Tax Document Checklist

Tick things off as you gather them. Your progress is saved in this browser, so you can close the page and come back to it.

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Not everything here will apply to you — most people need fewer than half. Work through the sections that match your situation and ignore the rest. When you’re ready, send us the list below, then email the documents themselves to docs@msacpa.ca with your full name in the subject line.

Everyone

Employment income

Pension & government benefits

Investments

Registered plans & savings

Deductions & credits

Property

Self-employed & business

Send this checklist to Mona

Optional — it tells us what you’ve already got, so we only chase what’s actually missing.

Checklist sent

Thank you — Mona now knows what you have and what’s still outstanding. When you’re ready, email the documents to docs@msacpa.ca.