Download Your Tax Checklist

Important Request:

For the safety of our clients and staff, going forward we strongly discourage clients from mailing their tax information to us during the COVID-19 pandemic. We are asking our clients to please upload their documents and checklists electronically via our secure portal. Detailed resources for this process are available on this link: https://www.sterncohen.com/lets-go-digital-this-tax-season/

 We understand some clients may not have access to a scanner or a smartphone to take pictures. For those clients, we would suggest holding on to your personal tax documents for now and reaching out to the partner on your file closer to the end of April when we will assess the current COVID-19 situation and how to best retrieve the documents in a safe manner.

Thank you for your cooperation!

Tax Season Process:

Let’s get started on your personal taxes for 2019 (to be filed in 2020).  Please follow the steps below.

Step 1: Download Your Tax Checklist(s)

• Click to download your Tax Checklist:  Tax Checklist (PDF)
• If you have self-employment income, also download the Supplement:  Supplement for Self-employed Individuals (PDF)

Step 2: Complete Your Tax Checklist(s)

• Fill out the Checklist(s) on your computer (these are fillable PDF forms) and save the file(s) with your name in the title.
• OR you can print the Checklist(s) and complete your form with a pen or pencil.

Step 3: Gather your tax slips and any requested supporting documents.

We are strongly encouraging clients to send their 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 4: Send us your completed Checklist(s), slips and supporting documents:

• Upload to our secure portal: Stern Cohen Portal
• Due to COVID-19, our physical office is now CLOSED but we are operating remotely.  See the important request at the top of this page for further instructions if you have paper documents.

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 electronically capture and upload your documents and slips.

Canadian Tax Return Deadlines – This is updated as of March 18, 2020 and it includes the deferred dates and changes introduced for COVID-19 relief.