Here is what we ask you to do:
Start by referencing our personal tax checklist on the link above.
The checklist webpage link has hyperlinks to downloadable templates.
Start organizing your documents electronically (we do not accept paper copies) and checking them off on our checklist.
There are plenty of free apps to “scan” your docs using your phone.
The checklist covers most standard items. For any additional items, identify them to our team with brief notes.
If you owned more than one rental property or sole proprietorship business, just duplicate the tab and complete our spreadsheet templates for each.
Once you know you’ve got everything, get in touch your Account Manager on the Think Team who did your taxes last year.
Our team will send you a link to your online folder where you can upload your documents along with the completed checklist.
From there, we’ll get started with your taxes and be in touch with any questions, or when they are ready for your review.
Key Dates (excluding corporations):
We ask that you submit your documents to us as early as possible.
For any documents received after April 17th, we cannot guarantee that the returns will be filed on time (April 30th deadline returns).
March 31st - Tax filing deadline for Trust Returns and Partnership Returns that only has individuals as partners.
April 30th - Tax filing and payment deadline for personal tax returns for individuals who are not self-employed or spouse of a self-employed individual.
June 15th - Tax Return and HST Return filing deadline for self-employed individuals, or their spouses. However, the payment deadline for both the returns is still April 30th.
If You Are Not An Existing Client
If you are not an existing Think Accounting client, note that our focus is on working with Businesses and assist with personal taxes for corporate shareholders and their families. We do not accept ‘Personal Tax Only’ engagements unless these are complex in nature. If interested, you may reach out to us using this link.
Wishing everyone a stress-free tax season!
Power to you,
Think Team 🙏
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