Personal tax checklist
Every slip, receipt and detail we typically need for your personal return.
Tax Filing Process
Tell us about your year and upload your documents securely, all in one place. Choose individual or corporate to get started.
For your security, you’ll be asked to sign in with a Google account before starting your return. This keeps your information and documents private and protected.
- Free initial consultation
- No obligation or pressure
- Secure online document upload
Resources
Everything you need, one click away
Open a checklist to see what to gather, or start your form and upload your documents in one go.
Personal tax
Personal tax form
Tell us about you, your household and your year so we can prepare your return.
Start your return
For your security, you’ll be asked to sign in with a Google account before starting your return. This keeps your information and documents private and protected.
Corporate tax
Corporate tax checklist
The records we need for your T2 corporate tax return or NIL return.
Corporate tax form
Answer a few questions about your corporation and upload your records, including for NIL returns.
Start your return
For your security, you’ll be asked to sign in with a Google account before starting your return. This keeps your information and documents private and protected.
What happens next
From checklist to filed return
Clear, prompt and friendly. No complicated jargon, no long wait times.
Complete the form & upload
Answer a few questions and upload your documents securely. Missing something? We’ll let you know.
We prepare your return
We review everything, look for every deduction and credit that applies, and prepare an accurate return.
You review, we file
Once you've approved it, we file on time and you get clear confirmation. Questions along the way? Just ask.
Schedule a Consultation
Not sure what applies to you?
Book a free consultation and we'll tell you exactly what to gather — no obligation, no pressure.
- Free initial consultation
- No obligation or pressure
- Secure online document upload