Investment Tax Filing

Original price was: $239.99.Current price is: $199.99.

  • Capital Gains/Loss Optimization
  • T3/T5 Filing
  • Rental Income
  • Tax-Efficient Planning Recommendations

⚠️ Important: Once you select the service and complete your order look for the order confirmation email. In the email you will find a link to a form which will guide you through out the process and document submission. Please contact us if you can not find the link in your order email. 

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WHAT IS INVESTMENT TAX FILING?

Investment Tax Filing is the process of reporting investment related income and activity on your personal tax return to the Canada Revenue Agency (CRA). This includes income earned from stocks, ETFs, mutual funds, interest, dividends, rental properties, and other investment assets. Since investment income can come from multiple sources and slips, accurate reporting is essential to avoid CRA issues and to ensure your taxes are optimized.

Our Investment Tax Filing service helps individuals and investors report investment income properly while identifying planning opportunities that can reduce taxes legally. We handle common investment slips such as T3 and T5, review all investment income details, and ensure proper reporting of capital gains and losses.

A key part of this service is Capital Gains and Loss Optimization. This includes properly tracking gains and losses, identifying allowable losses, and using them strategically to reduce taxable gains where possible. If you earn income from rental properties, we also report your rental income accurately and ensure expenses are accounted for correctly.

In addition to filing, we provide Tax Efficient Planning Recommendations to help you make smarter long term decisions. This may include structuring investment income better, preparing for future gains, and avoiding costly reporting mistakes.

What’s included

  • Capital gains and capital loss optimization
  • T3 and T5 filing and reporting
  • Rental income reporting (if applicable)
  • Tax efficient planning recommendations based on your situation

WHO WILL BENEFIT FROM THIS SERVICE?

This service is ideal for individuals who earn investment income or manage assets beyond basic employment income. Investment taxes can become complex, and even small errors can result in CRA reviews, missed deductions, or unnecessary tax payments.

You will benefit from this service if you are:

  • An investor earning dividends, interest, or distributions and receiving T3 and T5 slips
  • Someone who bought or sold investments and needs capital gains reporting
  • An individual who wants to optimize capital losses to reduce taxable gains
  • A rental property owner who needs accurate reporting of rental income and expenses
  • A person with multiple investment accounts and slips across banks and brokerages
  • Anyone looking for tax efficient planning guidance to reduce tax exposure over time

Why clients choose this service

  • Accurate reporting of investment income and rental income
  • Capital gain and loss optimization to reduce tax legally
  • T3 and T5 slips filed correctly with full compliance
  • Planning focused recommendations for long term tax efficiency
Corporation Income Tax Filing
Newcomers First Year Tax Filing

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