Checklists so nothing holds up your filing
Use these checklists before you file, respond to the CRA or send documents to us. They help you gather the right slips, income details, bank records, invoices, GST/HST support and newcomer tax information before the deadline pressure starts.
Tax filing checklists
Personal tax (T1) document checklist
- T4 / T4A / T5 / T3 slips
- RRSP contribution receipts
- Medical and donation receipts
- Childcare and tuition (T2202)
- Rental income and expenses
- Self-employment income and expenses
- Foreign income and assets (if any)
- Last year’s Notice of Assessment
Year-end and corporate tax (T2) checklist
- Bank and credit-card statements (full year)
- Sales and revenue records
- Expense receipts and invoices
- Payroll records and T4 summary
- GST/HST filings for the year
- Loan and lease agreements
- Asset purchases (for CCA)
- Prior-year financial statements and T2
New business and incorporation checklist
- Chosen business name (and alternates)
- Federal vs. provincial decision
- Director and shareholder details
- Registered address
- Business activity description
- Business Number and CRA program accounts
- Bookkeeping software chosen
- Business bank account opened
GST/HST registration and filing checklist
- Confirm registration threshold reached
- Business Number and GST/HST account
- Chosen filing frequency
- Sales records for the period
- Input tax credit (ITC) receipts
- Quick vs. regular method decision
- Filing deadline noted
- Payment or refund arranged
Newcomer to Canada: first tax return checklist
Your first Canadian return is a part-year return, so the date you landed changes almost everything. Keep your landing date, immigration documents, income before and after arrival, foreign bank and property details, spouse or dependent information, and any Canadian slips together. If you also owned a business or had Indian income, note that separately so we can review residency and reporting properly.
- Date of landing, the exact day you became a resident of Canada
- Immigration status on arrival (permanent resident, work permit, study permit, protected person)
- Country you were tax-resident in before Canada, and the date you ceased residence there
- Social Insurance Number (SIN), or an ITN if you are not eligible for a SIN
- Your Canadian address and the date you moved in
- Province or territory you lived in on 31 December
- Employment or salary income earned before landing
- Business or self-employment income earned before landing
- Rental income from property outside Canada
- Interest, dividends and investment income (including fixed deposits)
- Pension, annuity or retirement income
- Capital gains realised before you landed
- The currency and amounts, we convert at Bank of Canada rates
- T4, T4A, T5, T3 and T5008 slips issued in Canada
- Canadian employment income and any self-employment income
- Foreign income that continued after landing (rent, interest, dividends, pension), now reportable in Canada. See Form T1135
- Foreign tax paid on that income, for the foreign tax credit
- Bank accounts, fixed deposits and investment accounts held abroad
- Property or land owned outside Canada
- Fair market value of each asset on your landing date, this sets your Canadian cost base
- Shares, mutual funds, insurance and pension policies held abroad
- Marital status on 31 December, and the date of any change during the year
- Spouse or partner: their landing date, and their income split before and after landing
- Children: full names, dates of birth and their landing dates
- Childcare costs paid in Canada
- Canada Child Benefit, forms RC66 and RC66SCH for newcomers (see benefits and credits)
- Canada Groceries and Essentials Benefit, renamed from the GST/HST credit in July 2026 (form RC151 for the year you became a resident)
- Direct deposit details so refunds and benefits reach you
- Rent or property tax paid in Canada, for provincial credits such as the Ontario Trillium Benefit
- Tuition paid in Canada (T2202) or at a foreign university (TL11A)
- Medical expenses paid after you arrived
- Passport, PR card, or Confirmation of Permanent Residence (COPR)
- Landing paper or IRCC letter showing your date of entry
- Your final tax return from the country you left
- Proof of any foreign tax paid
The CRA newcomers guide is a useful starting point. Two things newcomers are often not told: the market value of overseas assets on your landing date can become their Canadian cost base, and benefit eligibility may depend on family income details even when income was earned before arrival. Pair this checklist with the newcomer guide and the FAQ.
Want the exact list for your situation? Message us before you upload documents. We can tell you whether to start with personal tax, corporate tax, GST/HST, payroll or CRA support.
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