Complete Your Tax Checklist

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 the Online Tax Checklist

Click here: Online Tax Checklist

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

The online checklist indicates supporting documents required. PLUS, after you complete the online checklist, you’ll also receive an email and PDF indicating the supporting documentation you need to submit.

Step 3: Send us your slips and supporting documents

We are strongly encouraging clients to send soft copies of their documents to our secure portal. Click for instructions on how to do this.

• 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:

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

Canadian Tax Return Deadlines – Updated for 2021!