Only in very rare situations is it advisable to prepare your returns separately. For example, if you and your spouse live in different provinces, or if your spouse doesn’t live in Canada you would need to complete separate returns.

How can I prepare my income tax return?

Download the ITR preparation software for the relevant assessment year to your PC / Laptop from the “Downloads” page. Prepare the Return using the downloaded Software. Gather all the information regarding your income, tax payments, deductions etc.

Do you file your partner’s tax return together?

Generally speaking, it’s in your best interests to file your and your partner’s returns together. Doing so allows you to maximize your tax savings while minimizing the amount of taxes you might owe.

Is it better to prepare tax returns together or separately?

Preparing your returns together is also much easier. When preparing separate returns, you’ll still need to enter information from your spouse’s return into yours and vice versa. This not only increases the amount of time you’ll each spend completing your returns, it might also lead to an increased number of data entry errors.

Can a surviving spouse file a joint tax return?

When there is a surviving spouse, the executor or trustee has the choice of filing a joint return with the spouse or filing a separate return for the decedent. Filing joint return may produce substantial tax savings if it permits the surviving spouse to offset income by the decedent.

Can you split pension income with your spouse?

* You can only split pension income if you and your partner are filing a coupled return. Preparing your returns together is also much easier. When preparing separate returns, you’ll still need to enter information from your spouse’s return into yours and vice versa.

Where can I find my spouse’s tax return information?

You can find more information on our website here, or phone us on 13 28 61 between 8am – 6pm, Monday to Friday to speak with an operator if you have further questions. Thanks. Welcome to our Community! In your situation you will still need to include an estimate of your spouse’s details as you are still technically married.