Happy financial Friday, it’s a new year & a good time to get your tax papers together.
I have an ongoing “Current Tax Year” file where I stick the applicable papers throughout the year, and then all I have to do is double check the list of necessary paperwork against what I already have in the file.
Here’s the checklist that I use:
You can start this system for 2015 now. For the 2014 tax year, it’s a good time to pile them all together and once your T4’s come in, then you can double check it before you make a tax appointment.