WHAT DO I BRING TO MY TAX CLINIC APPOINTMENT?
FINDING YOUR TAXES
To file your taxes, you will first need to locate all of your tax slips. In general, anytime you get paid by an employer or receive a benefit/pension you should be issued a tax slip. Common tax slips can be found through:
Your employer should mail (or post online) your employment-related tax slips (i.e. T4) to you by the end of February. If they have not done so, they should be able to provide them to you upon request.
Carleton Central
Your T2202 and T4A slips can be found through Carleton Central by following this guide. Note: a T2202 slip specifies how much tuition a student paid during the year and is necessary to apply for the tuition tax credit. A T4A slip will only be issued to Carleton students who received a scholarship.
Online Bank Account
If you have investments or interest income, you can find your T5 slip through your online bank account or broker.
CRA My Account
If you have a CRA My Account, then you can access your tax slips by logging in and clicking on "Tax information slips (T4 and more)". If you do not have a CRA My Account, then you can set one up with your SIN number, date of birth, postal code, and information from a prior year's tax return (i.e. what is on line 10100 of your 2022 tax return).
RESPONSIBILITIES AS A CLIENT
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Filling out the client intake form to determine if your tax situation is eligible for the tax clinic.
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Showing up to your appointment at the scheduled date and time with a photo ID, SIN number (or ITN number), and scans of all relevant tax slips
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Review your completed tax return and ensure you receive email confirmation from the CRA that they have received your return.
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Presenting your income and tax situation truthfully.
