Canadian Tax and
Financial Information
Prepare Before Filing

Ads keep this website free for you. does not research or endorse any product or service appearing in ads on this site.  Before making a major financial decision you  should consult a qualified professional.

Looking for US tax information?

Need an accounting, tax or financial advisor? Look in our Directory.      Stay Connected with!

What's New
Personal Tax
Sales Taxes
Free in 30!
Financial Planning
Real Estate
Stocks Bonds etc.
British Columbia
Atlantic Provinces
Federal Budget
Provincial Budgets
Statistics etc.
Site Map
Advertise With Us
Contact Us/About Us
Links & Resources

Filing Your Return  -> Prepare Ahead

Prepare - Make Sure You Have all Your Receipts and Information Slips Before Filing Your Return.

Most tax information slips are mailed by the end of February.  However, T3 slips, which are issued by mutual fund companies do not have to be mailed until the end of March.  Thus, if you have mutual funds outside of an RRSP, it is advisable to wait until at least a week into April to file your return.

Make sure you have all your receipts together before preparing your tax return, such as donations and medical expenses.

If you have investments outside of RRSPs (i.e., in non-registered accounts), have all your brokerage statements organized to provide the required information.  You should also receive a "trading summary" from your brokerage, listing all the trades made during the year.  You can use the prior year trading summaries to confirm the cost basis of any investments you have sold in the current tax year.

Revised: August 20, 2018

Copyright © 2002 Boat Harbour Investments Ltd. All Rights Reserved.  See Reproduction of information from

Facebook  | Twitter  |  Google + |  Monthly Newsletter Sign-up  What’s New E-mail Notification RSS News Feed
The information on this site is not intended to be a substitute for professional advice.  Each person's situation differs, and a professional advisor can assist you in using the information on this web site to your best advantage. 
Please see our legal disclaimer regarding the use of information on our site, and our Privacy Policy regarding information that may be collected from visitors to our site.