www.canada.ca/en/revenue-agency.html - Canada Revenue Agency www.fin.gov.on.ca - Ontario Ministry of Finance www.ic.gc.ca - Industry Canada www.corporationscanada.ic.gc.ca - Corporations Canada www.servicecanada.gc.ca - Service Canada www.wsib.on.ca - WSIB www.labour.gov.on.ca - Ontario Ministry of Labour

February 28th Filing deadline – T4, T4A, T5 slips and summary information returns Payment deadline – final corporate tax balance due for non-CCPCs with calendar year-ends February 29th or March 1st RRSP contributions deadline March 31st Filing deadline – partnership annual information return (T5013 Filing deadline – trusts having a calendar year-end (T3) Payment deadline – final corporate tax balance due for most CCPCs with calendar year-ends Filing deadline –GST/HST annual return for other than self-employed Filing deadline – Non-Resident Tax Withholding, Remitting, and Reporting (NR4) return April 30th Filing deadline – Canadian personal income tax return (other than self-employed) Filing deadline – Canadian personal income tax return (other than self-employed) Payment deadline –…

Late T1, T2, T3 income tax return filings Penalty – 6% of unpaid tax plus 1% of unpaid tax for each complete month to a maximum of 12 months Late HST return filings Penalty – 1% of any unpaid tax plus 0.25% for each complete month the return is outstanding, to a maximum of 12 months (total penalty maxes at 4%) Late HST and income tax payments Interest – T-Bill rate plus 4% Late T3, T4, T5, NR4 & T5018 information return filings Penalty – greater of $100 or $10-$75/day times the number of days (to a maximum of 100 days) Late T5013 information return filings Penalty – $25/day…

General Last year’s tax return (if this is our first year) Last year’s Notice of Assessment (NOA) Details of changes to personal status – marriage, separation, birthdates, children birthdates, new address, telephone number, disabilities, death Amounts paid by tax installments T-Slips T4 Employment income T5 Interest or dividends T3 Mutual fund income T600 Canada Savings Bond interest T4OAS Old Age Security (age 65) T4A(P) Canada or Quebec Pension T4A Pension, retiring allowance, scholarships T4RIF Registered Retirement Income Fund T4RSP Withdrawal from a RRSP T5007 Workers compensation, social assistance T5013 Partnership income T4E Employment Insurance Benefits T4PS Profit Sharing Plan Deductions RRSP contribution slips Professional fees or union dues (if not on T4) Donations to Charities Medical expenses (drugs, dental, glasses, therapy, private health…

Personal income tax returns for the last 3 years Mailing Address Notices of Assessment / Reassessment for the past 3 years Schedule of unused losses (capital, non-capital, business) Copy of Will, death certificate, probate certificate, probate certificate and list of assets submitted for probate. Copy of Power of Attorney Terminal Return (if already filed) T Slips Investment Statements – bank and/or broker RRSP and RRIF Statements Bank Statements Documentation on any properties in the trust and activity on those properties Documentation on assets or businesses in foreign countries CPP death benefit information