Tax Return Checklists
We have updated our tax checklists for the 2024 tax year.
Tax Checklist for Existing Clients
Fee Schedule for 2024 Tax Year
Please note that we no longer prepare US tax returns.
We offer our tax services throughout the year to our investment clients. We are not taking on NEW tax clients currently.
Tax Deadline
Canadian personal return is April 30th
Self-employed – The filing deadline is June 16th, but late-payment interest will accrue effective May 1st.
Non-registered account – We request that you wait until after April 1st to send in your documents. Financial institutions take longer to send in non-registered account tax receipts to CRA. We don’t want to risk filing before all documents have been received.
Non-registered account capital gains – CRA’s deadline is June 2nd if you have capital gains to declare on your non-registered account. Our usual 3-week turnaround might not apply. This deadline is unique to 2024 tax year reporting.
The above deadlines only apply if you have a tax balance owing.
Tax Documents
You can send in your tax documents by e-mail, fax, or drop off in person at our office. Please let us know when to expect you.
One submission – We ask that you submit tax documents as one submission. We take the utmost care to ensure an accurate return. Please help us by submitting all your documents together. Separate submissions increase the chance of a missed document and an error on your return.
Electronic submission options are the preferred format for submission. You can send your documents to us by email or log onto your Investia Client Portal, on the left menu, go to Your Documents/ Document Sharing and follow the instructions. Download Investia Client Portal Starter Guide, and go to page 8 for details.
Work From Home Expenses Eligible – Employees who worked from home will be required to use the detailed method to claim home office expenses. The temporary flat rate method does not apply to the 2023 and later tax years.
Donations – Add up the totals and note it in your email or on top of your receipt stacks.
Medical receipts – Add up the totals and note it in your email or on top of your receipt stacks.
Printed Tax Returns – We will print and mail in June this year.