Resources

15 posts

How to provide us a good ID scan

When you provide us a scanned copy of your ID ie. your driver’s license, please take the following guidelines: Angle: the tilt angle of the document should not exceed 10 degrees in any direction. [JKtax] No Margin or Margins too small: it is recommended the document takes up approximately 70% […]

How to use our Remote Desktop service (Internal)

In macOS environment, please go to App Store and download Microsoft Remote Desktop app and use one of the following configured session files. In Windows environment, please download one of our Remote Desktop session configuration files to start

How to authorize us in CRA’s system

Prior to working on your tax return the first time, we would need your authorization in CRA’s system to ensure your tax data’s integrity and accuracy. However for some reasons we are unable to send the authorization request to CRA or the CRA’s system shows a “condition” in your authorization […]

Upload Documents To Us Securely

  Instruction You can send us multiple and large files in a secure and efficient way. You can select or drag multiple files to make the uploads in one shot First, you’ll need to fill in your name and email address You can then drag and drop multiple files from […]

Use AnyDesk or Zoom to get our remote support

As a technology-driven accounting firm that provides financial and tax services, we have seen our clients encountered the following barriers often: difficulties to use QuickBooks Online for bookkeeping unable to effectively email us or upload to us your documents unable to use our fillable PDF forms unable to use the software […]

How To Use Your Phone To Scan Papers to PDF

Regardless if you use Apple or Android devices, you can always use the free Adobe Scan app to scan paper documents to clean and neat PDF. Please refer to the following video tutorial for how to download and use the app. Fullscreen viewing is suggested if you are reading this […]

How To Use Your Phone or Computer To Sign PDF

If you use Apple mobile devices: If you use Android mobile devices: When you are on your Windows computer: When you are on a Mac computer (macOS), we suggest you sign the PDF document with the Preview app that comes with the system. Alternatively, when you have received a PDF […]

How to scan your passport into a PDF file

On many occasions we will need to apply for an ITN number from CRA for you. In order to do that we will need the scanned version of your Chinese passport. Please read the following instructions before you will provide us with the scanned file. Please do not use your […]

How to make payment to CRA – HST return

Vist CRA’s website CRA My Payment  Pay Now Select your payment section. Select your payment category. This tutorial uses the 4th option which is the most common one as the example. If CRA has sent you a letter notifying you that you have tax owing, select Amount owing. If you need to […]

How to make payment to CRA – personal tax owing

Visit CRA’s website CRA My Payment Pay Now Select your payment category. This tutorial uses personal income as the example. Select the tax year. Fill in your SIN and the amount to be paid. Click on Next to continue. Verify the amount and click on the button of Confirm and proceed […]