Have a quote for help with your Canadian rental-property filings? Use these questions to get the scope in writing before you choose a provider. Record each provider's answers alongside its quoted fee, and flag anything that still needs confirmation.
This is a checklist for comparing proposals. Ask your adviser which filings and responsibilities apply to your situation, and ask each provider to confirm the work it will perform.
Start with the same request
Give each provider the same outline so you can compare its response:
- How many properties and owners should the quote cover?
- Which tax years do you want help with? Is any earlier work outstanding?
- Do you already have a Canadian agent or another professional involved?
- Which records do you have ready, and which need organizing?
- Are you asking for initial setup, ongoing help, year-end work or a specific task?
Keep identification numbers, banking details and private documents out of a general enquiry. Ask the provider how to supply any required sensitive records securely.
Ask who will do each task
Use the list below to ask about scope. A task appearing here does not mean it applies to every owner or is included in a particular package.
| Area to clarify | Question for the provider |
|---|---|
| NR6 preparation | What preparation, review and submission work is included? Who signs and submits? |
| Canadian agent | Who will act as agent, and what responsibilities will they accept in writing? |
| Withholding and remittances | Who determines the amounts, handles payments and keeps the records? |
| NR4 reporting | Is preparation and submission included, and who supplies the underlying records? |
| Section 216 return | Is the return included or quoted separately? What information will you need from me? |
| CRA correspondence | Who receives and responds to correspondence? Which follow-up work is included? |
| Records and completion evidence | What copies, references or confirmations will I receive, and when? |
For background, see the NR6 form guide, NR4 guide and Section 216 guide. Confirm the rules for your own situation with your adviser.
Make the fee comparable
Ask for a written answer to each question:
- What currency is the quote in, and are applicable taxes included?
- Is the fee per owner, property, tax year, filing or engagement?
- Are setup charges, recurring charges and third-party costs listed separately?
- What work is excluded? How will additional work be estimated and authorized?
- Does the quote include correcting earlier records or filings, or does that need a separate review?
- What are the payment schedule, renewal terms and cancellation terms?
- How long is the quote valid, and what could change the price?
Avoid filling in unanswered items with assumptions. Ask the provider to confirm them before you compare totals or accept the proposal.
Agree on the handoff
Ask who your contact will be, when you can expect a response, and who will confirm the deadlines relevant to your work. Clarify which records you must supply, how you will receive requests for missing information, and what happens if circumstances change.
If you need to organize your rental records before requesting a quote, the rental-records organizer provides a starting template. Ask your adviser which records they need and how they want them delivered.
Keep a short comparison record
Copy these headings into your own notes for each proposal:
- Provider and quote date
- Owners, properties and years covered
- Included tasks and named responsible contact
- Exclusions and unanswered questions
- Quoted fee, currency, taxes and additional charges
- Payment, renewal and cancellation terms
- Records required and completion evidence promised
- Your next question or decision
Keep the written quote with the answers. Choose based on the confirmed scope and responsibilities that fit your needs.
Ask NR6.ca about your scope
See published service pricing, then tell the team about your situation to confirm the appropriate next step and scope for your properties. Use the same checklist when reviewing a proposal from NR6.ca.
