Free Tool
Free Departure Checklist
47 essential tasks organized by timeline. Track your progress as you prepare to leave Canada. Your progress is saved automatically in your browser.
Overall Progress
0 of 44 tasks
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complete
12 months: 0/76 months: 0/83 months: 0/71 month: 0/8Day of: 0/4Ongoing: 0/10
Tax Planning
Financial
Administrative
Insurance
Property
Legal
Benefits
Consult a cross-border tax professional
Discuss your specific situation including departure tax, treaty benefits, and ongoing obligations
Consider filing Form NR-73
Request a non-binding tax residency opinion from CRA to understand your status
Review non-registered investment portfolio
Assess departure tax implications on deemed dispositions
Analyze liquidation vs holding strategy
Determine if selling positions before departure makes financial sense
Research tax treaty with destination country
Understand treaty benefits for pensions, investments, and withholding rates
Consult legal counsel in both countries
Review wills, powers of attorney, and estate planning implications
Research destination tax system
Understand local tax obligations, residency rules, and filing requirements