Dos and Don'ts of Preparing Taxes
Do- Double check everything.
- File online for faster, easier, more accurate return preparation and a faster refund.
- Use the CRA's NETFILE service for free, if are able to.
- Be sure to have all required forms, receipts, schedules and other materials (T1, T4 and/or T4A, provincial tax credit forms, etc.).
- Check only one filing status on your return.
- File with a preparer affiliated with a professional organization.
- File with someone you trust and of whom you can ask questions.
- File with a certified accountant, if necessary.
- File online with a site listed as an authorized NETFILE provider.
- Print off your self-prepared tax form for e-filing and have a friend or family member check it over.
- Check over your printed form once more, just to be sure.
- Report suspected tax fraud to the Canadian Revenue Agency (you can find out who to contact at cra-arc.gc.ca/agency/investigations/reach_us-e.html).
- Check the CRA website for lots of other information.
- Check our "before you file" page.
- Be sure to file on time.
- Purchase a refund anticipation loan (RAL). They are unnecessarily costly when you can e-file and have your refund in a matter of weeks.
- File with a tax preparer who promises you a higher return than other tax preparers.
- File with a tax preparer who bases his or her fee on your refund amount.
- Forget that you are always ultimately responsible for the accuracy and legality of your T1 tax return.
- Forget to fill out your GST credit form.
- File online if you are uncomfortable with the technology.
- Use an online file preparation service that does not make substantial yearly upgrades.
- File unless you have printed off copies of all your forms and reread the hard copy.
- File unless you have double checked absolutely everything.
- Forget to check the accuracy of social insurance numbers for you, your spouse and all dependents.
- Forget to sign your form.

