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Documents you need for the 2020 personal tax return

2/19/2021

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It’s time to compile all your receipts to prepare your income tax return for 2020. We’d prepared a list of documents to provide to serve you better.

How to send you documents this year? Go to our website: www.dcastro.ca and Click on the CLIENT PORTAL button, you will be directed to the E-courier.ca message, just type your email address, a description and attach your documents. And say Hi!! 

We use E-courier as our SECURE deposit box to keep all your documents safe and secure. All your messages are send by encrypted email and files are kept confidential, because your privacy is important to us! No password required to send the documents and you will get a confirmation message as soon as we receive the message and when is opened.

To ensure the efficiency of this processes we created to serve you better, it is important you sign and send all the authorization documents we send you, on time and legible: 
  • T183 Information Return for Electronic Filing of an individual Tax and Benefit Return
  • T1013 Authorizing or Cancelling a Representative
  • T1135 Foreing Income Verification Statement
  • 2020 T1 Foreign Property Reporting

E-signatures are accepted.

Important Dates to Remember

  • March 1, 2021 Final date for 2020 RRSP contributions
  • March 15, 2021 Payment due date for first quarterly 2021 tax instalment
  • April 30, 2021 Due date for 2020 income tax return due and payment of taxes owing
  • June 15, 2021 Filing due date for 2020 income tax return due for self-employed individuals

Please review the attached checklist, note any changes and check the items you are including. 

See you soon!!!!

Personal Tax Checklist
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    Author

    Dayani Castro is a Cuban-born, proud Canadian bookkeeper and tax consultant known for bringing calm, clarity, and confidence to entrepreneurs who want more than “just bookkeeping.”

    She arrived in Canada in 2008 with her daughter, a suitcase, and a determination to create a different kind of future. She wanted independence, opportunity, and stability for her family. Starting over from zero taught her the power of community, clarity, and resilience.

    In 2012, she opened her own firm with a simple mission: to help other immigrants and small business owners avoid the confusion and financial stress she once faced. Today, she supports clients across Ontario with reliable monthly bookkeeping, practical tax guidance, and clear explanations that often make people say, “Now it finally makes sense.” Her vision goes far beyond balanced books and always is looking for learning opportunities to improve her skills and help others.

    Dayani helps people build the kind of financial confidence that opens new possibilities for their business, their family, and their community.

    IMPORTANT: this blog is for informational and educational purposes only. 

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