Trent Accounting Society

Trent University Tax Clinic

When is it?

The clinic will be held on the following dates at the Student Centre Event Space all from 9am to 3pm.

  • March 8th, 2026
  • March 14th, 2026
  • March 15th, 2026
  • March 21st, 2026
  • March 22nd, 2026
  • March 29th, 2026

Click here to sign up for the tax clinic once your ready

Eligibility:

Regrettably, we will not be able to prepare your return if it involves any of the following items:

  • Self-employed (including ‘independent contractors’, Uber, Doordash);
  • Rental income (excluding sublet of a property you are renting);
  • Interest Income over $1,200 (except those claiming a T2202 tuition credit);
  • A foreign investment property worth more than $100,000;
  • Disposition of marketable securities (eg. Capital Gains/Losses on sales of shares);
  • Employment expenses (eg. form T2200 signed by your employer);
  • Bankruptcy;
  • Deceased persons; or
  • Total income above the following income thresholds (except those claiming a T2202 tuition credit during the year):

To clarify, the Tax Clinic will serve any individual who is claiming T2202 tuition credits during the year, irrespective of total income or interest income. The restrictions on other scenarios and other income types (e.g. capital gains or rental income) in the above-noted list still apply to individuals claiming T2202 tuition credits during the year

What to Bring to Tax Clinic:

Checklist

All:

  • Government-issued photo ID (required)
  • Social Insurance Number (SIN)
  • Information slips, (eg. T3, T4, T4A, T5, T5013, etc.)
  • 2024 Notice of Assessment (if not filing for the first-time)
  • Any other information not listed below that may be applicable

Students (see links below):

  • Tuition Slip (T2202)
  • T4; Employment slip
  • T4A; Scholarships/ RESP Withdrawals/ CESB/ CERB
  • Rent Receipts
  • T4E; Employment Insurance claims
  • Rent or property tax paid in Ontario

Less Common Items:

  • Foreign Income
  • Medical Expenses
  • Moving Expenses
  • RRSP Contribution Slips
  • FHSA Contribution Slips
  • Student Loan Interest
  • Charitable Donations
  • T3/T5/T5007
  • Tips or Gratuities Earned

What Not to Bring to Tax Clinic:

  • Home Office Expenses
  • Pay Stubs
  • GST/HST Notice of Assessments

How to Access Trent University Student Documents:

T4 from co-op work/summer job Your employer will mail this to the mailing address they have on file, so be sure that they have the most up-to-date mailing address, especially if you lived away from home during co-op. If you haven’t received this by March 1, follow up with your employer.

T4/T4A from Trent University (eg. Scholarships/Bursaries, TA, other Trent University employment)

T2202 Tuition Slip

Steps to see T2202

Charitable Donations to Endowment Fund(s)

Steps to see Charitable Funds

Rent Receipts

You should get a letter/receipt from your landlord (or sublettor) confirming the below in case the CRA reviews your claim in the future. The easiest way is to write the letter yourself, print it off and get them to sign it. Make sure the letter contains the below four items as well as your name!

  • The address you lived at (including postal code)
  • The number of months that you live at that address (ideally explicitly identifying the months)
  • The total amount of rent paid in 2025
  • The name of the landlord/company that owned it, or the person you subletted from

Lived in Residence in 2025? No evidence/receipt is needed. If you are a student and live in a designated Ontario university, college or private school residence, you may qualify for $25. Make sure your preparer knows!

Health/Dental Plan Premiums (medical expense)

Either call the health/dental office or visit them in person and ask them for a receipt/letter stating the total amount of premiums you paid for the calendar year 2025. They will probably email it to you. Medical expenses may be transferable to parents depending on the situation.

Moving Expenses

If you moved and are now 40 km closer to your new workplace, you may be able to deduct moving expenses against the income you earned. The information needed is:

  • Use Google Maps to determine the distance between:
    • Your old residence and your new work
    • Your new residence and your new work
  • Address of both new and old residences (including postal codes)
  • Date of move
  • Date you started the new job
  • Name and address of employer that you moved to work at
  • Amount of moving expenses, unless you took a train/plane, the best way is usually the ‘simplified method’
    • Kilometres between new residence and old residence
    • Meals eaten during this move
    • Number of nights for the move

CRA Direct Deposit

Direct deposit allows your tax refund and government benefits such as the GST/HST Credit and Ontario Trillium Benefit to be deposited directly into your bank account. If you do not have direct deposit set up, the CRA will mail you a cheque to your mailing address.

As of March 24, 2025, the CRA will no longer accept direct deposit application through your tax return. Direct deposit should now be set up directly within online banking of your bank account. If you would like to set up direct deposit, refer to your own bank for guidance on how to set this up.

Click here to sign up for the tax clinic once your ready