Prepare for personal tax
Start gathering the documents for your return.
Open the standard checklistLLT Insights & Resources
Good information makes it easier to move forward. Find LLT’s tax preparation checklists, account setup guides, and business resources, together with links to official Canadian tax information.
Whether you are preparing your personal return or running a business in the Fraser Valley, start with the resource that matches what you need to do.
Start gathering the documents for your return.
Open the standard checklistFind the guide for CRA representative access.
Open the CRA setup guideDownload the business resource from LLT.
Open the financial statements guideUse these CRA resources to check the dates that apply to your return or business. Filing deadlines and payment deadlines can be different.
Check the filing and payment dates that apply to you. Self-employment and other circumstances can change the filing deadline.
Your CRA remitter type determines how often you remit and when payment is due.
Filing and payment dates depend on your reporting period and circumstances. Check both dates before you plan your payment.
A corporation’s return is generally due six months after its tax year-end. The tax payment deadline is separate.
Check corporate filing dates
Check corporate instalment dates
Prepare slips and summaries early. CRA guidance explains the filing deadline and the treatment of weekends and public holidays.
Check the contribution deadline for the tax year and confirm your available deduction limit before contributing.
Find the checklist, setup guide, or business resource you need. Each link opens a PDF.
Use the standard checklist to start gathering your documents. The detailed checklist is also available if you need it.
If the detailed checklist displays “Please wait” in your browser, download it and open it in Adobe Acrobat Reader. The standard checklist is available above.
Find LLT’s guides for CRA representative access and QuickBooks Online accountant access.
Explore the resources below on financial statements, owner compensation, workplace culture, and workplace conduct.
These PDFs reflect the information available when they were written. Ask LLT how the material applies to your situation today.
Handy PDFs you can download that we think will make your life a little easier.
Go directly to the organizations responsible for the information.