Submit your documents

Are you an existing client? Click here

Step 1 (New clients)

Upload your documents

Upload your tax documents. Please review the document checklist before submitting your documents. Your information is 100% secure and encrypted, it will NEVER, EVER be shared.

View document checklist
Upload Documents

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Step 2 (New clients)

Our tax specialist will contact you
After you have submitted your tax documents through our online platform, one of our personal tax specialists will contact you within 10 business days (due to high volume during tax season). If you have any questions or require assistance, please feel free to contact us at anytime.
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Contact Us

Existing Clients

Please upload files to your previously assigned tax specialist

Q

Upload To Abdul

Personal Tax Checklist

Approx time to complete: 30 mins

** Please have your tax slips, receipts, and other documents ready

Submit Documents
Q

Upload To Elaheh

Personal Tax Checklist

Approx time to complete: 30 mins

** Please have your tax slips, receipts, and other documents ready

Submit Documents
Q

Upload To Nancy

Personal Tax Checklist

Approx time to complete: 30 mins

** Please have your tax slips, receipts, and other documents ready

Submit Documents
Abdul Fatah - Lead Accountant
Lead Accountant
Abdul Fatah
Upload to Abdul
Elaheh Heidari - Lead Accountant
Lead Accountant
Elaheh Heidari
Upload to Elaheh
Nancy Picco - Lead Client Advisor
Lead Client Advisor
Nancy Picco
Upload to Nancy

Document Checklist

It's very important you upload any of the following documents you have using step 1 above.

Any T-slips (T3, T4, T5 etc).

Receipts for donations.

Receipts for medical (medication, chiropractic etc).

Rent receipts or property taxes.

Copy of last years tax return.

T2202A (tuition receipt).

Annual student loan interest statement. If you have student loan interest.

Mortgage statement, property taxes, repairs and maintenance & insurance (only required if you have a small business or working from home).

For business returns bring your income (either a listing or spreadsheet which includes income for year, expenses, and if your HST registered your access code), list of expenses, your home expenses (your utilities, mortgage statements, pro taxes, if you are HST registered, we need your HST return as well), if applicable bring your vehicle expenses.

For business returns and/or employment expenses for your vehicle expenses we will need the following: gas, insurance, repairs/maintenance, vehicle sticker registration, lease payments or purchase agreements, logbook of mileage, parking expenses.

For rental returns please bring your income statement, mortgage statements, utilities, property tax, condo fees, repairs maintenance, insurance, legal and accounting fees.

If you have investments or stock trading we need the gain/loss report.