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RM FINANCIAL SERVICES

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    • Home
    • Services
    • About Us
    • Contact Us
    • Income Tax Return
    • Book Appointment
  • Home
  • Services
  • About Us
  • Contact Us
  • Income Tax Return
  • Book Appointment

Pre-Submission Tax Checklist

Before we get started on your taxes, make sure you have all the documents you need. Download our checklist!

PERSONAL TAX CHECKLIST (pdf)

Download

CORPORATION TAX CHECKLIST (pdf)

Download

Income Tax Return Submission Form

You are required to fill out the form below in order to proceed with the tax filing process.

Please fill out the following information.

Attach Tax Slips
Attachments (0)

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self-employee and rental business

If you are self-employed or have rental income, please download and fill out the following documents that best suits your current status.  Once completed, submit via file attachment in the form above, along with the information you filled out in order to continue with the tax filing process.

SELF-EMPLOYEE DETAILED FORM (xlsx)

Download

RENTAL BUSINESS SIMPLIFIED FORM (xlsx)

Download

SELF-EMPLOYEE SIMPLIFIED FORM (xlsx)

Download

 If you are unsure on what to submit, please refer to the categories of Tax Slips below and choose one that best applies to your current status. Proceed by filling out your information in the form above, and attach any slips for submission. (Note that Tax Slips are issued by your employer or administrator.) 

New Resident (Canadian)

New Resident (Canadian)

New Resident (Canadian)

T4, T5007 and Rent Information.

Retiree

New Resident (Canadian)

New Resident (Canadian)

T4A, T4A(OAS), T4A-RCA, T4A(P), T4APS, T4RIF, T4RSP,  T5 and T5007.

Employee

New Resident (Canadian)

Employee

T4, T5 , Rent Information and RRSP Contribution.

Student

Self-Employee/Rental Income

Employee

T4, T4A and T2202A.

Additional Tax Slips

Self-Employee/Rental Income

Self-Employee/Rental Income

If you have any of the following slips, we require you to attach them to the submission form: T4E, T5008, T5013, T5018, T3, T1204, RC62, RC210.

Self-Employee/Rental Income

Self-Employee/Rental Income

Self-Employee/Rental Income

Refer to attached downloads below.


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