Tax Season Prep

A practical, Canada-focused checklist to gather documents, track deductions, and hit key deadlines — with autosave and export.

Tax year

Most individuals file for the prior calendar year.

RRSP deadline

March 1, 2025

60th day of 2025

Filing deadline (most)

April 30, 2025

Self-employed filing

June 15, 2025

June 15, 2025 (balance due April 30)

Checklist

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Need help? Work with our tax team.

Year setup & key dates

Pick your tax year and note the important deadlines.

Done	Task	Due date	Notes
	RRSP contribution deadline for 2024
	File tax return (most individuals) — 2024
	Self-employed filing deadline — 2024
	Confirm tax year is 2024; note RRSP deadline & filing dates
	Review prior Notice of Assessment & carry-forward amounts (RRSP/TFSA/tuition) Client portal

RRSP contribution deadline for 2024

Due

Notes

File tax return (most individuals) — 2024

Due

Notes

Self-employed filing deadline — 2024

Due

Notes

Confirm tax year is 2024; note RRSP deadline & filing dates

Due

Notes

Review prior Notice of Assessment & carry-forward amounts (RRSP/TFSA/tuition)

Client portal

Due

Notes

Personal info & CRA access

Ensure CRA access and personal details are accurate before filing.

Done	Task	Due date	Notes
	CRA My Account access verified (email/phone up to date, 2FA on) Tax support
	Direct deposit info current; address & marital status changes updated

CRA My Account access verified (email/phone up to date, 2FA on)

Tax support

Due

Notes

Direct deposit info current; address & marital status changes updated

Due

Notes

Income slips (T-slips)

Collect all slips — employment, benefits, investments, pensions, and more.

Done	Task	Due date	Notes
	T4 (employment income)
	T4A (other income, scholarships, commissions)
	T5 (interest/dividends), T3 (trust), T5008 (securities)
	T4E (EI), T4AP (CPP), T4A(OAS) (OAS), T4RSP/T4RIF (RRSP/RRIF)
	Foreign income statements (employment/investments)

T4 (employment income)

Due

Notes

T4A (other income, scholarships, commissions)

Due

Notes

T5 (interest/dividends), T3 (trust), T5008 (securities)

Due

Notes

T4E (EI), T4AP (CPP), T4A(OAS) (OAS), T4RSP/T4RIF (RRSP/RRIF)

Due

Notes

Foreign income statements (employment/investments)

Due

Notes

Deductions & credits

Gather receipts and summaries you can claim.

Done	Task	Due date	Notes
	RRSP contribution receipts (first 60 days & rest of year)
	Childcare receipts & caregiver support
	Tuition: T2202 (student) & transfer forms (if applicable)
	Medical expenses summary (by family), insurance reimbursements
	Charitable donation receipts
	Union dues / professional fees / employment expenses (T2200S)

RRSP contribution receipts (first 60 days & rest of year)

Due

Notes

Childcare receipts & caregiver support

Due

Notes

Tuition: T2202 (student) & transfer forms (if applicable)

Due

Notes

Medical expenses summary (by family), insurance reimbursements

Due

Notes

Charitable donation receipts

Due

Notes

Union dues / professional fees / employment expenses (T2200S)

Due

Notes

Self-employed & gig

Income, expenses, home/vehicle logs, GST/HST (if applicable).

Done	Task	Due date	Notes
	Income summary (invoices, platform reports) for the year
	Expense log & receipts (office, supplies, software, insurance)
	Vehicle log (km), fuel/maintenance/insurance; business-use-of-home worksheet
	GST/HST registration & filings (if applicable)

Income summary (invoices, platform reports) for the year

Due

Notes

Expense log & receipts (office, supplies, software, insurance)

Due

Notes

Vehicle log (km), fuel/maintenance/insurance; business-use-of-home worksheet

Due

Notes

GST/HST registration & filings (if applicable)

Due

Notes

Investments, rental & foreign

Capital gains, ACB, rental statements, and foreign reporting.

Done	Task	Due date	Notes
	Capital gains summary & ACB tracking (incl. crypto)
	Rental income & expenses (T776 worksheet): leases, statements, repairs
	Foreign assets reporting (T1135) — if over threshold

Capital gains summary & ACB tracking (incl. crypto)

Due

Notes

Rental income & expenses (T776 worksheet): leases, statements, repairs

Due

Notes

Foreign assets reporting (T1135) — if over threshold

Due

Notes

Students & families

Tuition, transfers, childcare, and benefits.

Done	Task	Due date	Notes
	Update CCB/benefits information (dependents, marital status)
	Tuition transfers (parent/spouse) with signatures
	RESP withdrawals (educational assistance payments) statements

Update CCB/benefits information (dependents, marital status)

Due

Notes

Tuition transfers (parent/spouse) with signatures

Due

Notes

RESP withdrawals (educational assistance payments) statements

Due

Notes

Finalize & file

Review, sign, upload, and file.

Done	Task	Due date	Notes
	Upload all documents to client portal and verify completeness Upload docs
	Review summary, sign engagement forms (e.g., T183) if applicable
	Set payment method and confirm balance/refund details

Upload all documents to client portal and verify completeness

Upload docs

Due

Notes

Review summary, sign engagement forms (e.g., T183) if applicable

Due

Notes

Set payment method and confirm balance/refund details

Due

Notes

After filing

Notice of Assessment, installments, and tidy records.

Done	Task	Due date	Notes
	Save Notice of Assessment & return copy to secure folder
	Set installment reminders or adjust withholdings (TD1) if needed
	Plan next year: update RRSP/TFSA strategy, contributions, and goals Planning session

Save Notice of Assessment & return copy to secure folder

Due

Notes

Set installment reminders or adjust withholdings (TD1) if needed

Due

Notes

Plan next year: update RRSP/TFSA strategy, contributions, and goals

Planning session

Due

Notes

Your custom tasks

Add anything unique to your situation.

Done	Task	Due date	Notes

Helpful tools & services

Need hands-on help? Work with our tax team (secure portal, guided document list, review & file).
Plan contributions & cash flow: Holistic Budget Calculator • Net Worth Tracker
Upload securely: Client portal
Optimize year-round: Financial planning session

This checklist is educational and general. Credits/deductions vary and can change. Confirm eligibility with official sources and your professional advisor.