Skip to content

T1 Preparation Guide

Important steps to complete before we begin working on your tax return.

1Intro2CRA Auth3Office Address4Parking

Meeting Preparation Checklist

Thank you for trusting us with your taxes! Please complete the following steps before our meeting:

1

Grant CRA Authorization

This allows us to securely download your tax slips (T4, T5, etc.) directly from the CRA system.

Authorization Guide
2

Completed Form: 1. Income Tax (Excel)

  • Fill out a form for each family member (18+)
  • Fill it out to the best of your understanding
  • If something is unclear — leave it blank
  • Send completed forms 1 day before the meeting to info@anytime-accounting.ca
1. Income Tax Form
3

Completed Business Form (Self-Employed Only)

  • If you worked as Self-Employed (have your own business without incorporating).
  • Or had additional income: contract work (Contractor), delivery services (Uber, DoorDash, SkipTheDishes, etc.), freelance.
2. Business Form
4

Medical Expenses (If applicable)

  • Fill out this form if you had medical expenses last year.
  • Keep the original receipts, CRA might request them for verification.
3. Medical Expenses
5

Prepare all necessary documents

Photo of ID or Passport
Photo of SIN
T4, T4A, T5, T3 or other income documents
Expense documents (medical, tuition, childcare, etc. — if applicable)
Other important documents

Office Meeting Details

If we are meeting in person, please review the address and parking options:

Office AddressParking Options
Start: CRA Auth