Client Checklists

To help our clients we are posting some important dates that corporations and individuals should be aware of:

Individuals

• • Thursday April 30, 2026 is the deadline for your personal tax return
  • Download a  Comprehensive Checklist for Your Personal Income Tax Returns
  • Download a Simplified Personal Income Tax Checklist
  • Download a T1 Client Engagement letter for the taxation year
  • Download instructions on how to add Lohn Caulder LLP as an authorized representative with the CRA. This allows us to act on your behalf.
  • If you have an interest in foreign (non-U.S.) bank or other financial accounts and the aggregate maximum value of these accounts during the year exceeded $10,000 US, you are required to submit a separate FinCEN Form 114 Report on Foreign Bank and Financial Accounts. Click here to download our Form 114 FBAR Worksheet
  • Download a Lohn Caulder U.S. Personal Engagement Letter for the taxation year
  • You should also complete and sign a Form 114a in order to authorize our firm to file the FBAR on your behalf. Click here the download the form

Corporations

• Your corporate tax return is due six months after your fiscal year end
• The end of February is the T4 and T5 reporting deadline
• Download a Year End Checklist

Trusts

• • Filing deadlines for Family Trust returns is March 31
  • Download and sign a T3 Engagement Letter 
  • Download a Trust Year End Transaction Summary:
    • Sample Form (excel) | (PDF)
    • Blank Form (excel) | (PDF)
  • Download the Trust Ownership Disclosure Form
    • Blank Form (PDF)