|
The tax return process can be a stressful time for many people. I aim to make it as easy and relaxing as it can be. By offering our “in your home service” you can stay where you are comfortable, and we can get it all done and E-filed from your home. Before I arrive please have ready the following forms Þ Tax assessment letter from last years return. Þ T4—Employment income form Þ T3 / T5 / RESP—Investment income forms Þ RRSP contribution receipts forms Þ Charitable donation receipts Þ Political donation receipts Þ Receipts attached to the monthly bus pass Þ Medical Receipts for all family members Þ T2202—Education Tax Credits Þ Child Health and fitness receipts Þ Child care expenses Þ Employment Expenses Þ Any other that apply...
Our Service includes the following: Þ Review of your T1 Tax return, to offer suggestions of receipts that may be used. Þ Tax return preparation –completed with Visual Tax, a Certified Tax software recommended by CGAA Þ Review of the T1 Return with you. Opportunity to answer your questions. Þ E-File service through our Business Number (note you keep all receipts) Þ Client signs a T183E form which allows the Tax preparer to e-file the return Þ Option for Tax Preparer to represent the client to Revenue Canada, is available for monthly bookkeeping clients. Þ A PDF copy of the Tax return copied to you and /or e-mailed at your request. Þ A Printed copy of the Tax Return is kept on file, as required by Revenue Canada. *** We appreciate referrals and will be glad to offer you a Discount on your invoice, with a confirmed referral. *** We look forward to working with you. |
|
TAX RETURN SERVICE PROCESS |
