Scrimgeour & Company CPA Professional Corporation
For clients
Client Resources
Filing deadlines, the personal tax checklist, and how to send documents to the office securely.
Dates
Filing deadlines
General filing deadlines. Where a deadline falls on a weekend or public holiday, the Canada Revenue Agency normally treats the next business day as on time. Your own circumstances may differ — if a date matters to you, confirm it with the office.
| Filing or payment | Deadline |
|---|---|
| Personal tax return | April 30 |
| Final RRSP contribution for the prior tax year | March 1 |
| First quarterly tax instalment | March 15 |
| Filing or payment | Deadline |
|---|---|
| Income tax return for self-employed | June 15 |
| Filing or payment | Deadline |
|---|---|
| Corporate tax return | Six months after fiscal year end |
| T4 and T5 reporting | End of February |
| Filing or payment | Deadline |
|---|---|
| Family trust return | March 31 |
Personal tax
Client checklist
Review this list before sending your personal tax material, note anything that has changed, and include the relevant documents. This page is designed to print — use your browser's print command.
Contact information
- Has your address changed? If so, provide the new address.
Family information
- Has your marital status changed?
- Any changes to your dependants? Provide SIN, name and date of birth.
Required for electronic filing
- Are you a Canadian citizen?
- Do you agree to the Canada Revenue Agency providing your name, address and date of birth to Elections Canada for the National Register of Electors?
- Are you a citizen of a country other than Canada? If so, indicate which.
If you sold your principal residence
- Full address of the home sold
- Name or names on the ownership
- Year purchased
- Sale price
Supporting documents
- Notice or notices of (re)assessment
- All T slips received
Other and new income sources
- First year for CPP or OAS?
- T4E for employment insurance payments
- Alimony or maintenance received
- Rental property — revenue and expenses
- Business or self-employed income and expenses
Other documents
- RRSP contributions and withdrawals, up to March 1
- Union or professional dues
- Donations
- Medical expenses, including plan premiums
- Childcare
- Student loan interest
- T2202 tuition fees
- Moving expenses, for a move greater than 40 km for employment
- First-time home ownership
- Transit pass (Ontario only, ages 65 or older)
- T2200 completed and signed by your employer for employment expenses, if applicable
- T2200S completed and signed by your employer for work from home, if applicable
- Non-registered investment expenses (interest, management fees)
- Alimony or maintenance paid
Sending documents
Secure portal
The firm runs a secure portal for uploading documents, and can accept digital signatures for approvals.
Please do not email tax documents, financial statements or anything containing a SIN. Ordinary email is not a secure channel. Use the portal, or bring material to the office.
Getting your portal link
If you do not have your portal login, call 519-672-6811 or email scadmin [at] scrimgeour.com and the office will set you up.
Reference material
Tax reference and calculators
A tax events calendar, the CRA forms and publications library, financial calculators, newsletters and tax alerts — published separately from this site.
Tax calendar & CRA forms
Federal and provincial due dates, and a searchable library of CRA forms and publications.
Financial calculators
Interactive calculators for mortgages, leasing, education saving and other common questions.
Newsletters & tax alerts
Ongoing summaries of CRA announcements, rate changes and filing news.
Useful links
Canada Revenue Agency, Department of Finance, Bank of Canada and Ontario Ministry of Finance.
These resources are produced by a third party and open on a separate site. They are general information, not advice on your situation.