Know exactly which documents to prepare and when your CRA deadlines fall. Use our interactive checklist for personal, self-employed, rental, and corporate filings, plus a complete calendar of key Canadian tax deadlines.
Select your tax profile below to see the slips, statements, and records typically required for accurate Canadian tax preparation before your consultation.
For employees, families, seniors, and students filing Canadian personal income tax.
Income Slips
Deductions & Credits
For freelancers, independent contractors, rideshare drivers, and sole proprietorships.
Income Slips
Business & Expenses
For owners of residential or commercial rental properties located in Ontario or across Canada.
Income Slips
Business & Expenses
For incorporated Canadian businesses, CCPCs, and holding companies.
Corporate Records
Filing on time avoids late-filing penalties and interest charges from the Canada Revenue Agency (CRA).
Deadline to file personal income tax returns and pay any outstanding tax balance to avoid CRA interest and penalties.
Filing deadline for self-employed individuals and their spouses. Any taxes owed must still be paid by April 30.
Corporations must file their T2 return no later than 6 months after the end of their corporate fiscal year.
Payment deadline for corporate income tax balance due -- typically 3 months for eligible CCPCs claiming the Small Business Deduction, 2 months for other corporations.
Employers and corporations must file T4/T4A and T5 summaries and distribute slips to employees and payees.
Filing frequency and deadlines depend on the reporting period the CRA assigns: monthly and quarterly filers file one month after their period ends; annual filers with a December 31 year-end generally file by April 30 (June 15 for sole proprietors), though any GST/HST owing is still due April 30.
Follow these simple practices to help ensure maximum deductions and faster CRA processing.
Scan or download PDF copies of all T4, T5, T3 slips, donation receipts, and medical expenses before your consultation.
Self-employed professionals should maintain a business mileage log and home workspace square footage calculation.
Filing early avoids last-minute CRA backlog delays and helps get any refund processed sooner.
Bring whatever documents you have — we’ll review your situation and let you know exactly what else is needed, no obligation.
Speak directly with a tax and accounting specialist for your personal or business filings.