Resources & Samples

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Navigating accident benefits, tort claims, and vocational or financial assessments can feel overwhelming, but you don’t have to do it alone.

This page brings together a collection of helpful guides, tools, and references designed to support lawyers, insurers, and individuals as they work through complex cases.

Whether you’re looking for insights on:

…these resources provide clarity, context, and practical information you can trust.

Use the links below to explore, learn, and access the information you need to move forward with confidence.

Request Additional Resources

Commonly required Documents (Resources)

Bank Account Statements

Go To: Online banking portal or mailed statements


Download Steps
  1. Log in to portal
  2. Navigate to “Statements” or “Account History”
  3. Select date range
  4. Download PDF
Download Sample: Bank Account Statements
Employment Insurance (E.I.) Summary

Go To: Service Canada My Service Canada Account or mailed

Download Steps
  1.  Log in to My Service Canada Account
  2. Go to “Employment Insurance” → “EI Statements”
  3. Download PDF
Download Sample: Employment Insurance (E.I.) Summary
Notice Of Assessment

Go To: CRA My Account or mailed copy

Download Steps
  1. Log in to CRA My Account
  2. Navigate to “Tax Returns” → “Notice of Assessment”
  3. Download PD
Download Sample: Notice of Assessment
OCF-2 Employer’s Confirmation Form

Go To: Employer or client-provided

Download Steps
  1. Request completed form
  2. Scan or ensure digital copy
Download Sample: OCF-2 Employers Confirmation Form
Paystubs

Go To: Employer portal or client-provided

Download Steps
  1. Log in to payroll/HR portal
  2. Navigate to “Pay Statements”
  3. Download PDFs for relevant period
Download Sample: Paystubs
Record Of Employment (ROE)

Go To: Employer or Service Canada

Download Steps
  1. Obtain from employer or Service Canada
  2. Download or scan PDF
Download Sample: Record of Employment
T1 General

Go To: CRA My Account or mailed copy

Download Steps
  1. Log in to CRA My Account
  2. Navigate to “Tax Returns” → “T1 General”
  3. Download PDF
Download Sample: T1 General
T4 Statement of Remuneration Paid

Go To: Employer portal or client-provided

Download Steps
  1. Obtain from employer or payroll portal
  2. Download or scan PDF
Download Sample: T4 Statement of Remuneration Paid
T4A Statement of Pension, Retirement

Go To: Pension provider, employer, or CRA

Download Steps
  1. Log in to provider portal or request copy
  2. Download or scan PDF
Download Sample: T4A Statement of Pension, Retirement
T4E Statement of Employment Insurance

Go To: Service Canada

Download Steps
  1. Log in to My Service Canada Account
  2. Go to “Employment Insurance” → “T4E Statements”
  3. Download PDF
Download Sample: T4E Statement of Employment Insurance
T2125 Statement of Business Activities

Go To: CRA My Account or client accountant

Download Steps
  1. Obtain from CRA or accountant
  2. Download or scan PDF
Download Sample: T2125 Statement of business activities
Tax Summary

Go To: CRA My Account or accounting software

Download Steps
  1. Access CRA or tax software
  2. Download PDF
Download Sample: Tax Summary
Statement of Income and Retained Earnings

Go To: Client accountant or corporate accounting system

Download Steps
  1. Request from accountant or export from software
  2. Download or scan PDF
Download Sample: Statement of Income and Retained Earnings
Balance Sheet

Go To: Client accountant or accounting software

Download Steps
  1. Export balance sheet
  2. Download or print to PDF
Download Sample: Balance Sheet
Profit/Loss Statements

Go To: Accounting software or client accountant

Download Steps
  1. Export for required period
  2. Download or scan PDF
Download Sample: Profit/Loss Statements
Profit/Loss For Corporation

Go To: Corporate accounting system or accountant

Download Steps
  1. Request finalized statements
  2. Download or scan PDF
Download Sample: Profit/Loss For Corporation

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