Your 2023 Personal Income Tax Return

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  • March 11, 2024

As we do every year, we would like to outline several things that will make your filing as efficient as possible for both you and our firm. As such, we have enclosed several forms and schedules for your review.

Forms and Schedules

Please note that we are not necessarily intending you to complete each document. Some of these forms and schedules are only intended to provide a comprehensive list and overview of what may be included in your tax return. Please disregard what you feel may not be relevant to your personal tax situation.

  • Mandatory Engagement Letter – PDF for printing, or complete Online
  • Mandatory Foreign Reporting Checklist – PDF for printing, or complete Online
  • Mandatory Personal Tax Organizer
  • Self-Employed Business Activity Checklist
  • Commission / Employment Expenses Checklist
  • Rental Activity Checklist
  • One-Time Credit Card Payment Authorization Form

Responsibility for Filing

We appreciate the opportunity to work with you and advise you on income tax matters, including the preparation of your tax return. The legislation allows the Canada Revenue Agency (“CRA”) to impose penalties upon you as the taxpayer, and upon us as a tax return preparer, for failure to observe due care in reporting on your income tax returns.

To ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm our arrangements by signing the enclosed engagement letter and returning it with your tax information. Please ensure your spouse and children sign as well if we will be preparing their returns.

Please remember that Canadian taxpayers who hold specified foreign property (income generating) with a cost amount of more than $100,000 in total at any time in the tax year must disclose this to CRA. Please ensure you review our Engagement Letter and Foreign Reporting Checklist.

It’s our responsibility to prepare your tax return accurately according to the law with the information that you have provided. It is your responsibility to provide us with all the information required to prepare complete and accurate returns. You should retain all the documents, receipts, cancelled cheques and other data that form the basis of your income and deductions as we will not be retaining them. These may be necessary to prove the accuracy and completeness of the return to the CRA. You have the final responsibility for the income tax return and, therefore, you need to review it carefully and notify us of any issues needing to be addressed.

Filing Deadline

Your 2023 personal return (other than for self-employed) must be filed electronically by Tuesday, April 30, 2024. However, you must provide your 2023 tax information to our office by April 2, 2024, to ensure it is filed on time. We will not be accepting tax return information for processing on April 30, 2024.

Self-employed individuals have until June 15, 2024, to file their tax returns; however, the CRA will impose interest on any unpaid tax from May 1, 2024. Therefore, we recommend you have your return prepared before May 1, 2024, so that any liability can be paid as required to minimize interest charges.

Getting Prepared

Please review your 2022 tax return to determine the sources of income and expenses that you reported. This will be a good indication of what information you should be accumulating for your 2023 tax return. Also, consider any new sources of income or deductions you had in 2023.

We have included a Personal Tax Organizer to help jog your memory. We have also included a Self-Employed Business Activity Checklist, Rental Activity Checklist, and Commission/Employment Expenses Checklist should you have any related income or expenses to declare.

Please forward your information to our office as soon as possible. If you need to discuss any specific matters, please call to discuss them or arrange an appointment.

We have implemented a portal-based system to deliver personal tax returns. You can also use this portal to send in your information. If you don’t yet have a portal set up and wish to do so, please advise us when you send us your tax information. Once you receive an invitation asking you to register for the portal, please do so as soon as received as the invitation to register expires in 7 days.

Electronic Filing

Once we have completed your tax returns, we will email you Form T183 – Authorization to E-file. CRA requires us to have the form signed and on file before electronically filing your return. Please ensure you indicate your confidential e-mail address on the Personal Tax Organizer. We will e-mail these forms to you unless you indicate otherwise. Please review, sign, and return the form as soon as possible so we may electronically file your return.

To address any concerns with the privacy and security of sending the T183 (or other personal and confidential documents) by email, we will use secure document sharing and electronic signature platforms Citrix ShareFile and signNow. If you require an alternative delivery method, please advise when you send us your tax information.

CRA Authorization

For us to access your tax details from the CRA, you’ll need to authorize our firm as a representative on your CRA My Account. If we don’t already have your authorization, we’ll be in touch with you to arrange it.

Installment Payments

It is very important to make the required quarterly installments to minimize installment interest and/or penalties. If you are required to remit quarterly income tax installments, your first payment for the 2024 calendar year is due by March 15, 2024.


Payment for the preparation of your tax return is payable upon receipt of your return.

You can pay by personal cheque, Visa or MasterCard, cash or debit (in-office only). To pay via Interac e-Transfer, please use as a recipient email.

Tax returns will not be E-filed or released until payment is received in full.

If you have any questions regarding the filing of your personal income tax return, please do not hesitate to contact us.



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