If you have an accountant that does your taxes it might be easier to reach out to them directly.

All tax return documents have be found on your CRA account. If you do not have a CRA account I suggest applying for it ASAP as it usually takes 10 days to get the code in the mail.

Tax Documents Under CRA and how to find them:

Notice of Assessment (NOA) 

💻 How to Find It Online (Fastest Way)

Step 1

Go to the CRA website and sign into My Account.

If you don’t have one, you’ll need:
• Your SIN
• Date of birth
• Postal code
• Information from a previous tax return

Step 2

Once logged in:

Click “Tax Returns”
Then select the tax year you need.

Step 3

Click “Notice of Assessment”

You can:
• View it
• Download it as a PDF
• Save or email it

For mortgage purposes, we typically need the most recent year, sometimes the last two.

T1 Generals

Ideally, if you have someone who does your taxes get them to sign into whatever program they used (Turbo tax, wealth simple tax, H&R Block) to get the T1 General. It’s the full breakdown of the tax return in detail. If you are business for self this breaks down all your gross and net income.

If you have an accountant they should have these forms. They can range from 10-60 pages depending. It is form as soon as the tax return is submitted.

T4’s – There are different kinds T4E for unemployment, T4 for normal work, T4A for pensions or self employed and so fourth.

💻 Option 1: CRA My Account (Fastest Way)

This is usually the easiest method.

Step 1

Log into CRA My Account.

Step 2

Click “Tax Information Slips (T4 and more).”

Step 3

Select the year needed.

You can download the T4 directly as a PDF.

This works even if they lost the paper copy. If it doesn’t have your name on it. I suggest saving that document as a PDF. Than zoom out on the screen and take a screen shot of the page with your name in the type right corner showing the information on the T4 and linking the ownership to the name in the corner.

🏢 Option 2: Employer or Payroll Portal

Many employers use payroll systems like:

• ADP
• Ceridian
• Payworks

Employees can log into their payroll portal and download past T4s under “Tax Documents” or “Year-End Forms.”

📞 Option 3: Contact Employer

If they can’t access CRA or payroll software, they can request a copy from their employer’s payroll department.

Employers are required to keep records.

Statement of Accounts

This proves that all the CRA debt has been paid in full.

To find it through the Canada Revenue Agency:

1. Log into CRA My Account

2. Click “Accounts and Payments”

3. Select “View Statement of Account”

4. Choose the tax year needed

5. Download the PDF

Letter of employments or Pay Stubs

You should be able to get it from your HR or Manager.

Pay stub must include your name and ideally show year to date and all the information on it.

For the letter of employment it needs to be on letter head, dated, your job title, start date, how you are paid, if you are hourly your minimum hours, and it needs to be signed and a contact number on there. 9/10 they will call to do a verbal confirmation of income as well.

Property Tax

Call property tax PEI and they can send you proof of your property tax and if they are paid up to date.