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Complete Your Tax Checklist

It's Tax Time!

Tax Season Process

Let’s get started on your personal taxes for 2022 (to be filed in 2023).  Please follow the easy steps below.

Step 1: Complete the Easy Tax Checklist

It will only take a few minutes. Click here: Online Tax Checklist

OR the printable, fillable PDF checklist can be downloaded here.

Step 2: Gather your tax slips and any requested supporting documents

After you complete the online checklist, you’ll receive an email and PDF indicating the supporting documentation to send us.

Step 3: Send us your slips and supporting documents

  • Upload your tax slips and other documents to our secure portal: Stern Cohen Portal
  • Drop off, mail or courier to our office.

If you receive additional slips after the fact, promptly notify us and submit to us to avoid any CRA penalties that may be incurred for failing to report all income.

Don’t Wait!  Make sure your supporting information and tax documents are sent to us by April 7. Any later and we cannot guarantee your return will be completed by the filing deadline.

That’s it for now!

When your return has been completed or if we have any questions, we will contact you.

Other Resources:

Let’s Go Digital this Tax Season – How to scan your paper documents with your mobile phone. Includes how to zip multiple files into a zip folder.

How to Pay the CRA – Make a payment to the CRA for personal income taxes, business taxes, or some government programs.

Canadian Tax Return Deadlines – Updated for 2023!

Fillable, printable PDF Version of the Checklist

Fillable PDF Self-employed Supplement Checklist

Fillable PDF Rental Income Supplement Checklist

Foreign Property Questionnaire

Trove from Prosper Canada
Worksheets and tips on the Trove website will help you learn more about tax filing, how to read your notice of assessment, and more information about benefits that may be relevant for your situation.

Remember: Don’t send personal information through email! Regular, unencrypted email is not secure. Never include personal or confidential information in a regular email.