RESOURCES
We’ve put together some helpful resources to make tax preparation easier.
Here you’ll find tax checklists, important tax dates, answers to common questions, and links to useful CRA information.
If you cannot find what you are looking for, please contact us. We’re happy to help.
Not sure what documents you need for your tax return? Our checklists provide a simple guide to the information and documents that may apply to you.
For individuals and families preparing their personal tax return.
For self-employed individuals, contractors, sole proprietors and small business owners.
For incorporated businesses preparing their annual corporate tax return.
For estates and trusts that require a T3 Trust Income Tax and Information Return.
Not sure whether a document applies to you? Send it to us and we’ll review it.
April 30 – Generally the deadline to file and pay any balance owing.
June 15 – Generally the filing deadline.
April 30 – Balance owing is generally due by this date.
A T2 corporate tax return is generally due within six months of the corporation’s fiscal year end.
Corporate tax balances are generally due two months after the fiscal year-end, although some corporations may qualify for a three-month payment deadline.
A T3 return is generally due within 90 days after the trust’s tax year-end.
Deadlines depend on your reporting period and account.
Deadlines can vary depending on your individual or business circumstances. Please contact us if you are unsure of your deadline.
If you have a balance owing to CRA, you can generally pay through:
If you are having difficulty paying your CRA balance, contact us. We can help you understand your tax situation and discuss the options available through CRA.
If you would like LDA Income Tax Services to communicate with CRA and access your tax information on your behalf, you can authorize us as your representative.
For most personal tax clients, authorization can be completed through your CRA My Account.
Generally, you will:
STEP 01
Sign in to your CRA My Account.
STEP 02
Go to your profile and find Authorized Representative(s).
STEP 03
Select the option to add a representative.
STEP 04
Enter the representative information provided by LDA.
STEP 05
Select the appropriate authorization and submit.
If you need help with the authorization process, please contact us.
Our fees are competitive and reasonable for the services we provide.
Every tax return is different. The final fee depends on the type and complexity of the return, the information involved and the time required to complete the preparation.
Once we have the full picture and complete the preparation of your return, our tax preparation software helps us determine the accurate fee for your particular return.
This depends on your individual situation.
Our tax checklists provide a convenient starting point. If you are unsure about a document, provide it to us and we will determine whether it is required.
Yes. We can assist with previous or unfiled tax returns.
Please contact us and let us know which years need to be filed.
Yes. We can assist with CRA correspondence, reassessments, requests for information and other tax-related matters.
Where appropriate, you can authorize LDA to communicate with CRA on your behalf.
Yes. We prepare tax returns for self-employed individuals and businesses, as well as T2 corporate income tax returns.
Yes. We can assist with T3 Trust Income Tax and Information Returns for estates and trusts.
LDA TAX SERVICES
Have a question that isn’t answered here?
Contact LDA Income Tax Services.
We provide personal, professional tax services for individuals, families and businesses.
Personal Tax Returns • Business & Corporate Tax • Back Taxes • CRA Assistance • Tax Planning • Bookkeeping • Payroll
“It’s not what you make — it’s what you keep.”