Sample · page 1 of 2Generated from the default questionnaire answers. Yours is rebuilt around your own household.
Year-End Tax & Finance Checklist (Personalized)
RRSP/TFSA/FHSA contributions, receipts, T-slips, CRA deadlines, plus self-employed, gig, crypto, newcomer, and first-time home buyer guidance — personalized to your household.
- Printable PDF (8.5×11)
- Editable Excel / Google Sheets
- Ready seconds after checkout
- Download link on the thank-you page, plus a backup by email
- Secure checkout via Stripe
- Broken or not as described? We fix it or refund it within 14 days — refund policy
Want everything? The Complete Bundle includes this plus every other binder and personalized checklist we make, for $97.
Quick answer
What is on a Canadian year-end tax checklist?
It runs December through April 30: in December, top up RRSP, TFSA, and FHSA room, harvest capital losses by Dec 27, and make charitable donations by Dec 31; in January, set up CRA My Account and Auto-fill My Return; in February, collect T4/T5/T3/T4A slips and medical/child-care receipts; the RRSP deadline is early March; and the filing deadline is April 30 (June 15 for the self-employed, though any balance owing is still due April 30).
How personalization works
This isn't a static PDF. After checkout you'll answer a short questionnaire, and we generate a printable PDF and an editable Excel workbook built around your answers.
- Step 1
Check out
Secure Stripe checkout. Your personalization link opens instantly on the thank-you page and is emailed to you as a backup.
- Step 2
Answer roughly a dozen questions
Takes about 3 minutes. Your answers auto-save — you can come back and change them any time during your 30-day window.
- Step 3
We generate your files
Personalization runs the moment you click Download — no waiting queue and no email delivery to wait on.
- Step 4
Download instantly
A printable PDF and an editable .xlsx workbook (opens in Excel or Google Sheets) download to your device. Regenerate any time.
What we ask you
- Province and income types beyond a T4 job (self-employed, incorporated, rental, investments, crypto, gig, foreign income)
- Dependants, and anything else that applies (newcomer, student, retired, first-time home buyer, moved provinces, DTC)
- RRSP / TFSA / FHSA contribution intentions
- Any custom deduction or slip you want tracked
What gets generated
- December-to-April tax timeline
- Self-employed, gig, and crypto sections — only if they apply to you
- Newcomer, student, retired, or first-time home buyer guidance matched to your situation
- Personalized slip & receipt tracker and deduction & credit checklist
What's included
- RRSP/TFSA/FHSA contribution planner
- T-slip & receipt tracker
- Self-employed, gig & crypto section
- Newcomer, student, retired & first-time home buyer guidance
- Editable Excel workbook
Exactly what you'll receive
Every section of the printable PDF and every tab of the editable spreadsheet that arrives in your download.
Personalized printable PDF (8.5×11)
PDF sections
- November — contribution room
- December — tax-loss & rebalancing
- December — receipts & records
- January — statement season
- February — file prep
- March — file & finalize
Editable Excel workbook (.xlsx)
Workbook tabs
- ChecklistSection · Item · Done · Notes — one row per checklist item, ready to tick off or export.
Section titles adjust to your questionnaire answers — this is the default layout.
How your personalized year-end tax & finance checklist works
Close out the Canadian tax year on your terms — month by month, matched to your income, your family, and your province.
A peek at your output
Sample from the "November — contribution room" section using default answers — your version reflects the details you enter.
November — contribution room
- Log into CRA My Account — check RRSP + TFSA room (both carry forward, so confirm the real number, not an estimate)
- Confirm employer RRSP match maxed for the year — free money left on the table doesn't roll over
- Plan final RRSP contribution (deadline: first 60 days of the following year)
- Plan final TFSA top-up for the calendar year
- Skip RESP — no dependents on this checklist
- FHSA contribution if eligible — check both the annual and lifetime limits before assuming room
Who it's for
Canadian households pulling together slips, receipts, and RRSP/TFSA contributions from December through April — including self-employed, gig, crypto, newcomer, student, retired, and first-time home buyer situations.
How it helps
Every tax and financial task to close out the Canadian tax year, December through April, personalized to your household. RRSP/TFSA/FHSA contribution planning, T-slip and receipt tracking, CRA deadlines, self-employed and gig-economy filing steps, cryptocurrency and foreign-property (T1135) reporting, and dedicated guidance if you're a newcomer to Canada, a student, retired, or buying your first home this year.
Common questions
It runs December through April 30: in December, top up RRSP, TFSA, and FHSA room, harvest capital losses by Dec 27, and make charitable donations by Dec 31; in January, set up CRA My Account and Auto-fill My Return; in February, collect T4/T5/T3/T4A slips and medical/child-care receipts; the RRSP deadline is early March; and the filing deadline is April 30 (June 15 for the self-employed, though any balance owing is still due April 30).
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