TandemTax

TandemTax 30 years experience in income tax, estate administration and bookkeeping for small business.

03/29/2026

Our secure digital services can help you find answers to most questions in minutes! Register for a CRA account to get access to many self-serve options like:

✅confirming a payment or balance owing
✅updating your personal info like your name, address, phone number, email address, or marital status
✅calculating your tax-free savings account (TFSA) or a registered retirement savings plan (RRSP) contribution room
✅checking the status of your tax return or other processing times
✅checking your notice of assessment or changing your tax return
✅getting a proof of income statement
✅representing someone who has passed away

Register today to skip the phone lines and get faster help for these topics and more! https://www.canada.ca/en/revenue-agency/get-faster-help-cra.html?utm_source=Facebook&utm_medium=Social_media&utm_content=0028&utm_campaign=skip_the_line

[Image description: A person smiles while working at a laptop. “Sign in or register for a CRA account”]

03/02/2026
01/29/2026

Bare Trusts, Joint Ownership, Estate Planning, Probate

T3 filing for bare trusts has again been deferred. Understand joint ownership and beneficial vs legal ownership, and how these can cause problems. Did you know you can have multiple wills in some provinces? Do you know which assets are excluded from probate? Probate fees have been updated, with Quebec being the only change for 2026.
Topics in this article:
- Assets Excluded From Probate
- Probate Fees
- Bare Trusts - T3 Filing Again Deferred
- Named Beneficiaries, Jointly Held Assets
- Multiple Wills / Secondary Wills
- Joint Ownership of Assets
- Beneficial Ownership vs Legal Ownership
- Things Can Go Wrong With Joint Tenancies

https://www.taxtips.ca/willsandestates/bare-trusts-minimize-probate-fees-multiple-wills-joint-ownership.htm

01/17/2026

Need to pay off your tax debt of $1,000 or more?

You can easily find options with the new Manage balance service by logging in to your CRA account.

This enhancement is part of our ongoing efforts to expand digital self-service options, in line with our 100-Day Service Improvement Plan.

It’s safe, quick, and simple. 👉 https://ow.ly/Yufs50XWUbV

[Image description: A green computer icon with text that reads “New Manage balance service in your CRA account“.]

01/17/2026

Plusieurs séances d’information en ligne pour vous éclairer! 💡 Inscrivez-vous et soyez déjà prêts pour la période des impôts.

📌 Exemples de séances à venir 📌

𝗜𝗺𝗽𝗼̂𝘁 – 𝗔𝘃𝗲𝘇-𝘃𝗼𝘂𝘀 𝘁𝗼𝘂𝘀 𝘃𝗼𝘀 𝗽𝗮𝗽𝗶𝗲𝗿𝘀?
21 janvier, 12h: b2d48cfc-f8aa-4cc0-b939-143f0acba253@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/b2d48cfc-f8aa-4cc0-b939-143f0acba253@d404ffb1-6390-4771-8c7a-a2837fc1eafd

𝗟𝗲 𝗰𝗿𝗲́𝗱𝗶𝘁 𝗱’𝗶𝗺𝗽𝗼̂𝘁 𝗽𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗻𝗲 𝗮𝗶𝗱𝗮𝗻𝘁𝗲
21 janvier, 10h: 971a2342-d2af-403b-87ea-c2963a2dba8a@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/971a2342-d2af-403b-87ea-c2963a2dba8a@d404ffb1-6390-4771-8c7a-a2837fc1eafd

𝗟𝗲𝘀 𝘁𝗿𝗮𝘃𝗮𝗶𝗹𝗹𝗲𝘂𝗿𝘀 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗲𝘀 𝗲𝘁 𝗹𝗮 𝗳𝗶𝘀𝗰𝗮𝗹𝗶𝘁𝗲́
21 janvier, 9h30: b9787a21-be84-47d9-94cd-8952faee1525@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/b9787a21-be84-47d9-94cd-8952faee1525@d404ffb1-6390-4771-8c7a-a2837fc1eafd

𝗟𝗲𝘀 𝗲́𝘁𝘂𝗱𝗶𝗮𝗻𝘁𝘀 𝗲𝘁 𝗹𝗮 𝗳𝗶𝘀𝗰𝗮𝗹𝗶𝘁𝗲́
19 janvier, 18h: 110074af-b5a9-48e8-a4f9-ed295bef44c4@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/110074af-b5a9-48e8-a4f9-ed295bef44c4@d404ffb1-6390-4771-8c7a-a2837fc1eafd

𝗟𝗲 𝗰𝗿𝗲́𝗱𝗶𝘁 𝗱’𝗶𝗺𝗽𝗼̂𝘁 𝗽𝗼𝘂𝗿 𝗺𝗮𝗶𝗻𝘁𝗶𝗲𝗻 𝗮̀ 𝗱𝗼𝗺𝗶𝗰𝗶𝗹𝗲 𝗱𝗲𝘀 𝗮𝗶̂𝗻𝗲́𝘀
🔹Résidence privée pour aînés – 26 janvier, 9h: d4f870e3-8930-4fd8-b791-5e4f735d6681@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d4f870e3-8930-4fd8-b791-5e4f735d6681@d404ffb1-6390-4771-8c7a-a2837fc1eafd

🔸Tout type d’habitation – 30 janvier, 13h: d5009ab9-8300-46eb-ada3-14800f1d0f96@d404ffb1-6390-4771-8c7a-a2837fc1eafd" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d5009ab9-8300-46eb-ada3-14800f1d0f96@d404ffb1-6390-4771-8c7a-a2837fc1eafd

Pour découvrir toutes les séances d’information offertes: www.revenuquebec.ca/seances-information

01/10/2026

Whether you’re getting ready to do your taxes for the first time or navigating a new situation, we want to make sure you’re getting the benefit and credit payments you may be entitled to.

Join us for a free webinar on January 14th where we’ll cover:

🍼 the Canada child benefit
💰 the GST/HST credit
📝 tips for doing your taxes
💪 and more

Register today: https://ow.ly/qnZ850XO0WR

[Image description: A dark purple diamond on a purple background. Inside the diamond is an icon of a computer screen, a person, and speech bubble.]

01/02/2026

Do you need to authorize a tax preparer or someone else who helps with your taxes?

Add them in your CRA Account using this step-by-step guide: https://ow.ly/wLuQ50XNGqF

[Image description: Two people are sitting at a desk in front of a tablet. One person is smiling and resting a hand on the other persons shoulder.]

New year, new mileage log!Those who use their vehicles for work, January 1st means the start of a new mileage log. 🚗💨For...
01/01/2026

New year, new mileage log!

Those who use their vehicles for work, January 1st means the start of a new mileage log. 🚗💨

For CRA, no mileage log means no vehicle expense deduction.

I’ve attached an example of a simple manual mileage log. There are also many CRA approved apps available. I’ve been using the app Mileage Tracker by Drivers Note and find it pretty easy to use.😃

Meilleurs vœux à ma famille, mes amis et mes clients pour un très Joyeux Noël 🎄 et une année 2025 saine, heureuse et pro...
12/24/2025

Meilleurs vœux à ma famille, mes amis et mes clients pour un très Joyeux Noël 🎄 et une année 2025 saine, heureuse et prospère 🥂🍾🎉

12/24/2025

🚨🚨 In 2025, CRA has shifted from manual reviews to AI-driven risk scoring. Their goal is to identify inconsistencies between your reported income and your actual lifestyle or third-party data.

❓ What does this mean?
➡️ CRA is using AI & Data Cross-Matching. It now uses machine learning to cross-reference your tax return against:

Land Registry Data:
Every property purchase, sale, or mortgage is automatically compared to your reported income.

Social Media & Lifestyle:
If your reported income is $40,000 but you own a $1.5M home and a luxury vehicle, the "Lifestyle Audit" algorithm will flag you for an investigation into unreported income.

Third-Party Platforms:
Data from Airbnb, VRBO, and Uber is now fed directly into CRA systems to catch unreported gig or rental income.

💡 Diligent, meticulous and accurate record keeping is of utmost importance.

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