Personal Income Tax Returns

2025/2026 Tax Season

As we kick off the 2026 tax season, the Greg Evans Team is excited to assist with your personal income tax preparation.
Submit your documents securely by April 9, 2026, and we’ll handle the rest so you can relax.


Important Dates

February 23, 2026 - The CRA’s EFILE system is available to file personal tax returns

March 2, 2026 - Last day to contribute to RRSP’s
- T4 / T4A / T5 / T5008 slip filing deadline

March 15, 2026 - First quarter due date for 2026 personal tax installments
(please refer to your CRA account to confirm if you must make installments)

March 31, 2026 - T3 slip filing deadline
- T3 trust returns (with a December 31st year end) filing deadline
- T1-OVP filing deadline - for excess RRSP contributions

April 30, 2026 - Personal tax return filing deadline - for Individuals
- Personal tax return payments due - for all filers, including both Individuals and Self-Employed
- HST return payments due - for Self-Employed

June 15, 2026 - Personal tax return filing deadline - for Self-Employed
- Second quarter due date for 2026 personal tax installments

Please follow the instructions below so we can complete your tax returns in a timely and accurate manner.

Tax Forms

  1. Carefully read and sign the Engagement Letter. This should be completed before we begin your return.
    Each individual having a return prepared must sign a separate letter.

  2. Complete the Tax Checklist.

  3. Submit all completed documents, slips, and receipts to your Client Portal by April 9, 2026.


We have provided multiple ways for you to access and complete the forms, please choose what works best for you:


Submitting Documents

Our Client Portal is the preferred and secure way for us to receive your tax documents. If you are not on the portal, please email emily@gregevans.ca to be enrolled.

We prefer documents to be in PDF, Word, or Excel format, as applicable. If you do not have a scanner, there are several free apps (such as Adobe Scan) that you can download onto your smartphone in order to convert a photo to a PDF.

As a last resort, we can accept high-quality photos of documents.

Submission Deadline

To guarantee completion of your returns by the April 30, 2026 deadline we need to receive your tax information by April 9, 2026.

If the deadline is approaching and you are still waiting on tax documents, please reach out and let us know.
We will advise next steps depending on what information you are waiting on.

Additional Worksheets

These worksheets may be helpful in preparing information for your taxes and are available in both Excel and PDF format:

  • Business Income and Expense worksheet - Excel / PDF

  • Mileage Log - Excel / PDF
    (to track business-use of a personal vehicle - required to claim any vehicle expenses)

  • Rental Property Income and Expense worksheet - Excel / PDF

  • Medical Travel Worksheet - Excel / PDF

  • Employment Expenses - Excel / PDF


If there is more information or documents you would like to see here, please let us know. We would love to hear from you.
Email info@gregevans.ca

Completed Tax Returns and Payment Info

We will notify you when your taxes are complete and ready to be signed, either in-personal or electronically through the portal.

To electronically file your tax return, we require the following:

  1. Signed Engagement Letter

  2. Signed T183 (Information Return for Electronic Filing - this form gives us authorization to EFILE your return)

  3. Payment in full - You will receive an invoice by email, through the portal, or if picking up at the office it will be included in your package.

Payment Options:

  • E-transfers to greg@gregevans.ca

  • In-office: Cheque, Debit/Interac, Credit Card

  • Call to pay with your Credit Card over the phone

  • Online with your Credit Card: Click the Pay Online button below, or scan the QR code on your invoice

Do you have investments? How do you know you received all your tax slips?

Over the last couple of years, we have found that taxpayers aren’t receiving all of their tax slips. Sometimes they are late, and sometimes they don’t show up at all. We want to bring this to your attention because not all slips are available in your CRA portal either. And sometimes the information in the portal isn’t enough so we need the physical slip. We are relying on you to ensure all tax slips are provided to us. The CRA is charging penalties for missing tax slips so we want to work with you to avoid that as much as possible.

When you have investments, it can be hard to know exactly what slips you are expecting, and it may change each year depending on what happens in the investment accounts. We recommend reaching out to your investment advisor each year to confirm. Or, if you provide us with authorization and their contact info, we can reach out to them directly as well.

Key Points about investment tax documents:

  • Even if you have only one investment account, you may receive multiple tax slips.

  • The tax slips may not be sent at the same time and may even be prepared by different companies.

  • We may require more information than just the tax slip itself. It helps us if you provide all documents you receive in your year end tax package.

  • Not all tax documents are mailed out. Some are only made available to you online through your investment platform. Don’t forget to check there!

  • Not all tax slips will appear in your CRA portal.

  • The T3 slip filing deadline is March 31st. That means you may not receive all of your slips until mid-April.

  • If a tax slip is in your CRA portal, there are times not all the information is available. We would prefer actual copies of each slip to ensure your return is prepared correctly.

Have questions? Don’t hesitate to contact us.