From Receipts to Refunds đź’¸

Money Matters
1

New month, new goals! We’re officially “marching” into tax season. Let’s be real: filing is a chore, but future-you will thank you when that refund drops early.

3-step game plan:

  • Folder up: “Taxes 2025” on your desktop or cloud.
  • Doc check: Gather T-slips, receipts, and CRA info.
  • Track deductibles: Home office, transit, or other work expenses — start logging now.

Think of it as financial spring cleaning: a little effort now = less chaos later.

Are you team digital folders or team shoebox of receipts for taxes? Leave your comments below! :backhand_index_pointing_down:

2

Team digital for life! :victory_hand:

3

Digital keeps me more organized.

4

Team shoebox, but its time to take more care and attention to these!

5

Team Digital, been using Wealthsimple Tax, and it’s super easy.

6

Shoebox, I’ll eventually make the switch to digital.

7

I file my taxes digitally but keep both digital and hard copies. Totally redundant but satisfies my brain. :joy:

8

Filing digitally but keeping both digital and hard copies just gives that extra peace of mind. The CRA recommends keeping your tax docs for at least a few years in case they ever ask to see something.

9

We’re over here waving at you from the digital side :waving_hand:… we’ll save you a spot when you’re ready! :grinning_face_with_smiling_eyes:

10

It’s definitely reassuring. :grinning_face_with_smiling_eyes:

11

Team digital, been using Wealthsimple tax to file .

12

I do the same thing! :slight_smile: