Resources

The lists and dates clients ask for most.

Three reference pages, kept current by the practice. They describe the rules as they stand and point to the official source wherever one exists. None of it is advice for a particular situation; for that, ask.

01Reference

Personal tax return checklist

What to gather before a T1 return is prepared: slips, receipts, and the details people forget. Also available as a printable PDF.

IndividualsOpen

Key filing and payment dates

Deadlines for individuals, the self-employed, corporations, GST/HST, payroll and trusts, with the dates for the 2026 tax year worked out.

Updated September 3, 2026Open

CRA forms and guides

The official forms, guides and online accounts behind the work, each with a line on who needs it. Links go to canada.ca.

Official sourcesOpen

If the list does not cover your situation, ask.

Describe what you have and what you are unsure about. You will have an answer within one business day.

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