Everything You Need to File Your Personal Taxes in Canada (2026)

Use this comprehensive checklist to gather your documents and follow our streamlined workflow for a stress-free tax season.

Our Tax Filing Workflow

A simple 5-step process to get your taxes filed accurately and on time.

1

Onboarding

Initial consultation to understand your unique situation.

2

Upload

Securely submit your documents via our client portal.

3

Review

Our experts analyze your data for maximum deductions.

4

Sign

Review and e-sign your completed return digitally.

5

File

We transmit your return directly to the CRA.

Access CRA My Account

Missing slips? You can download them directly from the CRA website.

Personal Information

Income Slips

Deductions & Receipts

Have specific questions about deductions?

Check the Tax FAQ