Client Discussion - Tax Filing Milestones
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January:
Jan. 2: Reduce your tax withholdings at source: file your TD1 form to claim tax credits and a T1213 form. Make your TFSA deposit.
Jan. 16: Defer stock option benefits.
Jan. 30: interest payment on inter-spousal loans. |
April:
April 15: US tax filing date
April 30: T1 individual tax filind deadline |
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February:
T4, T5 slips due
Federal Budget review (dates vary) |
May:
Will and estate planning review |
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March:
Federal Budget review for 2010
RRSP filing deadline
Pension Adjustment Reversal deadlines
March 15: instalment due
T3 slips due |
June:
T1 proprietorship filing deadline
June 15: instalment
Closer Connection Exception Statement for Aliens (IRS Form 8840) |
Discuss these milestones with your clients when doing your year end planning in order that these important deadlines are not missed.
Join us next week for more milestones to mark in your calendar for discussion purposes.
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