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IMPORTANT: If you have not authorized as your representative with the CRA this year in your "My CRA Account", or completed the Authorization Form requested by July 15, 2025 then you must submit your last NOA (Notice of Assessment) with your documents.
If yes, to any of these, you will be required to do a Bare trust return (as per CRA new requirement - See full guide here): https://www.canada.ca/en/revenue-agency/services/tax/trust-administrators/t3-return/new-trust-reporting-requirements-t3-filed-tax-years-ending-december-2023.html)
Please note: Requests for direct deposit can no longer be submitted through the T1 Efile. Please contact the CRA directly to make this change.
Please note: You DO NOT need to upload your rental property receipts to us. Please keep these for your own records.
Please note: You DO NOT need to upload your self-employment expense receipts to us. Please keep these for your own records.
Please note: You DO NOT need to upload your home office expense receipts to us. Please keep these for your own records.
Please note: You DO NOT need to upload your vehicle expense receipts to us. Please keep these for your own records.
You have indicated you have the following:Deductions & Tax Credits:
{name98}Please upload any receipts and supporting documents below
You have indicated you have the following:Sources of income:
{name80}Please upload any tax slips, receipts, and supporting documents below
Please note: You DO NOT need to upload:- self employment income receipts- home office expense receipts- vehicle expense receipts- rental property expense receipts**Please keep these for your own records incase requested by the CRA.
New Clients* please include & upload a copy of your previous year's tax return.Existing Clients* we DO NOT require your previous year's tax return.
Quebec Returns* please additionally include and upload your "Relevé 1: Employment and other income (RL-1)" slip below, as we cannot retrieve this from your CRA account.