Key tax deadlines for the 2026 tax year.
March 1, 2027 – RRSP contribution deadline for the 2026 tax year.
April 15, 2027 – U.S. Form 1040 and FBAR (FinCEN 114) due; any U.S. tax owing must be paid.
April 30, 2027 – Canadian T1 personal return due and any balance owing must be paid; Form T1135 is due with your return.
June 15, 2027 – Canadian T1 due for self-employed individuals and their spouses (balance still due April 30); automatic U.S. filing extension for U.S. citizens living in Canada.
October 15, 2027 – Extended U.S. Form 1040 deadline (with Form 4868) and extended FBAR deadline.
Corporations (T2) – return due 6 months after your fiscal year-end; balance due 2 or 3 months after year-end.
Dates can change when they fall on a weekend or holiday. Contact us to confirm your deadlines.
What to bring to your tax appointment.
Not sure what you need? Call 604-496-2200 and we'll send you a checklist for your situation.
Canadian return
- T4, T4A and T4E slips
- T5, T3 and T5008 investment slips
- RRSP and FHSA contribution receipts
- tuition (T2202), medical, donation and child care receipts
- rental income and expense records
- self-employment income and expenses
- last year's Notice of Assessment
- foreign property details for Form T1135
U.S. return
- W-2, 1099 and 1042-S forms
- last year's U.S. return (1040 or 1040-NR)
- SSN or ITIN
- highest balance of each non-U.S. bank and investment account (for FBAR and Form 8938)
- U.S. rental or business income and expenses
- dates you were in the U.S. this year
Cross-border tax FAQ.
I'm a U.S. citizen living in Canada. Do I have to file a U.S. return?
Yes. U.S. citizens and green card holders must file a U.S. return every year wherever they live, even if no U.S. tax is owed. Foreign tax credits and the Canada–U.S. tax treaty usually prevent double tax.
What is an FBAR?
The FBAR (FinCEN Form 114) reports your non-U.S. bank and investment accounts if their combined highest balance was over US$10,000 at any time in the year. It is filed separately from your tax return.
I haven't filed U.S. returns for years. What can I do?
The IRS Streamlined Foreign Offshore Procedures let many people catch up by filing 3 years of returns and 6 years of FBARs, usually without penalties. We can check whether you qualify.
I'm moving between Canada and the U.S. What should I plan for?
Plan before you move: your departure date, departure tax on certain assets, RRSP and TFSA treatment, and filing in both countries in the year you move.
Can you help if I don't live near Surrey?
Yes. We serve clients across Canada and the U.S. by phone, video and secure document upload, as well as in person at our Surrey office.
Official CRA and IRS links.
Have a question about your situation?