New customers will be asked to fill in a form with personal details and be asked to sign a represent a client form to enable the company to submit your tax return electronically on your behalf.
Returning customers will be asked to update any contact information or changes in circumstances from the previous year.
You will receive a checklist including the type of documents you may need for your tax return. Tax documents will need to be sent either electronically, by mail or handed over in person.
The returns will be prepared in order of date received.
Once the return is completed, you will be contacted and provided with the summary page of the return with the total amount of tax to pay or refund.
An invoice for services will be sent and once the payment is received, the return will be submitted/e-filed to Canada Revenue Agency (CRA).
If you provided the documents by mail or in person, these will be returned to you.
A full copy of your return will be sent to you.
Please note we are working towards digitalising as much as possible and reducing our carbon footprint, where possible we would like to send and receive documents electronically.
Responsibilities of the Taxpayer (You)
To provide all documentation required on time.
Keep all receipts and documentation for at least 7 years.
If the income tax return is selected for review, it is the responsibility of the taxpayer to respond to that request and provide the supporting documents.
Responsibilities of the tax preparer
To the best of our knowledge complete the tax returns and additional deliverables with the information provided.
Submit and e-file returns before the deadline, where possible. If there is a delay due to missing information or documents sent close to the deadline, we cannot guarantee that it will be complete on time, therefore will not be liable for paying any late fees.
If CRA select a client for review, we will provide any letter requests supporting the claim by the client.
