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Practical handoff checklist · Published October 23, 2026

Moving abroad and renting out your Canadian home

Make the next step clear for you, your local contact and your adviser. Use eight questions to identify unresolved decisions, assign a responsible role and record the evidence still needed.

For owners keeping a Canadian home as a rental. This preparation sheet does not determine tax residence, provide an election or filing decision, confirm insurance coverage, or replace local tenancy forms.

View blank handoff

Start with the unresolved questions

  1. Use a property alias and keep personal details and supporting documents in your usual secure storage.
  2. Print the blank handoff below. Agree a responsible role for each task and record the next follow-up. Writing a name does not appoint an agent or create a service agreement.
  3. Ask the relevant person to confirm their scope. Keep property management, insurance and rental-tax responsibilities separate.
  4. Bring the unanswered questions to your adviser. Check the applicable dates separately; this sheet does not generate a calendar.

For monthly records, use the free rental-records organizer. Keep rent, costs, withholding, remittances and owner transfers separate, along with the transaction date and reporting period.

Blank rental handoff

Property alias: ____________________   Prepared on: ____________________

Status choices: Not started · Requested · Needs review · Confirmed by owner. “Confirmed by owner” is your own record of a confirmation, not verification by NR6, CRA or an insurer. Missing evidence remains an open question.

  1. T01 · Residency facts and review

    Who will review my residency position, and what facts and documents do they need?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  2. T02 · Home-to-rental review

    What use-change records, valuation information and questions should I prepare for my tax adviser?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  3. T03 · Insurance

    What written response do I need from my insurer or broker about the proposed rental, absence, coverage and inspections?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  4. T04 · Property-use conditions

    What should I confirm separately with the lender, condominium or strata body, and local authority about the proposed use?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  5. T05 · Local response and backup

    Who handles tenant messages and repairs if I am unavailable? What backup, contact method and spending authority have we agreed?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  6. T06 · Tenancy and condition records

    Who checks the applicable provincial or territorial process, prepares the tenancy and condition records, and keeps the evidence?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  7. T07 · Monthly records

    Who supplies the rental records, reviews missing documents and confirms receipt for each reporting period?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

  8. T08 · Rental-tax task allocation

    Who will confirm the applicable withholding arrangement, any NR6 work, NR4 records, and Section 216 filing and payment steps?

    Responsible role
    Status
    Not started
    Evidence reference
    Next follow-up

Preparation questions only. A filled sheet is not proof of filing, payment, approval or readiness to rent.

Fictional example: Example A

Three example rows are filled below; T01, T02, T04, T06 and T08 remain Not started with no assigned role or evidence. Example A is not a real home or client. The example is excluded from the blank printout.

T03 · Insurance

Responsible role:
Owner
Status:
Requested
Evidence reference:
None yet
Next follow-up:
Obtain written response on proposed rental and absence.

Still unresolved; this is not confirmation of insurance coverage.

T05 · Local response and backup

Responsible role:
Example manager
Status:
Needs review
Evidence reference:
DEMO-management-scope
Next follow-up:
Confirm backup contact and repair authority.

A draft responsibility, not an agreed mandate.

T07 · Monthly records

Responsible role:
Owner
Status:
Confirmed by owner
Evidence reference:
DEMO-records-folder
Next follow-up:
Check first reporting-period handoff.

A self-reported organizational step, not proof of income, tax payment or accountant review.

Bring the right questions to the right source

Official resources checked October 23, 2026. These links support your discussion; this checklist does not decide how the rules apply to you. Use the tenancy authority for the province or territory where your property is located.

Related NR6 resources: NR6 form guide, NR4 records guide, Section 216 guide and the undated filing-preparation checklist.

Discuss your Canadian rental-tax next steps

Use the handoff independently. If you want support, tell us what you need; service scope, responsibilities and terms must be confirmed separately.

Ask about Canadian rental-tax support