What do you include with your return and what records do you keep?
If you are filing your return electronically, keep all receipts and documents in case the CRA ask to see them later. If you are filing a paper return, the information in your paper return will tell you which supporting documents need to be attached, such as certificates, forms, schedules, or receipts. Keep all receipts and documents for at least six years after you file your return as the CRA may request a review.
What records do you keep?
You should keep a copy of your return, the related notice of assessment, and any notice of reassessment. These can help you complete your return for the next year. For example, your notice of assessment or reassessment includes your unused tuition, education, and textbook amounts carried forward from prior years. To view your notice of assessment or reassessment online, go to My Account for Individuals and login.
If you are filing your return electronically, keep all related documentation. If you are filing a paper return, include one copy of each of your information slips. These slips show the amount of income that was paid to you during the year and the deductions that were withheld from that income. Notes on each slip tell you where to report the income on your return.
Some common information slips are:
- T4, Statement of Remuneration Paid, which shows employment income and payroll deductions
- T4A, Statement of Pension, Retirement, Annuity and Other Income, which shows scholarship, fellowship, and bursary income, or payments from a registered education savings plan
- T5, Statement of Investment Income, which shows investment income such as interest from financial institutions or from Canada Savings Bonds
If you are filing electronically, keep your receipts. If you are filing a paper return, include your receipts for the amounts you are claiming.
If you are filing electronically, keep all your documents. For example, if you are filing a paper return, attach your completed Schedule 11 but do not send your other documents for the amount claimed on Schedule 11.
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