Tools to help you prepare.
Estimate your tax refund or balance owing, and check off every document you need before your appointment.
Every deadline, in order.
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New tax year begins
Keep receipts from day one and plan instalments for the year ahead.
Slips arrive
T4, T4A and T5 slips are due to you by the end of February.
RRSP deadline
Contributions in the first 60 days count toward last year’s return.
Personal returns due
Most people must file and pay any balance by April 30.
Self-employed filing
Self-employed returns are due June 15; any balance was still due April 30.
Instalment due
Quarterly instalments: March 15, June 15, September 15 and December 15.
Year-end planning
Last chance for donations, RRSP-eligible moves and business purchases this year.
Will you get a refund or owe tax?
Estimate your Ontario personal tax for 2023–2026 using the CRA's official rates for each year. Takes less than a minute.
Estimate only, not tax advice. Includes federal and Ontario tax, CPP/EI credits, Ontario tax reduction, LIFT credit, Ontario Health Premium, the Canada Workers Benefit (less any advance payments), the GST/HST credit (Canada Groceries and Essentials Benefit) and the Ontario Trillium Benefit. Not included: other credits (tuition, medical, donations, dependants, age, pension, disability), children, seniors' amounts, self-employment, capital gains and dividends. 2026 benefit amounts use the latest published rates until the CRA releases new ones.
Watch and learn on YouTube.
Short, practical videos on Canadian tax, bookkeeping and CRA topics from the SZ Accounting Services team.
Your tax document checklist.
Bring these to your appointment (or email them to us) and we'll take care of the rest.
- T4 slips from all employers
- T5 / T3 investment slips
- RRSP & FHSA contribution receipts
- Rent receipts or property tax bill
- Childcare expense receipts
- Medical & dental receipts
- Tuition slips (T2202)
- Last year's Notice of Assessment
Missing a document? Our team will help you obtain it.
Submit your documents- Total business income for the year
- Business expense receipts
- Vehicle log & fuel/repair costs
- Home office expenses (rent, utilities)
- HST number & HST collected/paid
- Phone & internet bills
- Equipment or truck purchases
- Last year's Notice of Assessment
Missing a document? Our team will help you obtain it.
Submit your documents- Bank & credit card statements
- Sales invoices & purchase receipts
- Payroll records & T4 summary
- HST returns filed during the year
- Loan & lease agreements
- Fixed asset purchases/sales
- Shareholder loan details
- Prior year T2 & financial statements
Missing a document? Our team will help you obtain it.
Submit your documents