2026 Personal Tax Season for the
2025 Tax Return Filings
If you have already provided your documents to us, thank you. You may still want to read through this email as there is new information every year that may be relevant to you.
If you have any questions, want to connect with reception at the office or wish to schedule a consultation, please read further below for more details or leave a detailed voice message at 250-857-1857. Our front reception may not always physically be in the office, please note that we will be monitoring voicemails to assist in responding to your requests.
______ Save the planet and reduce your commute time by uploading your tax documents electronically via your login portal on the top right of the website. Clients who currently have an email with us should be able to login and create a new password, for those who have updated their email or do not have an email in the system, please let us know and we will get you set up. We will continue developing and expanding the website with more information about services as well as available options If you wish to provide paper documents, you can leave them in our mail slot at any time. Given most of our team now works hybrid-remotely, if you wish to physically hand them to our front reception, we are requesting that clients book an appointment to ensure a staff member is physically at the office in order to greet you using the links in the login portal. Please note this link is not an appointment for a consultation and is dedicated to booking a time with our reception to pick up or drop off documentation. If none of the available times work for you, please let us know your availability and we can look to coordinate. We try our best to have your return completed and back to you in a reasonable timeframe, however, if your returns are needed sooner please let us know.
How To Submit Your Documents
______ Please note that for those returns received after April 15th who are in a refund position, we may request to finalize the returns after the tax deadline in order to ensure those who are owing are processed by the deadline to avoid filing penalties. Please let us know if this is not ok if you are submitting your information after April 15. For all tax filings, amounts owing were due based on installments (if more than $3k) calculated on last year's tax return (unless the situation changed) and should/would have been paid throughout the year to avoid installment interest, with any remaining balance due before April 30th to avoid interest. The deadline for filing is April 30th for personal filings and June 15th for self-employed individuals; however, there are no penalties or interest if the return is filed after this date if there is no amount owing or the balance has been paid. If an amount is owing and not paid or filed for individuals by April 30th or a self-employed return that is owing and not paid or filed by June 15th, that is when late filing penalties will apply.
Filing Deadlines
______ To help focus on preparing returns during the busy portion of tax season, we typically look to coordinate picking up the packages after the tax deadline. If you wish to have your documents returned sooner, please let us know.
Returning Physical Documents
______ For invoicing, rather than issuing invoices for tax return preparation immediately upon completion of returns, for many clients we typically wait until after the end of each calendar year. This approach allows us to accommodate any additional services provided throughout the year, including CRA reviews, planning, or other assistance where needed. At this time, due to some staffing changes and a busier-than-expected start to the year, the invoicing for the work in 2025 is currently in process. If you wish to have your invoice prepared sooner, please let us know.
Invoicing
We look forward to connecting with you soon!
Documents and Checklists
2025 Services Agreement
2025 Tax Checklist
Tips & Tricks
Password Protection
For security reasons, we password protect all information that contains your Social Insurance Number.
If you wish to receive your documents without a password, please let us know.
Has your phone number or email address changed in the past year?
Please let us know or update your information via your login portal at the top of this page.
Already Have Your Taxes Covered This Year?
Send us an email at reception@sterlingfinancial.ca and we will remove you from our follow up list for this year's tax return.
Do not worry, we can follow up with you next year just to make sure you are doing alright!
If you wish to stop tax mailouts from Sterling Financial, please let us know.