Personal Income Tax Return (CRA T1 General)
Standard Canada Revenue Agency tax season document package for individuals and sole proprietorships.
Checklist Items (7)
Standard document slots included when you send this request to a client.
Government-Issued Photo ID
Provincial Driver's Licence or Canadian Passport.
T4 Slips (Statement of Remuneration Paid)
From all employers worked for during the calendar tax year.
Prior Year CRA Notice of Assessment (NOA)
Shows your RRSP deduction limit, carry-forward balances, and tax history.
T5 / T3 Investment Income Slips
Dividend and interest statements from banks and brokerage accounts.
RRSP Contribution Receipts
Official contribution slips for March-December and first 60 days of the new year.
Medical & Charitable Donation Receipts
Official receipts with CRA registered charity numbers and pharmacy records.
Child Care Expense Receipts (Form T778)
Receipts including provider name, address, and SIN or business number.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.