Quebec tax checklist for filing your 2025 return in 2026

Use this checklist to gather records for your 2025 income tax returns filed in 2026. It is organized for Quebec employees, self-employed workers, and rental property owners. Keep only the sections that apply to your situation, and verify unusual items against the current CRA and Revenu Québec instructions.

2026 filing status

• The filing and payment deadline for most 2025 individual returns was April 30, 2026.
• The CRA filing deadline for most self-employed people and their spouses or common-law partners was June 15, 2026, while a 2025 balance owing was still due April 30, 2026.
• If your 2025 returns are still outstanding, file them as soon as practical and check both authorities for the consequences that apply to your account.

Core identification and prior year items

• SIN for you/spouse/dependents
• Address and banking info for direct deposit
• Prior year Notice of Assessment (RQ and CRA)
• Netfile access codes if applicable

Employment income (T4/RL-1)

• T4 and RL-1 slips
• T4A (commissions, other income)
• Union/professional dues receipts
• Employer-supplied work-expense forms or attestations, if you are claiming an eligible employment expense

Self-employed and business income (T2125/TP-80)

• Revenue summary and client invoices
• Business bank/credit statements
• Expenses: advertising, supplies, telecom, software, insurance, rent, vehicle (logbook), home office
• Asset purchases for CCA (date, cost, description)
• GST/QST filings and summaries if registered

Rental income (T776/TP-128-V)

• Rent roll by unit and dates collected
• Lease copies, rent increase notices
• Expenses: property and school taxes, insurance, utilities, repairs, maintenance, advertising, management fees, interest, professional fees
• Capital-improvement records kept separately from ordinary repair and maintenance invoices
• For mixed-use: allocation method and square footage

Investment and savings

• T5/T3/T5008 slips
• RRSP contribution receipts and registered-plan slips that apply to your return
• Capital gains statements, crypto/FX summaries
• Interest statements from mortgages or loans

Deductions and credits

• Charitable donation receipts
• Medical expenses (prescriptions, dental, vision)
• Childcare receipts with BN/SIN
• Tuition slips (T2202/RL-8)
• Moving-expense records, if you have confirmed that your move qualifies
• Support payments (agreements and proofs)

Special landlord considerations

• Before/after photos and invoices for large renos
• Loan statements showing interest by year
• Condo/HOA fee breakdown if applicable
• Records supporting how each unit was used during the year

Filing tips for Montreal landlords

• Reconcile rent roll to bank deposits monthly.
• Separate repairs vs capital improvements to avoid disallowed deductions.
• Track vehicle mileage for trips to your building (date, purpose, km).
• Store receipts digitally; keep backups.

FAQ

What slips cover rental income?

Rental income and expenses are generally reported using the applicable federal and Quebec schedules. Confirm the current forms for your facts before filing.

How do I track a major renovation?

Keep contracts, invoices, payment records, and before-and-after evidence. Classification depends on the work and the surrounding facts, so do not assume every project receives the same treatment.

What if I am missing a slip?

Request it from the issuer or retrieve it from RQ/CRA online accounts before filing.

Getting help with your file

If you are an employee, contractor, or landlord in Greater Montreal and want a clean tax filing with organized rental schedules, contact TaxCove for a personalized consultation. We combine tax prep and property management for plex owners who value accuracy and compliance.

Important notice: This article provides general information only and does not constitute personalized tax advice. Rules can change and include exceptions; validate your situation with a professional or the tax authorities.