Client Resources
Deadlines, Checklists & Useful Links
Everything you need to stay organized and on top of your Canadian tax obligations — in one place.
Key Dates
Canadian Tax Deadlines
Missing a tax deadline can result in interest charges and penalties. Keep these dates on your calendar — and contact us if you need help meeting any of them.
February 28
T4 & T5 slips due
Employers must issue T4 slips to employees. T5 slips for investment income must also be filed.
March 15
First personal tax instalment
If you pay income tax by instalments, the first quarterly payment is due.
March 31
T3 trust returns due
T3 Trust Income Tax and Information Returns must be filed.
April 30
Personal tax return deadline
Deadline to file your personal T1 income tax return and pay any balance owing to avoid interest charges.
June 15
Self-employed filing deadline
Extended filing deadline for self-employed individuals and their spouses. Note: any balance owing is still due April 30.
June 15
Second personal tax instalment
Second quarterly instalment payment due for individuals paying by instalments.
September 15
Third personal tax instalment
Third quarterly instalment payment due.
December 15
Fourth personal tax instalment
Final quarterly instalment payment due for the current tax year.
Within 6 months of fiscal year-end
Corporate tax return (T2)
Canadian-controlled private corporations must file their T2 return within six months of their fiscal year-end.
2 months after fiscal year-end
Corporate tax balance due
Balance of corporate taxes owing is due two months after fiscal year-end (three months for eligible CCPCs).
* Dates are for the current tax year. When a deadline falls on a weekend or holiday, it moves to the next business day. Always confirm current dates with the CRA website.
Preparation Checklists
What to Gather Before Filing
Having the right documents ready before your appointment saves time and ensures nothing is missed. Use these checklists as your starting point.
T4 slips from all employers
T5 slips for interest, dividends, and investment income
RRSP contribution receipts
T4A slips (self-employment, pension, or other income)
Rental income and expense records
Business income and expense records (if self-employed)
Home office expense records (if applicable)
Medical expense receipts (keep all; claim amounts over the threshold)
Charitable donation receipts
Childcare expense receipts (Form T778)
Tuition receipts (T2202) for yourself or a dependent
Moving expense receipts (if you moved for work or school)
Prior year Notice of Assessment
Social Insurance Number (SIN) for all family members
Direct deposit banking information for refund
Not sure if something applies to your situation? Send us a message and we'll let you know what to bring.
Useful Links
CRA & Government Resources
Direct links to the CRA tools and government programs most relevant to small business owners and individuals.
Canada Revenue Agency
My Account (Personal)
View your tax information, RRSP room, and benefit payments online.
My Business Account
Manage your business tax accounts, payroll, and GST/HST online.
CRA Payment Options
Pay your taxes online through your bank or the CRA website.
Tax Instalment Calculator
Determine whether you need to pay by instalments and how much.
Business Resources
GST/HST Registration
Register for a GST/HST account when your revenue exceeds $30,000.
Payroll Deductions Calculator
Calculate CPP, EI, and income tax deductions for your employees.
Business Number Registration
Register your business with the CRA and get a Business Number.
Canada Small Business Financing Program
Government-backed loans to help small businesses access financing.
Planning & Tools
RRSP Contribution Limit
Find your RRSP deduction limit on your Notice of Assessment.
TFSA Contribution Room
Check your available TFSA contribution room.
Home Buyers' Plan
Withdraw up to $35,000 from your RRSP to buy your first home.
Lifelong Learning Plan
Use RRSP funds to finance full-time education or training.
Have questions about your taxes?
Book a free 30-minute consultation and get straightforward answers from a Chartered Professional Accountant.