15 posts

Refund Request

Any refund request needs to be made within 10 business days after the invoice date. Thanks for your understanding.

Important Dates

  Please be advised that we do not recommend our clients to rely on the deferral policies the Canadian government published due to the Covid-19 pandemic, otherwise it’s easy to miss the schedule later when the flexibility is taken as granted.

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. First, you’ll need to fill in your name and email address You can then drag and drop multiple files from your Windows or Mac computer here, or you can click on Browse Files to choose […]

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

Before we can do your non-resident tax filings, 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 […]

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 […]