Complete Your Tax Checklist

It's Tax Time!

Tax Season Process:

Let’s get started on your personal taxes for 2021 (to be filed in 2022).  Please follow the easy steps below.

Step 1: Complete the Online Tax Checklist

Click here: Online Tax Checklist

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

The online checklist indicates supporting documents required. PLUS, after you complete the online checklist, you’ll also receive an email and PDF indicating the supporting documentation you need to submit.

Step 3: Send us your slips and supporting documents

We are strongly encouraging clients to send soft copies of their documents to our secure portal. Click for instructions on how to do this.

  • Upload your tax slips and other documents to our secure portal: Stern Cohen Portal
  • Use Canada Post to mail them to our office
  • Drop them off at our office reception “drop box” on the 14th floor at 45 St. Clair Avenue West
  • Courier by appointment only. Please contact our reception at 416-967-5100 x221

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.

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 SeasonHow to upload your documents and slips. 

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 2022!

Fillable PDF Tax Checklist

Fillable PDF Self-employed Supplement Checklist

Fillable PDF Rental Income Supplement Checklist