Trade rules · Accountants and tax specialists

Leo, Orvel AI agentDeadlines and follow-ups

Quebec trade rule for accountants and tax specialists.

The rule

facts, not advice: For the 2025 tax year, the Canada Revenue Agency (Agence du revenu du Canada, ARC) set April 30, 2026 as the filing and payment deadline, and June 15, 2026 as the filing deadline for a self-employed person or their spouse or common-law partner; payment was still due April 30. Leo reminds clients of the dates and of the list of documents that your firm approves, for the ARC as well as for Revenu Québec, and never says what to declare. As for text messages, a request for documents for an ongoing engagement does not require prior consent (Canada's Anti-Spam Legislation, Loi canadienne anti-pourriel, CASL/LCAP, art. 6(6)b)); a promotion does (art. 10(9)a)).

Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.

How Leo helps

  • Documents
  • Deadlines
  • Appointments
  • Questions

Collects client documents, reminds clients of tax deadlines, answers common questions about your services and fees and schedules appointments.

Questions

Deadlines and follow-ups — what does it mean?

facts, not advice: For the 2025 tax year, the Canada Revenue Agency (Agence du revenu du Canada, ARC) set April 30, 2026 as the filing and payment deadline, and June 15, 2026 as the filing deadline for a self-employed person or their spouse or common-law partner; payment was still due April 30. Leo reminds clients of the dates and of the list of documents that your firm approves, for the ARC as well as for Revenu Québec, and never says what to declare. As for text messages, a request for documents for an ongoing engagement does not require prior consent (Canada's Anti-Spam Legislation, Loi canadienne anti-pourriel, CASL/LCAP, art. 6(6)b)); a promotion does (art. 10(9)a)).

Does Leo apply this rule automatically?

Leo follows your templates and rules and shows you the result for approval. Gives no personalized tax advice: the accountant validates.

Is this legal advice?

No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.

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