Your Alberta Tax Prep Checklist — What Every Client Should Bring

Tax season doesn’t have to feel stressful. Whether you're an individual or a small business owner in Alberta, preparing early can save time, money, and headaches.

Here’s a quick checklist from Techquila Freelancing Inc. to help you walk into your appointment fully prepared.

For Individuals

✔ T4, T4A, T5, T5018
✔ RRSP contribution slips
✔ Rent or property tax info
✔ Medical expenses
✔ Dependants information
✔ Tuition receipts (T2202)
✔ Child care expenses
✔ Donations

For Self-Employed Clients

✔ Income records (invoices, receipts, statements)
✔ Expense records (supplies, home office, mileage)
✔ Vehicle logbook
✔ GST returns
✔ Bank statements
✔ Equipment purchases

For Corporations

✔ Financial statements
✔ General ledger
✔ Payroll records
✔ GST/HST filings
✔ Business expense documentation
✔ Asset purchases and depreciation schedules
✔ Previous year’s T2 return

Why Clients Love Techquila’s Tax Prep

• Secure document upload

• Transparent communication

• Personal checklist for each client type

• Métis-aligned support for Indigenous clients

• Virtual, drop-off, or in-person services

• Clear pricing, no surprises