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TAX PREPARATION

Client Guide to 2023 Realty Tax Services

Welcome to the Trowbridge Step-By-Step Guide for Realty Tax Services

We have included on this page a useful step-by-step guide to our Realty Tax Services for the taxation year 2023 (i.e. January 1, 2023, to December 31, 2023) provided to our clients who are Non-Resident Landlords in Canada. If you are looking for information for your 2022 taxation year reporting please proceed to this page.

All the steps, checklists, and forms you will find below are general in nature and are intended to assist you in assembling your Non-Resident reporting and tax information for us so that we may review, prepare and (if applicable) remit your required Non-Resident tax documents to Canada Revenue Agency

 

Following the Steps below, including the relevant deadlines, should allow you to submit to us a more complete package for reliable and accurate tax form preparation and, after submission should allow you to sit back and relax while we work to ensure your reporting is complete and compliant.

Need Help?

If you need any additional assistance, our Client Experience Team will be more than happy to assist you:

TAX SEASON - Step-by-Step

Please note we cannot commence preparation of any of your 2023 Non-Resident tax forms due by December 5, 2022 if we have not received all of the items from Steps 1 and 2 below.

PAY YOUR RETAINER

Payment of your retainer can be made using the link in your Retainer email or through this link:

REQUEST AN ENGAGEMENT LETTER

If you have not received an engagement letter from us, please email Client Experience

Please ensure you have signed your 2023 Engagement Letter which includes your personalized fee estimate and details regarding the tax services you will be engaging us for with regard to your 2023 Canadian Non-Resident Landlord obligations.

 

In addition, your retainer payment for our services is required to be paid before we commence work on your returns.

2023 FORM NR6 FILINGS

The NR6 Tax Data Organizer for the 2023 tax year is required in order to provide us with your personal information updated for any changes (i.e. foreign mailing address).  You can download it HERE

 

For returning clients, should you want to use your 2022 estimated rental information for your 2023 Form NR6, please indicate your choice within the Personal Information page of the NR6 TDO.

STEP 1 - DOWNLOAD THE NR6 TAX DATA ORGANIZER

STEP 2 - DOWNLOAD, COMPLETE, & UPLOAD

Save all documents to your local drive, complete your information, then upload them to the portal.

UPLOAD completed files to us through our secure client portal.  If you do not have access to our portal, please email PORTAL SUPPORT (who will address your request within one business day)

Your 2023 Form NR6 is in preparation by our firm and any questions or missing items will be requested through email by our team.

 

Once complete, your Form NR6 will be delivered to you through our secure client portal.

 

Please follow the instructions included with your Form NR6 to ensure timely filing.

 

Please note that we recommend that your NR6 is submitted PRIOR to December 5, 2022 for the 2023 Calendar Year.

DOWNLOAD FORM NR6 FROM OUR CLIENT PORTAL

2023 NR6 for filing with the CRA

This form reporting rents collected and tax remitted to CRA in the year 2023 is not due until March 31, 2024.

 

If we have been listed as your agents for 2023, we MUST prepare your 2023 Form NR4.

 

More information will be provided closer to the date.

2023 FORM NR4 FILINGS

This form for the 2023 TAXATION YEAR is not due until June 30, 2024.

 

If you have filed Form NR6 for the 2023 TAXATION YEAR, you MUST file a return prior to this date.

 

More information will be provided closer to the date

2023 NON-RESIDENT RENTAL TAX RETURN