It is a secure client portal allowing you to:

• upload documents,
• sign electronically, and
• retrieve your tax returns.

• Yes – registration is required to upload your tax documents

• Security – uses SSL encryption to protect your data
• Convenience – you can upload your tax documents any time
• Management – you can delete and re-upload your tax documents
• Storage – you can retrieve your Personal Tax Returns (aka T1 General) within 1 year

Please refer to TaxFolder’s step-by-step instructions on how to activate your TaxFolder account.

Please check your email’s Spam/Junk Folder. If you still did not receive any emails, contact us to resend the required documents.

Please sign in to TaxFolder and refer to the step-by-step instructions on how to upload your tax documents.

Please refer to TaxFolder’s step-by-step instructions on how to sign documents electronically.

Please refer to TaxFolder’s step-by-step instructions on how to download documents.

• The deadline is April 30, 2024 (and June 17, 2024 for self-employed)

• Tax payment deadline is April 30, 2024.

• Everybody’s tax situation is different.

• We will not know until we prepare and complete your tax return. If everything is the same, you should expect your tax balance owing to be similar as last year.

• Only if your previous year’s tax owing is over $3,000.

Your tax instalments are based on your previous year’s tax owing. There are various ways to calculate your tax instalment.

Here is one way: if your 2023 tax owing was $4,000, then your quarterly tax instalments for 2024 are as follows:
• March 15, 2024 - $1,000,
• June 15, 2024 - $1,000,
• September 15, 2024 - $1,000, and
• December 15, 2024 - $1,000.

With a December 31 reporting period,
• Filing Deadline: June 17, 2024
• Payment Deadline: April 30, 2024

• Your RRSP Deduction limit can be found on your latest Notice of Assessment from CRA as well as from your CRA Account online.

• We can help you look up your RRSP deduction limit at an additional charge.

• February 29, 2024 is the final date for RRSP contributions.

• Business & self-employed telephone line: 1-800-959-5525
• Personal telephone line: 1-800-959-8281

For other departments, go to CRA’s website

• We are open Monday to Friday from 9 am to 5 pm.

• Our services are based on client’s needs. Please contact us by telephone or by email for a quotation

• We can start preparing your tax return once we have received all your tax documents and required information.

• For personal tax document checklist, click here.
• For corporate tax document checklist, click here.

• It depends on the complexity of your file – it generally takes 4 to 6 business days (or longer if during the peak tax season in March and April)

• You can upload your tax documents online. After completing your tax return, you will receive your tax package electronically.

• Please see our “Contactless Procedure” for details.

Accepted Files:
• PDF files
• Word Document files (.doc or .docx)
• Excel files (.xls or .xlsx) / CSV files (.csv)

Files Not Accepted (please convert them into compatible formats before uploading):
• Pages files (.pages)
• Numbers files (.numbers)

• Please note that there will be additional processing fees for opening and converting incompatible files and reviewing picture files (.jpeg and .png).