2020 Personal Tax Checklist

February 22, 2021

It's tax time again, and we’re looking forward to connecting with you!

We are ready to start preparing your 2020 personal tax return(s).  Please send us your information as soon as you can.  In order to expedite the preparation process, we kindly ask that you forward any and all information you have received to date, and any missing items can be forwarded to us as received. We note that the tax filing deadline has not been extended and is April 30, 2021.

Click Here to complete our secure and easy personal tax checklist, which will assist you in assembling the required documentation.  Carefully review these documents as they are instrumental in assisting in the completeness of your T1 personal income tax return. Please ensure that you are using our ShareFile File Drop when sending us any documents or files.  

Be aware of the importance of having receipts to support the amounts claimed on your tax return.  The Canada Revenue Agency is now assessing penalties of 20% of the gross amount of unreported slips.

We'd like to take this opportunity to thank you for your continued business. If you have any questions or concerns, or if you would prefer a PDF version of our personal tax checklist please do not hesitate to contact our office at 905-632-6400.

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