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Ontario T1 personal tax document checklist

Common documents Ontario firms collect for T1 personal tax intake — for operational use by accountants and bookkeepers. Verify requirements for each client's situation. General information only. Not tax, accounting, or legal advice. Not affiliated with CRA, CPA Ontario, CPB Canada, or any CPA firm. Hivi-X is document-collection software — it does not prepare returns, provide tax advice, or guarantee regulatory compliance.

What documents do clients need for a T1 in Ontario?

A typical T1 intake package often includes employment slips (T4, RL-1), investment income (T5, T3), deduction support documents (RRSP, medical, tuition), rental property records, self-employment receipts, and prior-year NOA. Your firm should confirm what applies to each client. Here is a starting checklist:

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Employment income

  • T4
  • RL-1 (Quebec)
  • Last pay stub
  • Pension T4A

Investment income

  • T5
  • T3
  • Foreign income statements
  • Capital gains summaries

Deductions & credits

  • RRSP receipts
  • Medical expenses
  • Charitable donations
  • Tuition T2202

Rental property

  • Statements
  • Mortgage interest
  • Property tax
  • Insurance

Self-employment

  • Business receipts
  • Mileage log
  • Home office supporting documents
  • HST records (if applicable)

Other

  • Prior-year NOA
  • Instalment payments
  • Moving expenses
  • Childcare receipts

Multi-province

  • RL slips
  • Rent receipts (QC)
  • Provincial credit docs

General information only. Not tax, accounting, or legal advice. Not affiliated with CRA, CPA Ontario, CPB Canada, or any CPA firm. Hivi-X is document-collection software — it does not prepare returns, provide tax advice, or guarantee regulatory compliance. Last updated 2026-07-09.

FAQ

Common intake items include T4/T4A/T5/T3, RL-1 if applicable, RRSP receipts, medical expenses, rental statements, self-employed receipts, and prior-year NOA. Exact requirements vary by client situation — not tax advice.

RL-1 may apply when the client had Quebec employment income. Ontario-based firms often collect RL-1 issuer copies alongside T4s when Quebec-source employment appears on the return.

Track the missing T4 on your intake checklist and follow up with the employer or client. Your firm decides whether to wait for Auto-fill or request issuer copies when slips are late or amended.

Want this as a live checklist with missing-item tracking?

Hivi-X turns this into a reusable checklist you share with each client on my-id.ca — they upload each item, you track what's missing, approve each upload, and export an organized package for your tax software.

General information only. Not tax, accounting, or legal advice. Not affiliated with CRA, CPA Ontario, CPB Canada, or any CPA firm. Hivi-X is document-collection software — it does not prepare returns, provide tax advice, or guarantee regulatory compliance.

Free Ontario T1 Personal Tax Document Checklist (PDF) | Hivi-X