Resources

The lists and dates clients ask for most.

Six reference pages, each linked to the official source.

Reference

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.

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

Federal and Ontario brackets, CPP and EI figures, RRSP and TFSA limits, corporate rates and GST/HST thresholds, each linked to its CRA page.

What to prepare and decide before a corporation's year-end: compensation, the small business deduction, family shareholders, the filings after.

Registrations, CRA accounts, payroll setup, books and the first year's calendar for a new Ontario business, in order.

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

Each checklist fits on one Letter page. Print it, tick it off, and bring the pile.