Filing Your Personal Return

We identify eligible credits, optimize your filing, and ensure full CRA compliance—without the stress.

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Illustration of Canadian tax return

Personal Tax Returns


Accurate, compliant personal tax preparation for individuals and families—designed to make filing straightforward while helping you take advantage of eligible credits and deductions.

How the process works

Step 1

Gather your documents

We start by collecting your key forms and records, such as T4 slips, T5s, RRSP contribution receipts, tuition forms (T2202), medical expenses, charitable donation receipts, and any documents relevant to your situation.

Step 2

Meet with your tax professional

Once your documents are assembled, we schedule a consultation to review your tax profile, discuss unique circumstances, and answer questions so we have a complete and accurate picture.

Step 3

We prepare your return

Your tax professional prepares your return using the information provided—calculating income, deductions, credits, and benefits while ensuring everything aligns with current CRA requirements.

Step 4

Review and approve

When your return is ready, we share a copy for your review. We walk through key figures, answer final questions, and confirm that all information is complete before filing.

Step 5

File with the CRA

After approval, we electronically file your return with the Canada Revenue Agency (CRA) and confirm successful submission. If you receive follow-up correspondence, we are available to help you understand and respond.

What we typically need from you

To prepare and file your personal income tax return, we generally require the following information and documents. Additional items may be requested depending on your situation.

  • Social Insurance Number (SIN)
  • Driver's license or provincial ID
  • Employment income slips (T4)
  • Investment income slips (T5, T3, etc.)
  • RRSP contribution receipts
  • Tuition forms (T2202)
  • Medical expense receipts
  • Charitable donation receipts
  • Self-employment or rental records
  • CRA notices or prior assessments

Why clients choose Urban Income Tax

Accurate, compliant filings

We pay close attention to the details, ensuring your return is prepared accurately and in line with CRA requirements.

Optimized for credits and deductions

We identify eligible credits and deductions so opportunities aren't overlooked and your filing is appropriately optimized.

Clear, supportive experience

We explain the process in clear language, answer questions, and provide guidance throughout your filing so you can move forward with confidence.




Personal Tax FAQs

What documents should I bring?

Please bring or upload your T4/T4A/T5 slips, RRSP and tuition receipts, rental or self-employment income records, donation and medical receipts, and last year's Notice of Assessment.

Do you work with students, newcomers, and seniors?

Yes. We regularly file for students, newcomers to Canada, seniors, and sole proprietors, and tailor credits and deductions to each situation.

Can you file my return remotely?

We can complete the entire return by phone and secure document upload if you prefer not to visit the office.