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Welcome to the Trowbridge Step-By-Step Guide for Realty Tax Services
This page includes a step-by-step guide to our Realty Tax Services for our clients who are Non-Resident Landlords in Canada. If Trowbridge assists you with more than your Non-Resident obligations, please refer to our Client Guide to Tax Preparation for a guide that will walk you through the information required for the completion of your additional US and/or Canadian Income Tax Returns.
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 and returns 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.
TAX SEASON - Step-by-Step
Please note we cannot commence preparation of your tax returns if we have not received all of the items from Steps 1 through 3 below.
Step 1 Checklist
Step 1 Checklist is required in order for you to provide us with your personal information updated with any changes for the 2025 tax year (marital status, mailing address, dependent status).
STEP 1 DOWNLOADS
Save all documents to your local drive, complete your information, then upload to the Portal.
Please access our Realty Tax Checklist:
Please provide your rental income and expense details on the realty tax checklist which is an online webform
Should you want to use your own prepared summary of rental income by property, please upload it to your portal.
Any questions or missing items that are obvious to our team will be requested through email.
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If you directly remitted withholding tax (25%) on your gross rental income with the CRA, please complete the NR4 proforma slip request letter and mail it to the CRA at the address mentioned on the letter.
If you would like to provide any additional information or supporting documents, please upload it to our secure portal.
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(Kindly upload documents in PDF, Word, or Excel format only.)
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Your tax return is now in preparation by our firm.
You can now sit back and relax while we work diligently to provide you with a complete and accurate tax return package.
Should you have additional information arrive AFTER you submit your tax package, please ensure you notify your tax advisor or Client Experience and upload your additional details to the portal.
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Any questions or missing items that are obvious to our team will be requested through email.
Your tax returns will be delivered to you through the portal, and you will receive a “Delivery Email” from our Client Experience Team with details.
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Once your tax returns are delivered to you, please ensure you download a copy for your records.
Please follow the instructions provided in the delivery email within 5 days of delivery.
Please follow the instructions included with your Section 216 Non-Resident Rental Tax Return to ensure timely filing.