Personal Tax Attachment

Please complete this Excel document, and email it us when complete.

If you are unable to use Excel (or Excel online), please use this PDF instead.

Popular Canadian tax slips to provide: T4, T5, T3, RRSP receipts, T4A, T4A(P), T4A(OAS), RC62, property tax statements

Popular US tax slips to provide: W-2, 1099, 1099B, K-1, mortgage/property tax statements

Questions? Let us help! or 416-597-2185 (ask to speak with a member of our tax team)