What do you include with your return and what records do you keep?

If you are filing a paper return, include one copy of each of your tax forms.

if you are filing your return electronically, keep the documents in case we select your return for review. You should keep your documents for six years.

Some common forms (slips) are:

• Form T4, Statement of Remuneration Paid, which shows employment income and payroll deductions;
• Form T4A, Statement of Pension, Retirement, Annuity and Other Income, which shows scholarship, fellowship, and bursary income, or payments from a registered education savings plan; and
• Form T5, Statement of Investment Income, which shows investment income such as interest from financial institutions or from Canada Savings Bonds.

The information in your tax package will tell you what documents you need to attach to your return, such as certificates, forms, schedules, or official receipts.

You should keep a copy of your return and the related notice of assessment, and any notice of reassessment. These can help you complete your return for the following year. For example, your notice of assessment will show the tuition, education and textbook amounts you can carry forward.

Forms and publications

• Guide P105, Students and Income Tax

Date modified:

2017-03-01