How it works
- 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.
- You authorize us as your CRA representative, if we are not already. We then get your tax slips from the CRA and send them to you to check and add to.
- Once we have everything, we send you a draft of your return to review.
- When you approve it, you sign Form T183, which lets us file electronically, and we send our invoice.
- After you sign and pay, we file the return with the CRA and send you a confirmation and a copy.
What to send us
Employers, banks and pension plans send most slips to the CRA, so we download those. Send us what the CRA does not have, such as:
- Medical expense and donation receipts
- Child care receipts
- Rent or property tax you paid, for the Ontario Trillium Benefit
- Business, rental or foreign income, and the expenses that go with it
- Anything that changed this year: a move, a new spouse or child, a home purchase or sale
If you are not sure whether something matters, send it. We would rather see it.
Deadlines
Returns are due April 30, or June 15 if you or your spouse or partner are self-employed. Any balance owing is due April 30 either way. Send your information a few weeks ahead so there is time to review the draft.