Due to the COVID-19 pandemic, we are working remotely. As a result, we strongly discourage clients from mailing their tax information to us. Please upload your documents and checklists electronically via our secure portal. This method also allows you to keep your original receipts, forms, and other documents. Please note that while we accept mail via Canada Post, we cannot accept deliveries by courier.
Many of our clients have requested an online process. Our new process is much more secure than sending by mail and much faster.
In addition, most people have or are receiving soft copies of their tax information so they (and we) find it easier than dealing with paper.
Finally, concerns over COVID-19 are eliminated (versus handling physical papers) and we want our staff to be safe.
Here are step by step instructions to help you go digital this year!
Complete our Online Tax Checklist: Online Tax Checklist
It will specify the slips or supporting documentation that are applicable to your unique situation.
It’s easy! First gather all the files/pictures you want to send us into ONE regular folder. Then right-click on the folder, and point to “Send to” and select “Compressed (zipped) folder”. Remember to put your full name in the zipped folder name.
We have tested and recommend Box or Genius Scan. They are both available as mobile phone apps and they make it easy to take and send pictures of your documents and slips.
Box has a free individual plan with up to 10 GB of storage (and a 250 MB file upload limit). It offers secure file sharing to your account. You can simply drag your files there like you would with File Explorer, OneDrive or DropBox. OR you can use their mobile phone app to take a picture and upload to your Box account.
Genius Scan converts pictures to PDFand it’s also free!
TIP: Do you have multiple expenses from ONE service provider? SAVE TIME by asking them for a “Statement of Account” for 2020. For example, if you frequently purchase medicine at Shoppers Drug Mart you might have 30 receipts in a year. A “Statement of Account” from Shoppers (or from any of your frequent service providers) will save you and us time documenting your expenses. You can provide the annual/total amount (instead of listing each charge) if you have a Statement of Account (keep the separate receipts as backup).
BONUS: If the CRA questions any of your personal medical expenses, the Statement of Account is a solid supporting document. The CRA tends to decline receipts only showing the owing amount, causing time consuming back and forth communications.
If you don’t have a statement of account, please provide the information below (in Excel if possible):