Updated for 2023:Money Dates infographic is a reference of important Money Dates of when returns are due to be filed, payments are due and benefits are paid.
This infographic is an important piece to share with clients over the course of the year. The Money Dates infographic is updated annually and includes income tax filing and instalment dates, income tax expense dates, and registered plans contribution and repayment dates. Also included are Canada Pension Plan and Old Age Security benefit dates in addition to Child Care Benefit payment dates. Added in 2023 is when the First Home Savings Account commences along with the Climate Action Incentive payment schedule.
This infographic is a great reference throughout the entire year.
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One of many infographics included in FreshPlan software
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Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan financial planning software combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.