Quick Tax Tips

✅ Quick Tips for a Smooth & Easy Tax Filing

1. Book early for faster turnaround
   Earlier appointments mean less rush and quicker completion.

2. Send one PDF per category
   Separate files for slips (T4, T5), receipts, investments, etc. help us process your return faster.

3. Include all tax slips
   T4s, T5s, T3s, RRSP slips, investment summaries—missing slips can cause delays or reassessments.

4. Tell us about life changes
   Moving, marriage or separation, new dependants, a new job, side income, or selling property all affect your taxes.

5. Track home office expenses (if applicable)
   If you worked from home, keep utility bills, rent, mortgage interest, and internet costs.

6. Keep receipts for at least 6 years
   CRA may request them later—even after your return is filed.

7. Label your documents clearly
   Clear names like “2025 Medical Receipts” save time and reduce back-and-forth.

8. Report all income (including side gigs)
   Cash income, contract work, ride-sharing, online sales—CRA receives matching data.

9. Provide last year’s Notice of Assessment
   This helps us confirm carryforwards like RRSP room and capital losses.

10. Submit everything at once if possible
    Partial submissions slow things down and increase the chance of missing items.

11. Ask questions early
    If you’re unsure whether something is deductible—ask! It’s easier before filing.

12. Confirm your contact info
    Up-to-date email, phone number, and address help us reach you quickly if needed.