10/26/2025
Blue Line Ledger – Personal Tax Services Checklist
Required Documents for Personal Tax Filing
To ensure an accurate and efficient tax filing process, please bring the following:
Identification & Personal Information
Social Insurance Number (SIN)
Photo ID (Driver’s license or passport)
Copy of last year’s tax return (if available)
Income Documents
T4 slips (employment income)
T4A slips (pension, scholarships, or other income)
T5 slips (investment income)
T3 slips (trust income)
Self-employment income records (if applicable)
Rental income statements (if applicable)
Deductions & Credits
RRSP contribution slips
Childcare expenses receipts
Tuition receipts (T2202)
Medical expense receipts
Charitable donation receipts
Union/professional dues receipts
Home office expenses (if working remotely)
Other Relevant Documents
Notice of Assessment from the previous year
Details of any installment payments made
Any other tax-related correspondence
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Blue Line Ledger – Personal Tax Services & Pricing
Our pricing is transparent, with no hidden fees:
Service Description Price (CAD)
Basic Personal Tax Filing Includes T4/T4A reporting, standard deductions and credits $120
Investment Income Filing Includes T5, T3 slips, capital gains/losses $50 extra
Self-Employment Income Includes business income reporting, expense deductions $80 extra
Rental Income Reporting Includes rental income & expense calculation $50 extra
RRSP & Other Contributions Ensure proper deductions for RRSP, tuition, and donations $30 extra
Audit Support Support in case of CRA review or audit $60/hour
Electronic Filing Fast CRA e-file submission Included
Total cost is based on selected services. No hidden fees, no surprise charges.
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How to Get Started
1. Gather all relevant documents listed above.
2. Contact us to schedule an appointment:
📧 [email protected]
📞 250-317-9006
3. Sit back and relax while we prepare and file your taxes accurately and efficiently.
Blue Line Ledger – Accurate, Transparent, Efficient. Your Taxes, Simplified.