Checklist
The Canadian Mortgage Broker's Tax Season Checklist
Appraisal documentation plays a critical role in accurate income reporting, expense deductions, and CRA compliance—but organizing it all before filing deadlines can be overwhelming. This checklist helps Canadian mortgage brokers streamline their tax prep with a clear, month-by-month action plan.
Download the checklist to get:
A complete timeline from January through June, with key CRA deadlines and quarterly installment reminders
Appraisal documentation checklists for commission impact, deductible costs, and capital gains calculations
Province-specific tax considerations for BC, Ontario, Quebec, and other regions
CRA record retention requirements and principal residence reporting rules
Professional resources including government contacts and industry organizations