If you are new to us, please download and use the [Personal Information Form].
If you have real estate rental income, please use our [Rental Expense Form]. If you have multiple rental properties (different addresses), please duplicate the form to suit your needs.
If you are self-employed income (T4A), please use our [Self-Employed Expense Form]. If you have multiple income sources, please duplicate the form to suit your needs.
If you run AirBnB, please contact our office manager as we have a specific form for this type of business.
If you have sold an investment property in the previous year, please refer to our instruction page to provide us the information.
Please email your filled form back to us at email@example.com.
Please note our job is not simply moving the numbers from the forms you have filled to the tax returns; instead, we integrate the tax optimization and tax planning into the process as well as our effort to reduce the risk of your tax returns being audited by CRA.
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.
Documents Preparation Checklist
|When you have…||Please submit to us…|
|filed tax return with other accountants previously||T1 general for last year|
|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 > $100,000||Ask us for the T1135 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
|Moved to accommodate new job||Moving expense
|You are first-year filer||Your immigration landing date|
|You filed tax return before||T1 General from previous year’s return|