Tax refunds | Investment Executive https://www.investmentexecutive.com/tag/tax-refunds/ Canada's news source for financial professionals Fri, 26 Sep 2025 15:42:52 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tax refunds | Investment Executive https://www.investmentexecutive.com/tag/tax-refunds/ 32 32 Expect further processing delays for incorrectly assessed T1s claiming LCGE https://www.investmentexecutive.com/news/industry-news/expect-further-processing-delays-for-incorrectly-assessed-t1s-claiming-lcge/ Fri, 26 Sep 2025 15:42:51 +0000 https://www.investmentexecutive.com/?p=521306 CRA provides updated timeline for reassessments

The post Expect further processing delays for incorrectly assessed T1s claiming LCGE appeared first on Investment Executive.

]]>
Commonly missed tax credits and deductions https://www.investmentexecutive.com/news/industry-news/commonly-missed-tax-credits-and-deductions/ Tue, 15 Apr 2025 20:53:52 +0000 https://www.investmentexecutive.com/?p=507338 Here's a quick checklist ahead of the April 30 filing deadline

The post Commonly missed tax credits and deductions appeared first on Investment Executive.

]]>
FCA sanctions dividend arbitrage trading https://www.investmentexecutive.com/news/from-the-regulators/fca-sanctions-dividend-arbitrage-trading/ Tue, 18 Feb 2025 20:10:10 +0000 https://www.investmentexecutive.com/?p=502700 Case marks the regulator's eighth and last enforcement action in this area

The post FCA sanctions dividend arbitrage trading appeared first on Investment Executive.

]]>
Legal challenges to capital gains tax changes aim to restore certainty to taxpayers https://www.investmentexecutive.com/news/industry-news/legal-challenges-to-capital-gains-tax-changes-aim-to-restore-certainty-to-taxpayers/ Wed, 29 Jan 2025 21:16:07 +0000 https://www.investmentexecutive.com/?p=501230 CRA is “trying to have it both ways,” legal counsel says

The post Legal challenges to capital gains tax changes aim to restore certainty to taxpayers appeared first on Investment Executive.

]]>
Finance tax rebate ruling unreasonable, court finds https://www.investmentexecutive.com/news/from-the-regulators/finance-tax-rebate-ruling-unreasonable-court-finds/ Thu, 03 Oct 2024 19:31:08 +0000 https://www.investmentexecutive.com/?p=493890 Rebate decision failed to properly consider impacts of the pandemic

The post Finance tax rebate ruling unreasonable, court finds appeared first on Investment Executive.

]]>
Improve your client’s cash flow with proper tax planning https://www.investmentexecutive.com/inside-track_/jamie-golombek/improve-your-clients-cash-flow-with-proper-tax-planning/ Mon, 20 Mar 2023 19:00:30 +0000 https://www.investmentexecutive.com/?p=462496 Two forms can eliminate a tax refund for 2023

The post Improve your client’s cash flow with proper tax planning appeared first on Investment Executive.

]]>
How can you amend a broken tax return? https://www.investmentexecutive.com/newspaper_/special-report-on-taxes/how-can-you-amend-a-broken-tax-return/ Mon, 13 Mar 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=461526 Clients can make corrections on previously filed documents through online channels or using a paper form

The post How can you amend a broken tax return? appeared first on Investment Executive.

]]>
Tax slip error has significant fallout for client https://www.investmentexecutive.com/insight/columns/tax-slip-error-has-significant-fallout-for-client/ Thu, 01 Sep 2022 19:00:23 +0000 https://www.investmentexecutive.com/?p=450602 Proactive collaboration is critical for resolution, client well-being

The post Tax slip error has significant fallout for client appeared first on Investment Executive.

]]>
Time for automatic tax filing? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/time-for-automatic-tax-filing/ Mon, 22 Feb 2021 05:09:00 +0000 https://www.investmentexecutive.com/?p=416030 The government has proposed automated returns for simple tax situations

The post Time for automatic tax filing? appeared first on Investment Executive.

]]>
Help clients plan for tax-efficient charitable giving https://www.investmentexecutive.com/inside-track_/jamie-golombek/help-clients-plan-for-tax-efficient-charitable-giving/ Fri, 11 Dec 2020 20:00:13 +0000 https://www.investmentexecutive.com/?p=412673 Three topics to discuss with your clients before the end of the year

The post Help clients plan for tax-efficient charitable giving appeared first on Investment Executive.

]]>