Checklists & Resources

Useful checklists, step-by-step guides and practical information to help you prepare for your taxes and work with the CRA.

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Tax Preparation Checklists

Get organized and make tax filing easier. Download the checklist that matches your situation so you know what documents to gather.

Personal Income TaxDocuments for your personal tax return (e.g. T4, T5, RRSP, tuition, etc.). Moving ExpensesWhat to include for work-related moving expenses and eligible deductions. Employment ExpensesDocuments for claiming employment expenses (e.g. T2200, professional dues, etc.). Rental PropertyDocuments for rental income and expenses (e.g. mortgage interest, property tax, repairs, etc.). Sale of Rental PropertyDocuments for reporting a sale (e.g. capital gain, recapture, PRE, etc.). Self-EmployedWhat to prepare if you're self-employed (e.g. income, expenses, vehicle, home office, etc.). CorporationDocuments for business owners and corporations (e.g. income, expenses, shareholder information, etc.).
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CRA Services & Communication

Learn how to communicate with the CRA and manage your tax matters. Download step-by-step instructions for common tasks.

Digital Signature InstructionsHow to sign documents electronically for CRA and Solid Tax. Register CRA My AccountStep-by-step instructions to register and use your personal CRA My Account. CRA Authorization — PersonalHow to give Solid Tax permission to deal with the CRA on your behalf. CRA Authorization — BusinessHow to authorize Solid Tax for your business (e.g. corporation or sole proprietorship). How to Make a CRA Tax PaymentDifferent ways to pay your taxes and outstanding balances. Register CRA My Business AccountInstructions for registering and accessing your business CRA account.
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Tax Resources & Guides

Find helpful information on common tax topics. These plain-language guides explain what you need to know and what action to take.

Change Your Home to a Rental PropertyKey tax considerations when you start renting out your principal residence. Turning Your Home Into a Rental Property Lock the Value or Defer the Decision? Election under Subsection 45(2)When it applies and how to make the election for a change of use. Guide for First-Time Tax FilersKey information for new tax filers, including important slips, credits and deadlines.

These resources provide general information and may not cover every tax situation. Please contact Solid Tax if you are unsure which checklist applies to you.