Establish the residency facts
The review begins with arrival dates, residential ties, previous residence and relevant family circumstances. Immigration status and tax residence are related facts but not interchangeable conclusions. Uncertain residence or treaty questions are identified for specialist assessment.
Income before and after Canadian tax residence is kept distinguishable. Canadian and foreign statements retain their original currency and the conversion evidence used. Information from the non-resident part of the year can still be needed for credits and benefits, even when its tax treatment differs.
A first-year record example
Imagine an illustrative person who establishes Canadian tax residence in Ottawa during 2025. Their records show $28,000 of Canadian employment income afterward and $950 of foreign interest during the resident period. Both sources are identified for the return review; the foreign account is not ignored because the employment slip was issued in Canada.
Prepare the return and next-year routine
We assemble the applicable slips, residency information, supported claims and questions about foreign property or accounts. The filing method and required authorization are confirmed for the particular return. Foreign tax reporting or complex cross-border matters receive a separately agreed review.
As of September 6, 2026, the ordinary 2025 filing deadline has passed. A first return still outstanding should be identified by year. Records for 2026 can be organized now, while the actual 2027 filing process and current guidance are checked when applicable.
Questions about this work
Do I need to report only income earned in Canada?
Not necessarily. Tax residence and the period involved determine what must be reviewed, including foreign income and information needed for credits or benefits.
Should I send immigration documents in the contact form?
No. Start with the tax year and a brief description. Any required documents are requested later through the agreed document-sharing arrangement.
Put this into practice
Sources and current guidance
A practical next step
Bring the records you have.
We can identify missing documents, agree on the scope and organize the next tax preparation step.
Request a tax review