Filing Guide
Main services we offer, and the procedure for each one.
This guide covers the current process for personal tax returns, corporation tax returns, and IFTA trip reporting. Review the steps below, then open the linked form when you are ready to start.
Personal Tax
To File Personal Tax Return
To prepare and file your personal tax return with us, please use the following procedure:
- 1. For a new client, please fill out and submit the New Client Profile Form. For existing clients, use the Order New Service Form and checkmark the "Personal Income Tax Return" option, or just send us an email with a request for that.
- 2. For the best result of your tax return, we will get all your income tax forms from CRA and send this information to you for verification and additions if necessary. We require you to authorize us to be your CRA representative if we are not yet.
- 3. After we receive all information, we will send you a draft copy of your tax return for your review and/or approval.
- 4. As soon as you approve your tax results, you will get an authorization form to sign that allows us to file your tax return on your behalf, and our invoice for this service.
- 5. After you sign the authorization form and pay our invoice, we will file your tax return with Canada Revenue Agency and you will get a confirmation of filing your taxes with the copy of your tax declaration.
Corporation Tax
Prepare and File Corporation Tax Return
To prepare and file your corporation tax return with us, please use the following procedure:
- 1. For a new client, please fill out and submit the New Corporation Profile Form. For existing clients, use the Order New Service Form and checkmark the "Corporation Income Tax Return" option.
- 2. You will get an email with a request for all information required to prepare and file your corporation tax return.
- 3. After we receive all requested information, we will send you a draft copy of your corporation tax return for your review and/or approval.
- 4. After your approval, you will get an authorization form to sign that allows us to file your corporation tax return on your behalf, and our invoice for this service.
- 5. As soon as we receive this signed authorization form from you, by email or fax, and a payment of our invoice, we will file your corporation tax return with Canada Revenue Agency and you will get a confirmation of filing your corporation tax return along with copies of all tax forms and schedules.
IFTA
Truck Driver Trip IFTA Report
To prepare your IFTA report, use the following procedure:
- 1. Fill out your IFTA trip report using the following web form: IFTA Trip Report. After all fields of this form are populated, click on the "Send Report" button.
- 2. We will receive your data, process this information, and send you a confirmation of submission together with preliminary financial results of your IFTA return.
- 3. When the IFTA report is due to send to the Ministry, we will send you the final numbers, ready to attach to your IFTA Report.