# Use Tax Outcomes to Plan Ahead 💡

**URL:** <https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558>\
**Category:** Money Matters\
**Created:** [March 10, 2026, 4:00pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558 "2026-03-10T16:00:48Z")\
**Posts on this page:** 9\
**Page:** 1

<div class="post-metadata">

**Author:** ![Yeni-Neo](https://sea2.discourse-cdn.com/flex002/user_avatar/neofinancial.discourse.group/yeni-neo/32/2246_2.png) [@Yeni-Neo](https://neofinancial.discourse.group/u/Yeni-Neo)\
**Post date:** [March 10, 2026, 4:00pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/1 "2026-03-10T16:00:48Z")

</div>

Think of tax time as more than paperwork—it’s insight into your cash flow. Whether your return ends up as a refund or a balance owing, getting organized early helps you make informed choices and plan ahead.

Filing early gives you time to adjust withholdings or set up a payment arrangement through the CRA if you owe, so you avoid surprises and keep your budget steady.

How are you preparing for your tax outcome this year? Share your tips below! 👇

---

<div class="post-metadata">

**Author:** ![Kepsin12](https://avatars.discourse-cdn.com/v4/letter/k/65b543/32.png) [@Kepsin12](https://neofinancial.discourse.group/u/Kepsin12)\
**Post date:** [March 10, 2026, 4:10pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/2 "2026-03-10T16:10:48Z")

</div>

I am planning to invest all of it. I have to hit my investment goals this year!👌

---

<div class="post-metadata">

**Author:** ![Mattbrennan](https://sea2.discourse-cdn.com/flex002/user_avatar/neofinancial.discourse.group/mattbrennan/32/1825_2.png) [@Mattbrennan](https://neofinancial.discourse.group/u/Mattbrennan)\
**Post date:** [March 10, 2026, 4:21pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/3 "2026-03-10T16:21:13Z")

</div>

We are getting a refund! With diligent saving and investing through the year we plan to spend it, maybe on a trip!

---

<div class="post-metadata">

**Author:** ![Sterls-zee1](https://avatars.discourse-cdn.com/v4/letter/s/90ced4/32.png) [@Sterls-zee1](https://neofinancial.discourse.group/u/Sterls-zee1)\
**Post date:** [March 10, 2026, 4:42pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/4 "2026-03-10T16:42:11Z")

</div>

Turns out I owe taxes because my employer didn’t deduct enough from my pay throughout the year.😔

---

<div class="post-metadata">

**Author:** ![tristianomalley1](https://avatars.discourse-cdn.com/v4/letter/t/e19adc/32.png) [@tristianomalley1](https://neofinancial.discourse.group/u/tristianomalley1)\
**Post date:** [March 10, 2026, 4:45pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/5 "2026-03-10T16:45:41Z")

</div>

We sold property this year. Maternity leave, and job changes. Its kinda hard to say what we will shake out with!

---

<div class="post-metadata">

**Author:** ![TiffD\_Neo](https://sea2.discourse-cdn.com/flex002/user_avatar/neofinancial.discourse.group/tiffd_neo/32/1313_2.png) [@TiffD\_Neo](https://neofinancial.discourse.group/u/TiffD_Neo)\
**Post date:** [March 10, 2026, 4:51pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/6 "2026-03-10T16:51:22Z")

</div>

@Mattbrennan, any top destinations in mind? ✈

---

<div class="post-metadata">

**Author:** ![Matcha12](https://avatars.discourse-cdn.com/v4/letter/m/c37758/32.png) [@Matcha12](https://neofinancial.discourse.group/u/Matcha12)\
**Post date:** [March 10, 2026, 4:54pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/7 "2026-03-10T16:54:15Z")

</div>

Looking to get a refund as I used my FHSA 🏠 ; I will put the refund in a house account for upgrades, etc.

---

<div class="post-metadata">

**Author:** ![Mattbrennan](https://sea2.discourse-cdn.com/flex002/user_avatar/neofinancial.discourse.group/mattbrennan/32/1825_2.png) [@Mattbrennan](https://neofinancial.discourse.group/u/Mattbrennan)\
**Post date:** [March 11, 2026, 4:56am UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/8 "2026-03-11T04:56:40Z")

</div>

Nothing planned yet. We have a 9 month old so hoping somewhere good with a baby! Any recommendations?

---

<div class="post-metadata">

**Author:** ![Yeni-Neo](https://sea2.discourse-cdn.com/flex002/user_avatar/neofinancial.discourse.group/yeni-neo/32/2246_2.png) [@Yeni-Neo](https://neofinancial.discourse.group/u/Yeni-Neo)\
**Post date:** [March 16, 2026, 7:01pm UTC](https://neofinancial.discourse.group/t/use-tax-outcomes-to-plan-ahead/4558/9 "2026-03-16T19:01:48Z")

</div>

@Mattbrennan 9 months is such a fun age for a first trip! Since they aren’t running around yet, a stroller-friendly spot with a slower pace is usually the way to go. I’d highly recommend looking for a suite or apartment-style stay.
