2025 Quebec Personal Tax Checklist: What You Must Prepare Before Filing Your T1 & TP1 Return

2025 Quebec Personal Tax Checklist: What You Must Prepare Before Filing Your T1 & TP1 Returns

Tax season in Quebec is stressful—especially when you don’t know exactly which documents you need for your T1 (federal) and TP1 (provincial) returns. Missing just one slip can delay your refund, trigger a CRA/RQ review, or cause you to leave money on the table.

This 2025 Quebec Personal Tax Checklist breaks down every document you need, why you need it, and what most taxpayers forget. Use it before filing your return with Accotec Accounting Solution Inc. to avoid costly mistakes.

1. Employment Income: Slips You MUST Have

These are the first documents CRA/RQ will expect. Missing them is a guaranteed review.

T4 – Employment income
RL-1 – Quebec employment income
T4A – Commissions or pension income
RL-2 – QPP, Quebec pension, retirement income
Relevé 22 – Union dues (if applicable)

2. Self-Employed or Small Business Income

If you operate a business—even small side income—you must report:
Income summary (sales, invoices, e-commerce statements)
Expense receipts (gas, tools, cellphone, supplies)
Home office expenses
Vehicle mileage log
Bank or credit card statements for proof
Most taxpayers get audited here because of missing receipts.

3. RRSP, TFSA, and Investment Documents

Investment tax slips are often delayed until March.
RRSP contribution slips (March 2024 – March 2025)
T5 – Investment income
RL-3 – Investment income Quebec
T3 – Trust income
Capital gains reports from any brokerage

4. Deductions Quebec Residents Commonly Miss

Most people don’t even know these exist:
Medical expenses (prescriptions, dental, orthodontics, glasses)
Childcare expenses + RL-24 slip
Student tuition fees (T2202 + RL-8)
Union/professional dues (CPA dues are deductible)
Moving expenses (if you moved for work/school)
Disability tax credit (DTC)

5. Family Benefits & Credits (Huge Refund Impact)

Canada Child Benefit (CCB) information
RL-31 – Required for the Solidarity Tax Credit
Daycare, private school, or extracurricular receipts
Missing RL-31 delays refunds every year.

6. Rental Property Owners – Documents Required

If you own rental property in Quebec:
Rent collected
Mortgage interest summary
Municipal and school taxes
Insurance
Repairs and maintenance
Capital improvements list
Depreciation schedule (CCA)

7. Cryptocurrency & Online Trading

CRA aggressively audits crypto users.

Required:
Full transaction history
Exchange statements
Gains/loss calculations
Wallet transfer logs

8. Why Filing With a CPA in Quebec Matters

With CRA & Revenu Québec increasing automated audits, accuracy matters.

A CPA:
Finds deductions you miss
Protects you during a review
Ensures correct T1 + TP1 filing
Maximizes your refund legally
Provides secure document upload

File your return online
File your return online

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