1 – Introduction to Expat Taxation

This module covers the essential basics of Canadian expat taxation, from preparing for your departure to filing your first non-resident return.

1.1 Understanding Expat Taxation

When you leave Canada to live or work abroad, your tax obligations may change. You may transition from being a resident for tax purposes to a non-resident, which carries important tax implications.

Unsure about your tax status abroad? Book a personalized consultation today.

1.2 Tax Planning Before Departure

Before leaving, it's critical to prepare your departure from a tax perspective, especially by updating your residency status and understanding the tax impact on your assets, income, and capital gains.

Own assets or have specific concerns? Contact me for a detailed review.

2 – Preparing to Leave: Tax Residency and Canadian Assets

Your expat journey starts with managing your tax residency. This module explains what needs to be done before officially leaving Canada.

2.1 Tax Residency and Non-Resident Status

At the time of departure, it's crucial to determine whether you've ceased to be a Canadian tax resident. If so, specific tax rules will apply to your income and assets.

Not sure about your residency status? I can help you clarify your situation.

2.2 Declaring Canadian Assets

Assets left in Canada (real estate, investments, etc.) must be reported before your departure. This allows you to anticipate any potential departure tax on deemed capital gains.

Still own property or investments in Canada? Contact me to ensure proper reporting.

3 – Departure Tax: Deemed Disposition and Final Return

Leaving Canada involves filing a final return to conclude your obligations as a tax resident. This module explains how to handle the departure tax process.

3.1 Departure Tax: Deemed Disposition of Assets

When you leave Canada, you're deemed to have disposed of certain assets, possibly triggering capital gains. It's essential to understand how these gains will affect your final tax return.

Need help understanding departure tax? Book a consultation to avoid costly mistakes.

3.2 Filing Your Final Return as a Resident

You'll need to file a final return to end your Canadian tax residency. This return includes all your worldwide income up to your departure date and any deemed capital gains.

Want to ensure your final return is accurate? I'm here to guide you through it.

4 – Final Return and First Non-Resident Return

As part of your exit process, you’ll need to submit two tax filings: a final resident return and a first return as a non-resident.

4.1 Final Return Upon Departure

Your final return includes all income earned up to your departure, plus any capital gains on Canadian assets. Departure tax may apply depending on your situation.

Questions about capital gains or the final return? Book a full review with me.

4.2 First Return as a Non-Resident

As a non-resident, you're still required to report Canadian-source income, such as rent, dividends, or pensions.

Earning Canadian income while abroad? I’ll help you file correctly.

5 – Tax Obligations After Years of Non-Residency

Even after years abroad, you still have tax obligations in Canada if you earn Canadian-source income.

5.1 Canadian Income: Still Taxable

Canadian-source income like dividends, rental income, or capital gains remains taxable, even after long-term non-residency.

Still earning Canadian income? Let’s discuss your tax obligations.

5.2 Reporting Canadian Income: Key Forms

If you're earning Canadian income, specific forms apply—such as NR4 for passive income or T1161 for reporting asset dispositions.

Unsure which forms you need? I’ll help you stay compliant.

5.3 Managing Canadian Assets and Capital Gains

Selling property or investments in Canada can trigger capital gains taxes. Even as a non-resident, you're liable for taxes on these gains.

Planning to sell Canadian assets? Let’s ensure everything is handled properly.

5.4 Ongoing Tax Monitoring

Tax laws evolve. Regular reviews of your situation help prevent surprises and ensure full compliance.

Need ongoing support? Book a check-in to stay on top of your obligations.

Want personalized advice on your expat tax situation?

Book a consultation now and let’s optimize your tax position abroad.