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Complete Your Tax Checklist

It's Tax Time!

Tax Season Process:

Let’s get started on your personal taxes for 2020 (to be filed in 2021).  Please follow the easy steps below.

Step 1: Complete Your Tax Checklist Online

Click here: Online Tax Checklist

Step 2: Gather your tax slips and any requested supporting documents

After you complete the online checklist, you’ll  receive an email and PDF indicating the supporting documentation you need to submit (if applicable).

We are strongly encouraging clients to send their checklists and documents electronically (take a picture of your documents so that they can be zipped and uploaded). Click for instructions on how to do this.

Step 3: Send us your slips and supporting documents

  • Upload to our secure portal: Stern Cohen Portal
  • Canada Post mail delivery – No courier deliveries
    Due to COVID-19, our physical office is CLOSED and we are operating remotely.  As a result, we cannot accept courier deliveries.  

That’s it for now!

When your return has been completed or if we have any questions, we will contact you.

Other Resources:

Contact Your Stern Cohen Tax Preparer – We have hired more staff for our busy season. Call 416-967-5100 x221 to find out who your tax preparer is this season.

Let’s Go Digital this Tax Season – How to upload your documents and slips.

Canadian Tax Return Deadlines – Updated for 2021!