Getting Ready for Tax Season: Your 2025 Checklist
Tax season does not have to feel overwhelming. With the right preparation, the process moves smoothly — and the sooner you gather your documents, the sooner we can get to work on your behalf.
Over the coming weeks, you will receive income slips, investment statements, and other tax documents from employers, financial institutions, and the Canada Revenue Agency. Knowing what to look for — and what applies to your situation — makes all the difference.
That is why we have put together tailored checklists based on how you earn your income. Whether you are an employee, run your own business, or operate through a corporation, your checklist is ready to download below.
Which Checklist Is Right for You?
Not all tax returns are the same. Use the table below to identify which checklist matches your situation.
| Standard Personal | Self-Employed | Owner-Managed / Corporate | |
|---|---|---|---|
| Who this is for | Employees, retirees, investors, non-business landlords | Sole proprietors, freelancers, unincorporated business owners | Shareholders and directors of incorporated businesses |
| Income type | T4 employment income, investment income, government benefits | Business or professional income plus personal income | Salary or dividends from a corporation |
| Key extras | Registered plan contributions, life events, credits | Business expenses, vehicle log, home office, HST/GST | Corporate financials, shareholder loans, payroll |
| Filing form | T1 | T1 with T2125 | T1 personal plus corporate T2 |
If you are not sure which category applies to you, reach out — we are glad to help you figure it out before you begin gathering documents.
Download Your Checklist
Select the checklist that matches your situation and download it to get started.
[ Standard Personal Checklist – Download PDF ]
[ Self-Employed Checklist – Download PDF ]
[ Owner-Managed / Corporate Checklist – Download PDF ]
Once You Have Everything Together
When you have gathered all of the documents on your checklist, upload them directly through our client portal and let us know your package is complete. We begin preparing your return once we have your full set of documents – so that confirmation from you is what gets the process started.
[ Upload Documents – Client Portal ]
If you are waiting on a slip that has not arrived yet, let us know. We can advise on timing and flag anything that could affect your filing if it comes in late.
A few things worth keeping in mind as you gather documents:
Claims related to vehicles, home offices, and asset purchases are subject to increased CRA review. Complete records on these items help us support your filing and reduce the risk of reassessment.
If you are unsure whether a document is relevant to your return, include it anyway. It is always easier for us to set something aside than to go back looking for it later.
Questions? We Are Here.
Tax season is one of the most important times of year for your finances, and we take that seriously. If anything on your checklist raises questions, or if your situation has changed since last year, reach out before you begin. A quick conversation now can save time — and surprises — later.