Prepare a list of the following amounts in an excel sheet Salary from all sources Other income from all sources Tips and gifts Canada child benefit income Pension income RRSP income Employment insurance income CPP, Insurance , interest income Any other type of income received List of all expenses like EI expense, any RRSP expense, credit card bill, loans and advances, grocery etc. Make sure you list all major and minor income and expenses for the whole year 2021. If there is any other subsidy that you receive, please list that also like disability benefit, social service benefit, scholarship etc.