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Prepare Before Filing

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Filing Your Return  -> Prepare Ahead

Prepare - Make Sure You Have all Your Receipts and Information Slips Before Filing Your Return.

Most tax information slips are mailed by the end of February.  However, T3 slips, which are issued by mutual fund companies do not have to be mailed until the end of March.  Thus, if you have mutual funds outside of an RRSP, it is advisable to wait until at least a week into April to file your return.

Make sure you have all your receipts together before preparing your tax return, such as donations and medical expenses.

If you have investments outside of RRSPs (i.e., in non-registered accounts), have all your brokerage statements organized to provide the required information.  You should also receive a "trading summary" from your brokerage, listing all the trades made during the year.  You can use the prior year trading summaries to confirm the cost basis of any investments you have sold in the current tax year.

Revised: September 19, 2017

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