Written by Tosif Hanif, CPA, ACCA, ACFE, MSc — Director, Accounting and Finance, Wall Tax Pro, Mississauga.
Personal tax filing goes faster and costs less when your documents arrive organized. Use this checklist before your appointment with a Mississauga tax accountant.
Income slips to collect
Gather every slip issued for the year, even for short-term or part-time work. Missing slips are one of the most common reasons a return is reassessed.
- T4 employment income and T4A for contract or pension income
- T5 investment income and T3 trust income
- T5007, T4E and other benefit slips
- Self-employment income and expense summary
- Rental income and related expenses
Deductions and credits people forget
These are frequently missed, particularly by first-time filers and newcomers to Canada.
- Moving expenses when relocating for work or study
- Childcare receipts and eligible dependant claims
- Tuition amounts, including transfers from a child
- Medical expenses across a 12-month window
- Home office expenses where employment conditions qualify
- Charitable and political donation receipts
Key dates
Most individuals file by April 30. Self-employed filers and their spouses have until June 15 to file, but any balance owing is still due April 30. Interest applies from May 1 on unpaid amounts.
If you have US ties
US citizens and green card holders living in Ontario generally have a US filing obligation as well, alongside foreign account reporting. Handling both sides together avoids double taxation errors and late filing penalties.
Ready to file
Bring your prior-year notice of assessment, direct deposit details, and any CRA correspondence received during the year. Wall Tax Pro reviews each return before filing and explains the result in plain language.
Need help with this in Mississauga?
Wall Tax Pro provides professional tax, accounting, bookkeeping and advisory support for clients in Mississauga, across Canada, and for US filers. Call 647-297-4793 or send us a message.
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