Authorization
Organization
We will need you to complete an Intake form to authorize our organization to complete your services, annually
(Given that we are not requesting representative authorization.)
This intake form will request information that is required within the T1: Income Tax and Benefit Return (ITBR).
This form may include, but is NOT limited to...
- Your personal information (Birth Date, Contact Information, Marital Status, Vote Listing Prefrence, etc.)
- Your common-law or spouse's information (Birth Date, Contact Information, Net Income, Vote Listing Prefrence, etc.), If applicable.
- Your dependant(s) information (Birth Date, Net Income)
There are other authorizations that you may need to complete, depending on the service you are requesting.
- To digitally transmit your ITBR, you will need to review the EFiling information (unless we are mailing), and/or
- If you wish us to represent you on your tax matters, or wish us to retain your receipts, you'll need to review the Representative information.
Important
It is understood that "Contact Information" refers to...
- Your full legal names as shown on your government issued identification,
- Your current residential address (prior address(es) are needed for any legal move(s) within the tax year),
- Your home, mobile, and/or work phone numbers (or in some cases a contact number of someone the CRA can request to contact you through)
- Your email address (There is a hardcopy charge for those whom don't have an email, or wish the hardcopy)
There are some required source documentation that we need prior to the completion of your report, which include...
- Two(2) pieces of Government Issued Identification,
- The NOA/NOR for the last tax year that was filed with the CRA,
- All Income slips related to the tax year(s) being completed (examples of these are within each subsection of both the Personal and Professional sections), and
- All relevant expense (ITC: Income Tax Credit) slips related to the tax year(s) being completed (examples are also shown in the subsections of both the Personal and Professional sections).