Tax Season Odyssey 2024: Personal Income Tax Checklist

Crowe Soberman’s Tax Group
Client Tool
| 2/1/2024

The simplified 2023 Personal Income Tax Checklist is designed to assist you in gathering the reporting information and documents necessary for preparing your return. 

For security purposes, all documentation, slips and receipts should be uploaded to our Client Portal. For support setting up or accessing the portal, contact your Crowe Soberman advisor or their assistant.

Note that if you or your spouse carried on a business in the year, you have until June 17, 2024 to file your personal income tax return. However, any tax liabilities that you or your spouse have, are due April 30, 2024

Important for EFILE

It is mandatory for all tax returns prepared by Crowe Soberman to be e-filed (certain exceptions are provided by CRA). 


Filing your tax return electronically is fast, safe, easy, and environmentally friendly. The benefits of using EFILE Online are:

  • Individuals who have their returns e-filed can generally expect to have their returns and refunds processed within two weeks. You can get your refund even faster if you use direct deposit.
  • Crowe Soberman receives an electronic acknowledgment that the return has been received.
  • If you have to pay, you can e-file your return early and avoid paying the amount owing until April 30. Your payment can be made by telephone, internet banking, ATM or by using the remittance form. In many cases, taxpayers receive their notice of assessment before the payment is due. 

Crowe Soberman will store your returns electronically in a secure environment that can be easily accessed when, or if, required.

Please note that it is the taxpayer’s responsibility to maintain a complete copy of all income tax supporting information.

All completed returns will be delivered by way of our client portal, unless you inform us otherwise. If you have any questions regarding the organizer or wish to discuss any aspect of your personal tax situation, please contact us at your earliest convenience.

Click here to access your Personal Tax Checklist

Contact Us

Ananth Balasingam Crowe Soberman
Ananth Balasingam
Partner, Tax
Ananth Balasingam Professional Corporation
Ross Pasceri Crowe Soberman
Ross Pasceri
Partner, Tax
Rosario Pasceri Professional Corporation