Client Checklists

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

Individuals

• April 30 is the deadline for your personal tax return
• Download a Checklist for Your 2007 Personal Income Tax Return
• Download a T1 Client T1 Engagement Letter for the 2007 taxation year
• The Canada Revenue Agency (CRA) has developed a streamlined approach for authorized representatives (such as Lohn Caulder) to access taxpayer information over the Internet. To ensure that such access is authorized, they have developed Form T1013, and a copy of it is available here. All clients should print out this document, sign it in the place indicated, and include it with the tax material you send us. We will use the form to establish a direct link to your tax history data at CRA. This minimizes the possibility of discrepancies and missed information.

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 are March 31
• Download a Trust Year End Transaction Summary