The simplified 2024 Personal Income Tax Checklist is designed to assist you in gathering the reporting information and documents necessary for preparing your return.
For security purposes, all documentation, slips and receipts should be uploaded to our Client Portal. For support setting up or accessing the portal, contact your Crowe Soberman advisor or their assistant.
Note that if you or your spouse carried on a business in the year, you have until June 16, 2025 to file your personal income tax return. However, any tax liabilities that you or your spouse have, are due April 30, 2025.
It is mandatory for all tax returns prepared by Crowe Soberman to be e-filed (certain exceptions are provided by CRA).
Filing your tax return electronically is fast, safe, easy, and environmentally friendly. The benefits of using EFILE Online are:
Crowe Soberman will store your returns electronically in a secure environment that can be easily accessed when, or if, required.
Please note that it is the taxpayer’s responsibility to maintain a complete copy of all income tax supporting information.
All completed returns will be delivered by way of our client portal, unless you inform us otherwise. If you have any questions regarding the organizer or wish to discuss any aspect of your personal tax situation, please contact us at your earliest convenience.
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