Client Checklists

Individuals

• • Tuesday April 30, 2024 is the deadline for your personal tax return
    • Download a CRA Consent form
    • Download a  Engagement Letter for the taxation year
    • Download the Personal Information worksheet
    • Download a Condensed checklist
    • Download the Detailed Checklist PDF
    • Download the Supplemental Schedules PDF
  • The Canada Revenue Agency (CRA) has developed a streamlined approach for authorized representatives (such as Rutwind Brar) to access taxpayer information over the Internet. To ensure that such access is authorized, they have developed Form T1013, and a copy of it is available here. All clients should print out this document, sign it in the place indicated, and include it with the tax material you send us. We will use the form to establish a direct link to your tax history data at CRA. This minimizes the possibility of discrepancies and missed information.

Corporations

• Your corporate tax return is due six months after your fiscal year end
• The end of February is the T4 and T5 reporting deadline
• Download a Year End Checklist – Notice to Reader