Taxes — Filing correctly

Organize your papers to avoid tax season stress.

You are at step Taxes — Filing correctly (Ongoing). Good starting point.

Why is it important?

Without this step, several procedures become complicated.

• Avoid penalties.
• Get the credits you deserve.
• Keep a clear record.

How to do it

Follow these steps in order. Nothing complicated.

1. Keep your documents (income, rent, receipts).
2. Note important deadlines.
3. Create an official account if useful.
4. Choose certified software or a reliable preparer.
5. Check the information before submitting.
6. Keep a copy of your return.

What you need (nothing more)

Prepare these documents before going.

• Income statements (T4 and others)
• Useful receipts (depending on your situation)
• Bank info for deposits

To avoid absolutely (for your safety)

• Throwing away important documents.
• Filing late without a plan.
• Using an unreliable service.
• Forgetting income or information.
• Ignoring possible provincial credits.

Good to know (useful tips)

• Organize your documents each month.
• Ask for free help if available near you.
• Keep a digital and paper copy.
• Note deadlines in your calendar.
• If in doubt, check an official source.

When you're ready, you can continue.