+1(514) 937-9445 or Toll-free (Canada & US) +1 (888) 947-9445

Lady_Ashka

Hero Member
Apr 21, 2015
639
15
A quick question about taxes. This year I am also a resident for tax purposes, and my common law husband (we became common law in sep 2015) is Canadian, so we want to do our taxes here in Canada together, for immigration reasons and of course because why not. So, my question is, has anyone done this in this configuration (temporary resident, worker, and Canadian common law spouse)? How does that work? We are planning to go to an accountant but I'd like to get an idea what to expect, and whether I need to bring anything? I was told that I will have to declare my world income, but do I do that on the same form as my husband? Or does he put me as his common law spouse and my income on his form, but I submit my own too ? earlier than his or can we submit these together at the same time? Or is there a whole different way to do it, so that we can say on the Statutory Declaration form (for common law) that we submitted a tax return form together? Also, we would like to let CIC know, and with our PR application (to be submitted later this year) we want to submit evidence that we've submitted our tax return together - how do we do that? do we have a copy of the tax return form to submit with the PR app, or is there a different way to do this?
 
I used probably the most popular personal income tax software under very similar circumstances to yours. I'm sure you can guess the name of it. If you are fairly intelligent, and have done your own taxes in the past, you may wish to give it a try.

When you use software, as spouses, both your returns are completed and filed from ONE 'saved file'. In all cases, each spouses income gets put on a specific line number on the others' return. So yes, you each technically are submitting your own return, and each of you reports your spouses income.

When you request your Option C later this year, it will indicate what you current marital status is. No need for additional evidence for that.
 
Ha,, well, we've never done our taxes here together, this is the first time, and my first time in Canada! So I don't know which software you;re talking about, but I'll find out ;) (we do want to go to an accountant anyway, so if all else fails they'll probably give us a tip on that?).

Anyway, thanks for that. Is it different when software is used, and different when it's done through an accountant? also, could you please explain what Option C means, and when and why and how do we/should we request it?
 
So, could anyone offer any insight into how we get round to doing our taxes together, and then how do we prove we did that to CIC?
 
Option C a detailed notice of assessment, CIC no longer require it but it does show your marital status as common-law so can be good evidence. You can request that by calling CRA or logging into your account on the CRA website.

I've filed taxes here in your situation, when you file together you just declare each other in the appropriate section (along with partners income, SIN etc) on your tax return, you both will still file. The accountant will deal with all the details, you'll just need to bring your T4's and any documentation to show your world income (if you have any). We had an accountant (relative) help us the first time around too, taxes here in Canada are a LOT more complicated than in Aus (took me less than five minutes to file my Aus taxes last year, compared to several hours for my previous Canadian one) but I'm learning!
 
ok, great, thanks!

So basically now we just file our taxes together with the help of the accountant, and then before we submit our PR application we print off something from the CRA website, and it's that Option C which is there somewhere, yes? Thanks.

And what's a T4? (sorry, new to this completely). Does that mean I will have to bring my tax information from my home country and have it translated before I can do taxes here?
 
It's a form that any Canadian employer(s) that you had or have would issue to you stating your employment income (among other things).

No, you don't need to prove your world income, not yet anyway. Simply declare it on your Canadian tax return.
 
See so that's the thing, I don't earn any Canadian money, I am an academic fully funded from my home institution in Poland and I get a salary and research funding from there, hence I pay my taxes there too. Now, because I am common law married to a Canadian citizen, I have an Ontario driving license and health card, and I;ve been here throughout the whole tax year, from what I gathered at the CRA webpage I need to submit a statement, and a friend who was in a similar situation a few years back said she had to just declare her world income. Which is what I'm assuming I'll have to do, but I will not have any other documents with me to see the accountant (I mean, I might not have the polish tax forms and translation yet) - is that ok?