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What do I
need to do?

Click on the moons on the right to read more about what action you need to take and when to take it.

Now and ongoing
January 1
February 28
April 30
June 15
After filing

Now and ongoing

Here's what you should be doing now:

  • Review the FAQ section for any further points relevant to you.

Complete your GA Track your Location

  • It's important to keep the “Track your Location” tool (i.e. calendar) in GA up-to-date at all times. This is used by the Deloitte team in Canada and in any other countries in which Deloitte is supporting your compliance requirements.
  • The tool should confirm which country you're in and where you work each day.
  • The tool can be completed in the GA Portal.
  • Click here to view how to complete the GA Track your Location
    • Keeping the tool up-to-date ensures we correctly assess your Canadian tax residency position and can determine the taxable portion of your pay that needs to be reported in Canada. You should continue to complete the tool until December 31 of the final year Deloitte is engaged to assist with your taxes.

Retain all relevant records

It's important to retain all relevant records for the period you're working in Canada. These generally include:

Travel: 
Please maintain accurate travel records and supporting documentation such as boarding passes, booking receipts, confirmation emails, etc.

Work abroad: meeting agendas, itineraries, screenshots of emails sent for days spent working outside Canada.

Investments: statements or certificates relating to any investment income for the tax year and details of any taxes withheld or paid.

If you are becoming a Canadian tax resident, obtain records of investments/properties you hold as of the date you become a Canadian tax resident for deemed acquisition purposes.

These records may be required for accurate completion of your Canadian tax return and will be needed if CRA requests them to support your tax return.

You can upload documents to the Global Advantage portal at any time to provide them to Deloitte.

From January 1

  • We will support you with the preparation of your Canadian tax return.
  • Following the end of the tax year in December, we will contact you to ask you to complete About Me (i.e. tax questionnaire) to provide Deloitte with your tax data necessary to complete your tax return.
    • If you are not 100% certain of items in your "About Me" questionnaire, you will have an opportunity to add comments. All questionnaires are reviewed by Deloitte staff in detail prior to completing your returns.
  • The "About Me" questionnaire, can be accessed via the GA Portal. You will receive an email when it is available.
  • The sooner you can submit your information, the sooner we can make a start on your tax return. We'll let you know once it is complete so you can review and approve it via the GA Portal.

February 28

Due date for T4 slip, “Statement of Remuneration Paid” from the employer.

Certain slips (such as T3/T5 slips from mutual funds and trusts and RRSP contributions in Jan-Feb) are issued in March.

If you are eligible and wish to make RRSP contributions for the prior tax year, they must be made within the first 60 days of the current tax year.

By April 30

  • For most individuals: File your Canadian tax return and Form T1135 (if applicable)
  • Pay any tax balance due

By June 15

  • If you or your spouse have self-employment income: File your Canadian tax return and Form T1135 (if applicable).
  • Please note that any taxes payable are still due April 30.

After filing

  • Await your Notice of Assessment from the CRA detailing if they accepted your return or made any changes. If it does not agree with the return filed, notify your Deloitte contact to determine the appropriate next steps.
  • The CRA may send letters requesting supporting documents. Upon receipt, upload the letter to the GA portal and notify your Deloitte contact to determine the appropriate next steps.