Please download the tax checklist and instructions as well as any other supporting files as applicable.
- Personal Tax Checklist and Instructions
- Employment Expenses Worksheet
- Rental Property Worksheet
- Medical Expenses and Donations Worksheet
- Self-Employment Worksheet
- Sale of Real Estate Worksheet
Most tax returns are due by April 30, 2025 or June 16 if you report self-employment income. The recent and last-minute changes to the capital gains rate will delay many of your tax slips (T3, T5, T5008). If late tax slips impact you, late filing relief will be provided up to June 2.
The CRA has not been 100% clear about how to apply this policy, and I feel that many more will be impacted than the CRA expects.
Please provide the information as soon as possible after you receive it to aid me in completing your returns.
Client Portal
The client portal is accessible via the Resources menu. If you need access to the portal, please contact the office.
Please use the old portal until I advise you to begin using the new one.
Authorize Online
If you are new to my firm, I ask that you authorize me to access your CRA account. This allows us to perform matching, import data and respond to CRA queries. Instructions are located on this web page: https://deanpaley.com/authorize-online/