TAX FILING

• Government issued photo ID

• Social Insurance number (or Individual Tax Number),

• all necessary tax documents (such as T4 if you were employed, T2202A if you had classes in 2025)

• and any other relevant financial information.

If you have any questions about the free tax clinic, please contact us at taxclinic@thedsu.ca

• Modest employment income

• Pension

• Benefits, such as the Canada Pension Plan, Old Age Security, disability insurance, employment insurance, and social insurance

• Scholarships, fellowships, bursaries, or grants

• Registered Retirement Savings Plan (RRSPs)

• Interest (under $1200)

• Self-employment income or employment expenses

• Business income and expenses

• Rental income and expenses

• Interest income over $1200

• Capital Gains or losses

• Bankruptcy in tax year or the year before (if the return has not yet been filed)

• Deceased person

• Foreign property (T1135)

• Foreign Income

• Modest Employment Income

• Pension

• Benefits, such as the Canada Pension Plan, Old Age Security, disability insurance, employment insurance, and social assistance

• Registered Retirement Savings Plans (RRSPs)
  Scholarships, fellowships, bursaries, or grants
  Interest (under $1,000)

The Clinic will NOT complete returns for the following:

• Self-employment income or employment expenses

• Business income and expenses

• Rental income and expenses

• Interest income over $1,200

• Capital gains or losses

• Bankruptcy in the tax year or the year before (if the return has not yet been filed)

• Deceased person

• Foreign property (T1135)

• Foreign income

Preparation Checklist
If you have any of the following documents in electronic form, please bring them with you to the clinic on a laptop or USB Flash Drive. Please consider the privacy of your environment before printing. You may not require all of these items. It is your responsibility to bring all applicable tax documents for your appointment.

• One piece of government ID.

• Notice of Assessment (NOA) from the previous tax year, if applicable.

• Tuition amounts to carry forward, if applicable. This can be found on your NOA.

• Social Insurance Number (SIN) OR Individual Tax Number (ITN).

• T4 tax form, if applicable.

• T4A tax form, if applicable.

• T5 tax form, if applicable.

• T2202A Tuition and Education Amounts Certificate.

• Tax receipts from charitable donations.

Unfortunately, We cannot file a Tax return for you if:

• Your Income is greater than: $40,000 for Individual, $55,000 for couple ($5,000 for each dependent/child)

• You are self-employed (including independent contractors, Uber, Doordash etc – Box 20/48 on a T4A)

• You have a rental income, capital gains, or interest income greater than $1,200

• You are filing for: Bankruptcy, or a deceased person

• You have foreign investment property worth more than $100,000 or foreign income Note: Your Foreign Tax return must be done prior to arriving at Tax Clinic

• Proof of identity – Government issued Valid Photo ID

• Personal Information – Social Insurance number (SIN) or Individual Tax Number (ITN) – Prior Year tax returns/ Notice of Assessment (if not filling for the first time)

COMMON ITEMS TO CARRY:

• T2202; Tuition Slip (for Students)

• T4; Employment Slip

• T4A; Scholarships/ Pension statement

• Rent Receipts – Either letters from landlord or cheque copies

• T4E; Employment Insurance claims

ADDITIONAL ITEMS:

• Medical Expenses – only expenses paid out of pocket and not reimbursed by insurance

• RRSP Contribution Slips

• T5; Small Investment income Slips

DO NOT CARRY:

• Home Expenses – Cannot be done by Clinic

• Pay Stubs – These are not Valid Substitute for T4

• GST/HST Notice of Assessments – These are not used at the Tax Clinic

Students can file their taxes free with UFile.

To be eligible You must:

• be a resident of Canada

• have tuition fees and have attended school for at least one month during the tax year being prepared

• be designated as the FAMILY HEAD (the primary member of the family) for purposes of your tax file in UFile.

For information got to http://www.ufile.ca/tips-and-tools/file-for-free#students