On-line
Drop Off (Existing clients only)
Drop Off (Existing clients only)
Using our on-line service, have your taxes prepared without having to leave your home. Your documents are uploaded to your personal folder on our secured file system. Your tax return is e-filed once reviewed and completed.
Please do not e-mail tax documents as our system will automatically delete them.
Click the image for instructions
Drop Off (Existing clients only)
Drop Off (Existing clients only)
Drop Off (Existing clients only)
Drop your documents in our locked drop box or use Canada post.
Submit ONLY documents needed to prepare your taxes. No envelopes, plastic bags, folders etc.
Step 1
Submit your documentation
We start the process when your tax documents are submitted.. To avoid lengthy delays and additional preparation costs, please DO NOT submit any information UNTIL ALL YOUR DOCUMENTS ARE READY. Reviewing the Existing Client checklist in the forms section of the website often helps clients determine the documents needed.
Step 2
Preparation of your taxes
Once we have collected all your information, using our professional tax software, we will prepare and review your taxes. During this process we may have questions for you which may result in a call or email.
ONLINE CLIENTS: You will receive a notification to review their return in your personal TRACC folder. The completed tax return will be available in your TRACC folder for future years.
DROP OFF CLIENTS: You wiill receive an email indicating their taxes are ready for pickup. A summary of their tax return will be provided when tax folder is picked up.
Step 3
Review your tax return
We carefully prepare and review your return, however since you are ultimately responsible for the information supplied to CRA, we strongly encourage you to thoroughly review your return for accuracy and advise us if there are any changes needed prior to e-filing your return.
Step 4
Sign the T183 and Payment
Before we can submit your taxes to CRA we must have a signed T183 form. On-line clients will be sent the T183 for electronic signature. Drop off clients will be asked to sign the T183 when picking up their tax folder. Once we have received payment, a signed T183 and after 2 working days, we will submit your taxes to CRA electronically.