Tax preparation and records for Ottawa residents and businesses.

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Income TaxOTTAWA

Tax document and deadline tools | Ottawa

Planning tools with explicit assumptions, source guidance and an editable enquiry summary.

Ottawa

Tax document checklist

Choose the situation closest to yours. More than one checklist may apply.

A starting checklist, not a determination of residency, claim eligibility or all required tax schedules. The enquiry summary contains categories only; do not add sensitive documents to it.

Your planning result

Enter the figures, then calculate.

Discuss this result

The next step adds a summary to the form. Review it before submitting.

Ottawa

Filing date versus balance-payment date

The personal options cover the 2025 tax year. The corporate option explains ordinary Part I income-tax deadlines relative to the corporation’s own year-end.

The self-employed extension changes filing, not the April 30 payment deadline. Special cases, including deceased taxpayers and surviving spouses, are excluded. The June filing option excludes businesses whose expenditures relate mostly to a tax shelter investment. A corporation’s three-month balance extension requires the applicable CCPC, small business deduction and taxable-income conditions, including associated corporations where relevant. Other corporate tax parts, amalgamations and wind-ups are outside this planner; a three-month extension does not apply to every tax shown on a T2. Confirm CRA instructions and weekend/public-holiday rules.

CRA: personal filing and payment dates

CRA: T2 filing

CRA: corporation balance due

Your planning result

Enter the figures, then calculate.

Discuss this result

The next step adds a summary to the form. Review it before submitting.

Ottawa

2026 personal income-tax instalment test

Use net tax owing as defined by CRA for the instalment test, not an unpaid account balance.

The applicable amount must be exceeded in 2026 AND in either 2025 or 2024. Threshold: $3,000, or $1,800 for Quebec residents for this federal test. No instalment amounts are calculated. Revenu Québec instalments are separate. Farmers and fishers have special rules and are outside this tool. Review the CRA reminder and calculation options.

CRA: who pays personal instalments

Your planning result

Enter the figures, then calculate.

Discuss this result

The next step adds a summary to the form. Review it before submitting.