We are not simply moving numbers between forms.
We will communicate with you in detailed expertise.
We remind you of the benefits to be claimed.
We help you to avoid the risks of CRA audit.
In case your return is reviewed by CRA, we represent you to deal with CRA with no extra cost.
Workflow & Onlien Forms
- Please access the Personal Information Form listed below to provide us with your (family’s) information.
- Our Admin team will reach out to you within 1-2 business days to verify your information.
- After our accountants have worked on your tax return based on the information you provided, they will email you the PDF copy of the tax return draft.
- There will be a phone or email discussion between you and our accountants to discuss the details of your tax filing.
- Based on your feedback and questions, our accountants will update your tax return forms and re-send you the PDF for your further review.
- Upon approval of both you and our accountants, we will email you the signature page to finalize your tax returns. Please refer to this page to check how to use your phone to sign on PDF files.
- We will email you our service invoice and ask you kindly send us your e-transfer payment.
- We will e-file your return to CRA once we have received your signatures and your payment to our services.
- We will email you the tax filing receipt from CRA.
|When you have…||Please submit to us…|
|You are first-year filer||Your immigration landing date|
|You filed tax return before||T1 General from previous year’s return|
|T4/T4A income||All T-slips|
|T3/T5/T5008 income||All T-slips|
|Other income such as stock trading profit/loss||All T-slips|
|OAS income||All T-slips|
|EI income||All T-slips|
|Pension income||All T-slips|
|May get refund but you haven’t provided CRA with your direct deposit information||Institution # (3-digits)|
Branch # (5-digits)
|Bought RRSP||RRSP Contribution Slips|
|Own a property||Total property tax paid last year|
|Rent to live||Address + rent $$ months of residence + landlord’s name|
|Sold a primary residence property||Address, year of purchase, years of residence, sale price, ownership percentage|
|Sold an investment property||Address, year, price and cost of purchase, FMV when changing the purpose of use|
|Student loan||Interest paid|
|Childcare expense||Childcare receipt(s)|
|Membership of professionalism||Payment receipt(s)|
|Foreign property greater than $100,000||Speak to our admin team for the form. |
|Foreign salary income||Pay stubs with tax statements|
|Bought a property the first time||Closing date & address|
|Change in marital status||Date of marriage or divorce|
|Formally separated||Agreement of separation|
|Divorced or Separated, with children||Child support paid or collected|
|Someone needs caregiving||T2201 with medical doctor’s signature|
|As T4 employee, worked from home due to Covid19||Provide us the info & expenses of work-from-home|
|Moved to accommodate new job||Moving expense|