Investor Tax Return

Tax Filing for Investors

Welcome to Tax Filing Investors – where we simplify taxes for investors like you! Whether you’re navigating stocks, real estate, or other investments, our team is here to make your tax filing seamless. We specialize in understanding the unique tax considerations for investors, ensuring you optimize your returns. Say goodbye to tax complexities and hello to a straightforward filing experience. Let’s make your investments work for you, starting with stress-free tax filing at Tax Filing Investors!

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How it works

Simplify Your Taxes with Our Professional Service

You - Collect documents

Download our relevant checklist and collect slips, receipts and other necessary documents.

We - Prepare Tax return

We will find all possible tax credits and deductions and prepare your tax return.​

You - Review

Before filing your tax return, you review the result of your tax return, and if you want, we will discuss the details.

We - File Tax return

We will file your tax return, and you will get the notice of assessment soon! Easy!

Download Investor Tax Checklist

Here's a checklist of documents typically required to file a tax return for an investor in Canada
Why Choose US

Accurate Record Keeping

Here are our core competencies

100% Accurate Calculation

Precision in Every Calculation: Ensure 100% Accuracy with Our Professional Services

Maximum Tax Efficiency

Optimize Your Tax Strategy: Achieve Maximum Efficiency with Our Expert Guidance

Reasonable Pricing

Affordable Quality: Experience Top-Quality Services at Reasonable Rates

Broad Availability Time Slots

Flexible Scheduling Made Easy: Choose from a Wide Range of Available Time Slots

File with an Expert

217.99 CAD

per return

Expertly file your taxes with ease. Trust our professionals for accurate, personalized service fitted to your needs.

File on your Own

47.99 CAD

per return

Take charge of your taxes with our user-friendly software. Easily prepare and file your return hassle-free.

Frequently Asked Questions

Do I need to file taxes on my investments in Canada?

Yes, if you earned income from your investments in Canada, such as dividends, interest, or capital gains, you are generally required to report this income on your tax return.

How are investment gains taxed in Canada?

In Canada, investment gains are generally taxed as capital gains. Fifty percent of the capital gains are included in your taxable income, and they are taxed at your marginal tax rate. However, certain types of investments, such as Canadian dividends, may have preferential tax treatment.

When is the deadline for filing Canadian investor tax returns?

The deadline for filing Canadian tax returns, including those for investors, is generally April 30th of the following tax year. However, self-employed individuals and their spouses or common-law partners have until June 15th to file, but any balance owing is still due by April 30th.

What forms do I need to file my Canadian investor tax return?

You will typically need to include various information slips, such as T3, T5, and T5008 slips, which report different types of investment income like dividends, interest, and capital gains. Additionally, you will fill out the T1 General Income Tax and Benefit Return.

Can I deduct investment expenses on my Canadian tax return?

Yes, you may be able to deduct certain investment expenses, such as investment management fees or safety deposit box fees, on your tax return. These deductions can help reduce your taxable income and potentially lower your tax liability.

Can I file my Canadian investor tax return online?

Yes, you can file your Canadian investor tax return online using the Canada Revenue Agency's (CRA) NETFILE service or through authorized tax preparation software. This provides a convenient and efficient way to submit your investment income and deductions electronically.

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