Gather the slips, receipts and account details you need before filing your 2026 return in spring 2027, and check the common savings you might miss.
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Work through this list in February and March, once employers and banks have issued their slips (most are due by the end of February). The list is grouped so that you first collect income slips, then the deductions that lower taxable income, then the credits that reduce tax, and finally the couple and family items that only work if both partners file.
Why it matters: the CRA matches slips it receives from payers against your return. A missing T4 or T5 is one of the most common reasons for a reassessment months later, sometimes with interest and, on a second omission within four years, a repeated-failure-to-report penalty. Missing receipts are the most common reason people overpay: medical expenses, child care and RRSP contributions made in the first 60 days of 2027 are easy to forget.
Tip: CRA's Auto-fill my return service in certified software pulls many slips and your RRSP limit directly from CRA records, but it does not see receipts such as medical or child care costs, and slips that arrive late may be missing. Compare it with your own pile before you file.
Ticks are saved only in your browser. This list is general information; your situation may need other forms. See deadlines for the 2026 tax year.
Deadlines, Penalties and Official Sources
How to correct a filed return (Change my return, ReFILE, T1-ADJ), the 90-day objection deadline, appeals to the Tax Court, CRA review letters and requests for taxpayer relief.
Deadlines, Penalties and Official Sources
How the CRA's late-filing penalty (5% + 1% a month, or 10% + 2% for repeat filers) and daily interest are calculated, with worked examples, and how to ask for relief.
Worked Calculations and Checklists
How to split up to 50% of eligible pension income with a spouse on Form T1032, which pensions qualify before and after 65, a worked Ontario example and Quebec's rules.
Deadlines, Penalties and Official Sources
Every personal tax deadline for the 2026 tax year in Canada: December 31 planning dates, the March 1, 2027 RRSP deadline, April 30 and June 15 filing, instalments and Quebec.
Deadlines, Penalties and Official Sources
The personal tax mistakes that most often lead to penalties, interest or lost benefits in Canada, how to fix each one, and the official CRA and Revenu Québec sources to rely on.
Deadlines, Penalties and Official Sources
Who must pay quarterly tax instalments ($3,000 net tax owing, $1,800 in Quebec), the March, June, September and December dates, three calculation options and a retiree example.
