Expatriate Tax & Investment Consulting
WORKING ABROAD
RETIRING ABROAD
SEMINARS
CONTACT US
HOME
ABOUT US
SERVICES
HOMESICK
TESTIMONIALS
MEDIA/ARTICLES
LINKS

Income Tax Services for Non-Residents

Non residency will be reviewed by our firm on receipt of NR73 forms to our office, and we will review and suggest modifications for optimal tax treatment. We will provide you with documentation sample letters, which are returned to you with the revised NR73 form. Generally, NR73 forms need not be filed with Canada Customs & Revenue Agency.

Non-resident departure tax returns are required for both husband and spouse, even if spouse had no income in year of departure. If only a single return is prepared we require copy of spousal return for integration. On-going preparation of any necessary non-resident Canadian and US personal and rental tax returns including resident Canadian family returns. Financial/Investment planning often is tax deductible. Personal tax return preparation is not generally tax deductible in Canada, but is tax deductible in the USA.

1. Complete and email Contact Us Form
2. Print forms 1, 2 and NR73 (English or French versions) and fax back to us.
3. We will then review your individual issues by phone, email or fax.
4. We advise on more than tax or non-residency issues to offer you peace of mind.
[Return to Top of Page]

Filing Rental Tax Returns

Non Resident Rental Returns are due by June 30th each year.
See Rental Property Information and the list on the Tax Questionnaire. Income Summary, including NR4 tax receipt and farm/crop income.

We require proof of income from Property Manager or cancelled cheques on Lease Expense Summary (Receipts are required-faxed or mailed):
- Bank mortgage interest (not combined P&I)
- Rental agency fees
- Property tax receipt
- Tax return preparation fees
- Property maintenance or farm expenses
- NR6 (copy) signed by agent and owner
- NR4 tax slip (A Canada Customs & Revenue Agency agent must prepare and file with CCRA by March 31 of each year).

[Return to Top of Page]

Ask us a Question Professional Investment Services (Canada) Inc.