The dates that matter.
Individuals
Businesses
When a deadline falls on a weekend or public holiday, it moves to the next business day.
Getting ready for tax time.
1. Gather your documents
Use the checklist that fits your situation, and bring anything you're unsure about.
2. Send them to us
Drop them off at the office or send them digitally. [Confirm upload method]
3. Review and sign
We walk you through your return. You sign an e-file authorization (T183, or T183CORP for corporations) before we file.
4. Plan for next year
We note what to change now, so next year goes more smoothly.
Know what to bring.
Personal tax checklist
Your details and the slips we need
Open the checklist →U.S. tax return checklist (Form 1040)
U.S. citizens and green card holders
Open the checklist →U.S. non-resident tax return checklist (Form 1040-NR)
Non-residents with U.S. income
Open the checklist →Rental income checklist (Canada)
Rental property in Canada (T776)
Open the checklist →Rental income checklist (U.S.)
Rental property in the U.S.
Open the checklist →NR6 checklist (non-resident rental income)
Non-residents renting out Canadian property
Open the checklist →Business checklist
Self-employed income and expenses
Open the checklist →Rideshare & transportation checklist
Uber, Lyft, taxi and delivery drivers
Open the checklist →Foreign income and T1135 summary
Foreign income and property (T1135)
Open the checklist →FBAR checklist (FinCEN Form 114)
U.S. persons with accounts outside the U.S.
Open the checklist →