Indian assets and income can require a Canadian residency-period, cost and foreign-tax review. Transfers, investment income and property disclosures are different questions, even when they arise from the same account. Use these guides to assemble the underlying history, then confirm the Indian and Canadian work in the engagement.
Preparation resource. Editorial review: November 3, 2026. This guide helps organize records and questions; it does not determine your tax position. Use the agency instructions for the relevant year and obtain advice for your circumstances.
Prepare an asset inventory with original cost and ownership information for a Canadian disclosure review. Foreign income and foreign-property reporting should be assessed separately rather than applying one conclusion to both.
Retain purchase and transaction histories in original currency, including records around Canadian arrival. The preparer needs income, cost and residency-period information rather than only an Indian tax summary.
A transfer is a movement of funds, so identify what generated the money before reviewing tax consequences. Distinguish savings, income, gifts, loans and property proceeds with the supporting history.
Identify the pension arrangement, recipient and payment history before discussing treaty treatment. Keep withholding and final tax records available so each country's return can be reviewed consistently.
Use a guide, then confirm your filing scope
Begin with the issue that matches your records. Follow the links to related topics when your situation involves another country, business ownership, investments or an earlier return. A records checklist helps preparation; it does not decide tax residency, eligibility, an election or the final amount due.
The team confirms the applicable year, required forms and preparation fee before work. Use the public consultation form for a short description. Send tax documents only through the private portal once requested.