Filing Tips for Beginners

#1 Decide how you are going to file

Paper or Online?

Yourself or Get Help?

#2 Keep all the documents from the previous year saved and organized by different categories.

#3 Understand your filing status

Your filing status is used to determine your filing requirements, deduction, eligibility for certain credits, and your correct tax.(Single, Married filing separately, Married filing jointly, Head of household, or Qualifying widower)

#4 Write down the deadline

#5 Gather the right documents (medical receipts, T4 and T4A,etc..)

#6 File your return accurately

Don’t forget to include all the necessary information – it matters!

#7 Create a CRA My Account

Information Needed

Social insurance number and other personal data

Income T-slips (T4s, T5s, etc.)

Records of any other income

Relevant documentation for deductions and credits: You should keep track of expenses that can lower your tax burden.
The list includes medical expenses, charitable donations, childcare or caregiver expenses, monthly transit pass, RRSP contribution limit, etc.

Important

- You can start filing taxes in mid February, and the deadline is typically the end of April.
- If you're self-employed, the deadline to file your taxes is typically mid-June.
- The dates change each year so you should visit the Canada Revenue Agency's site for specific dates.

When to file?

Request a change to your tax return by filing a T1 amendment through the "my account" feature of the CRA, by mail, or through EFILE or NETFILE if you use an online software

Made a mistake while filing?

Where/How to get the forms for paper filing?

1

2

3

View and order forms at canada.ca/taxes-general-package
Call the CRA at 1-855-330-3305 to order a copy.
Download one from the Canada Revenue Agency website

(Canada Revenue Agency → forms and publics → scroll down and select the forms that you want to download)

If you choose to file your taxes online on any certified software, like TurboTax, you can access the online forms through the “Ready to file” page and enter the required information

References:
- Better Money Habits. (2021, December 13). How to file your own taxes: 6 steps for Beginners. Better Money Habits. Retrieved December 28, 2021, from https://bettermoneyhabits.bankofamerica.com/en/taxes-income/how-to-file-your-taxes-in-your-20s
- credit.com. (2021, February 6). How to do taxes yourself: A step-by-step guide | credit.com. Credit.com. Retrieved December 28, 2021, from https://www.credit.com/blog/how-to-do-taxes-yourself
- First-time tax filers, it's easier than you think. Manulife Bank. (2020, March 24). Retrieved December 3, 2021, from https://www.manulifebank.ca/personal-banking/plan-and-learn/personal-finance/how-to-file-taxes-for-the-first-time.html
- Canada, T. T. (2020, February 21). How to file income tax returns electronically in Canada. 2021 TurboTax® Canada Tips. Retrieved January 17, 2022, from https://turbotax.intuit.ca/tips/how-to-file-income-tax-electronically-in-canada260#:~:text=Though%20not%20required%20to%20file,tax%20refunds%20and%20GST%20rebates.
- Canada, F. C. A. of. (2021, January 29). Government of Canada. Canada.ca. Retrieved November 16, 2021, from https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/taxes/taxes-4/7.html

Filing Tips for Beginners

Filing Tips for Beginners

Tax Services

Tax Services

Tax Services

Filing Tips for Beginners

#1 Decide how you are going to file

#2 Keep all the documents from the previous year saved and organized by different categories.

#3 Understand your filing status

#4 Write down the deadline

#5 Gather the right documents (medical receipts, T4 and T4A,etc..)

#6 File your return accurately

#7 Create a CRA My Account

Information Needed

Social insurance number and other personal data

Income T-slips (T4s, T5s, etc.)

Records of any other income

Relevant documentation for deductions and credits: You should keep track of expenses that can lower your tax burden.
The list includes medical expenses, charitable donations, childcare or caregiver expenses, monthly transit pass, RRSP contribution limit, etc.

Important

- You can start filing taxes in mid February, and the deadline is typically the end of April.
- If you're self-employed, the deadline to file your taxes is typically mid-June.
- The dates change each year so you should visit the Canada Revenue Agency's site for specific dates.

When to file?

Request a change to your tax return by filing a T1 amendment through the "my account" feature of the CRA, by mail, or through EFILE or NETFILE if you use an online software

Made a mistake while filing?

Where/How to get the forms for paper filing?

1

2

3

View and order forms at canada.ca/taxes-general-package

Call the CRA at 1-855-330-3305 to order a copy.

Download one from the Canada Revenue Agency website

(Canada Revenue Agency → forms and publics → scroll down and select the forms that you want to download)

If you choose to file your taxes online on any certified software, like TurboTax, you can access the online forms through the “Ready to file” page and enter the required information

Filing Tips for Beginners

#1 Decide how you are going to file

#2 Keep all the documents from the previous year saved and organized by different categories.

#3 Understand your filing status

#4 Write down the deadline

#5 Gather the right documents (medical receipts, T4 and T4A,etc..)

​

#6 File your return accurately

#7 Create a CRA My Account

Information Needed

Social insurance number and other personal data

Income T-slips (T4s, T5s, etc.)

Records of any other income

Relevant documentation for deductions and credits: You should keep track of expenses that can lower your tax burden. The list includes medical expenses, charitable donations, childcare or caregiver expenses, monthly transit pass, RRSP contribution limit, etc.

Important

- You can start filing taxes in mid February, and the deadline is typically the end of April. - If you're self-employed, the deadline to file your taxes is typically mid-June. - The dates change each year so you should visit the Canada Revenue Agency's site for specific dates.

When to file?

Request a change to your tax return by filing a T1 amendment through the "my account" feature of the CRA, by mail, or through EFILE or NETFILE if you use an online software

Made a mistake while filing?

Where/How to get the forms for paper filing?

1

2

3

View and order forms at canada.ca/taxes-general-package

Call the CRA at 1-855-330-3305 to order a copy.

Download one from the Canada Revenue Agency website

(Canada Revenue Agency → forms and publics → scroll down and select the forms that you want to download)​

If you choose to file your taxes online on any certified software, like TurboTax, you can access the online forms through the “Ready to file” page and enter the required information

Relevant documentation for deductions and credits: You should keep track of expenses that can lower your tax burden.
The list includes medical expenses, charitable donations, childcare or caregiver expenses, monthly transit pass, RRSP contribution limit, etc.

- You can start filing taxes in mid February, and the deadline is typically the end of April.
- If you're self-employed, the deadline to file your taxes is typically mid-June.
- The dates change each year so you should visit the Canada Revenue Agency's site for specific dates.

(Canada Revenue Agency → forms and publics → scroll down and select the forms that you want to download)