INDIVIDUALS AND FAMILIES
Income tax return
Prepared with you during a 2-hour session, anywhere in Canada. Check what applies to you: the price is shown before you book.
- Duration: 2 hours
- Preparation: Same day
- Provinces: Anywhere in Canada
- Price: Estimated before booking
WHO IT'S FOR
A single session, even if several situations apply to you.
Students
T2202, RL-8 slip, student loan interest, first job.
Employees
One or more employers, T2200 and TP-64.3, union dues.
Families
Childcare expenses, medical expenses, benefits, spouse's return.
Retirees
T4A, T4A(OAS), T4A(P), T4RIF.
Self-employed
Income and expenses, vehicle, home office.
Landlords
Rental income and expenses.
Investments and cryptos
T5, T3, T5008, capital gains.
Foreign income
1042-S slips and other foreign slips.
RRSP
Contribution receipts, withdrawals (T4RSP).
HOW IT WORKS
From booking to submission, in four steps.
01
Your situation
Check what applies to you: the estimated price appears right away.
02
Your time slot
Choose your 2-hour session and pay online.
03
Your documents
Upload them to your client portal before the session. You can start even if your file is incomplete.
04
Your return
We prepare it with you and file it once you approve.
THE SESSION
What is included.
We do not limit ourselves to the documents you bring: we check every credit and benefit your situation entitles you to.
- your federal and provincial returns;
- a search for the credits and benefits you are entitled to;
- electronic filing, once you approve;
- your documents and your return kept in your client portal, year after year.
- a price estimate before you book, covering each of your situations, confirmed on your quote.
BEFORE YOUR SESSION
Prepare your documents, in two steps
First the essentials, requested from everyone. Then, the list tailored to your situation and your province. You will upload your documents to your secure client portal after booking.
- Step 1: The essentials
- Step 2: Your personalized list
- Upload: Secure client portal
- Complete file: Not required
STEP 1 · THE ESSENTIALS
The basic documents for every return.
Everyone
- your social insurance number, and your spouse's;
- your address as of December 31;
- your notice of assessment from last year, if you have one;
- a void cheque for direct deposit;
- your slips and receipts: see your personalized list below.
In addition, for newcomers
- your immigration document, which shows your date of arrival;
- your children's dates of birth and immigration documents;
- an approximate amount of your foreign income for your year of arrival;
- your T4 or T2202 if you worked or studied;
- the documents specific to your province: see your personalized list below.
STEP 2 · YOUR PERSONALIZED LIST
Based on your situation and your province.
Select your provinces: the list shows the federal documents and those for your provinces. Upload them as you go, up until your session.
- Void cheque (for direct deposit)
- Last year's notice of assessment (if you have one)
- Municipal tax bill
- Any other useful document
- T2202
- Proof of tuition payments
- Interest paid on student loans
- Scholarships and bursaries
- T4
- T2200 (if you have employment expenses)
- Union or professional dues
- T4 from each employer
- T4A, T4A(P), T4RIF
- T4A(OAS)
- T4E (Employment Insurance)
- T5007
- RRSP contribution receipts
- T4RSP (if you made a withdrawal)
- Medical expenses
- Childcare expenses
- Charitable and political donations
- T5
- T3
- T4PS
- Carrying charges and investment expenses
- T5008
- Purchase cost and selling price
- Statement of income and expenses
- Vehicle expenses
- Home office expenses
- Statement of rental income and expenses
- 1042-S and other foreign slips
FIRST TAX RETURN IN CANADA
Your first tax return in Canada? Let's start with a call.
A free 15-minute call, for your first tax return in Canada: we will review your situation and tell you exactly what to prepare.
- Duration: 15 minutes
- Price: Free
- For: First tax return in Canada
- Documents: None before the call
WHO IT'S FOR
The call is for you if…
You just arrived in Canada
Permanent resident, worker, or international student: no slips yet, questions about your foreign income or your arrival date.
You have never filed in Canada
First job or first year of studies in Canada: you don't know yet which slips you will receive.
You want to receive your benefits
Canada Child Benefit, GST/HST credit: your first return gives you access to benefits, even with no income.
FREQUENTLY ASKED QUESTIONS
Before booking or calling
Sessions take place starting in February, once employers have issued T4 and RL-1 slips. You can book your slot beforehand.
April 30 for most individuals. June 15 if you or your spouse are self-employed, but the balance due must still be paid by April 30.
The tax return: check "Student" and "Self-employed" in the estimator. The price accounts for both.
We handle all provinces. Indicate your province of residence as of December 31 and your province of employment: the list of slips adjusts.
Yes, and with no obligation. The return itself is prepared during a 2-hour session, and its price is shown before you book.
Generally, yes: this is what allows you to start receiving your benefits. We will verify this with you during the call.
A return can still entitle you to benefits. Have your immigration document and your SIN ready.
It depends on your date of arrival and your residency status: we will review it with you.
Their situation matters for certain benefits. Mention it during the call.
Ready for your tax return?
Estimate the price and book your session, or start with a free 15-minute call.