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Tax deadlines, checklists & answers

Key CRA dates for the 2027 tax season, what to bring to your appointment, and answers to common questions.

2027 tax season deadlines

For the 2026 tax year
  1. RRSP contribution deadlineLast day to contribute and deduct on your 2026 return.

  2. T4 and T4A slips dueEmployers file slips and summaries and give copies to staff.

  3. Personal tax filing and paymentT1 returns due, and any balance owing for all individuals.

  4. Self-employed filing deadlineFiling only. Any balance owing was still due April 30.

Is the first consultation really free?

Yes. The first meeting is a no-cost, no-obligation conversation of about 30 minutes, in our Burlington office, by phone or by video call.

Do you work with clients outside Burlington?

Yes. We serve Burlington, Oakville, Hamilton, Milton and the wider GTA, and can work with clients anywhere in Ontario through secure document sharing and video meetings.

Can you help if I am behind on my tax filings?

Yes. We prepare late and prior-year returns, catch up on bookkeeping, and can communicate with the Canada Revenue Agency on your behalf once you authorize us as your representative.

How do you charge for your services?

Most work is quoted as a fixed fee agreed before we start. Ongoing bookkeeping and payroll are billed as a predictable monthly fee.

Should I incorporate my business?

It depends on your income, how much you leave in the company and your long-term plans. We compare the numbers for your situation during a consultation.

Dates are general CRA deadlines. Your own deadlines can differ, so confirm with us before you file.

Checklist

What to bring to your tax appointment

Income slips

  • T4 employment slips
  • T4A, T4E and pension slips
  • T5 and T3 investment slips
  • Rental and self-employment records

Deductions & credits

  • RRSP and FHSA receipts
  • Childcare and tuition (T2202)
  • Medical and donation receipts
  • Home office expenses

Other documents

  • Last year's Notice of Assessment
  • Any CRA letters received
  • Instalment payments made
  • Changes in marital status or address

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