Tax Return Checklists

We offer our tax services throughout the year to our investment clients. We are not taking on NEW tax clients at this time.

The tax deadline to file a Canadian personal return is April 30th. If you are self-employed, the filing deadline is June 15th, but late-payment interest will accrue effective May 1st. The above deadlines only apply if you have a tax balance owing.

If you have a non-registered account, we request that you wait until after April 1st to send in your documents. Financial institutions take longer to send in non-registered account tax receipts to CRA. We don’t want to risk filing before all documents have been received.

You can drop off your tax documents by e-mail, fax, or in person at our office. No appointment is necessary to drop off your documents. However, we ask that you let us know in advance if this is your preference. We kindly ask you to make use of electronic submission options, if possible. You can send your documents to us by email or log onto your Wealthview account, go to Share Documents on the left menu and follow the instructions.  Download the Wealthview User Guide, and go to page 8 for details.

We require a three-week turnaround to complete your return. Therefore, if you want to be sure your file will be completed by April 30th, you should drop off your documents no later than April 7th.

What’s New

We have updated our tax checklists for the 2021 tax year.

Changes you need to know about:

  • We have moved to a 3-week turnaround to complete your tax returns.
  • We will automatically generate a PDF tax return this year. If you wish to have a printed copy, there is an extra charge of $5.00.
  • We no longer need your Notice of Assessment or your previous year’s tax folder.
  • If you have a non-registered account at YF, please drop off your taxes after April 1st, 2021.
  • If you have a non-registered account outside of YF, please provide copies of your gain/loss statements.
  • Are you self-employed? Please enter totals on our Business Worksheet. We do not need receipts [such as BC Hydro, Cell, etc].
  • Did you work from home in 2021? We have created a new Employment Expenses Worksheet to help you determine if you are eligible to apply these expenses to your tax return AND if you should use the simplified or the detailed calculation method. Be sure to ask your employer to complete a T2200 or a T2200S form (this form is required).


2021Fee Schedule Downloadable PDF