How filing works with Prime

What happens after you send a form, for personal tax, corporation tax and IFTA.

Personal tax return

  1. New clients fill out the personal tax client profile. Existing clients use the service order form and tick Personal Income Tax Return, or just email us.
  2. You authorize us as your CRA representative, if we are not already. We get your tax slips from the CRA and send them to you to check and add to.
  3. We send you a draft of your return to review.
  4. When you approve it, you sign Form T183, which lets us file electronically, and we send our invoice.
  5. After you sign and pay, we file the return with the CRA and send you a confirmation and a copy.

What to send and the deadlines are in the personal return guide.

Corporation tax return

  1. New clients fill out the new corporation form. Existing clients use the service order form and tick Corporation Income Tax Return.
  2. We email you a list of everything we need for the return.
  3. We send you the draft financial statements and return to review.
  4. Once you approve them, you sign an authorization for us to file, and we send our invoice.
  5. After you sign and pay, we file the return with the CRA and send you a confirmation with copies of all forms and schedules.

Who has to file and the deadlines are in the corporations guide.

IFTA trip report

  1. Fill out the IFTA trip report form and select Send Report. Have your truck number ready, with the starting odometer reading and the readings where you entered and left each state or province.
  2. We process your trips and send you a confirmation with preliminary results for your IFTA return.
  3. When the quarterly IFTA return is due, we send you the final numbers to attach to it.