Client Resources

2026 Tax Season: What We Need From You

Tax season is approaching. Start gathering your personal tax information now so we can prepare your 2026 income tax return. Follow the steps below, and watch your inbox for our tax season email.

  1. 1

    Review our pricing and tax templates

    Review our personal tax services and pricing. If you have medical expenses, self-employment income or rental income, download the matching fillable template to summarize your totals.

    View services & pricing Fillable tax templates
  2. 2

    Complete the intake form

    Fill in the 2026 questionnaire online. You can also visit one of our offices to complete it in person and drop off your documents.

    Start the intake form
  3. 3

    Watch for your engagement letter

    We'll send it through TaxFolder for you to review and sign digitally.

  4. 4

    Send us your tax documents (PDF only)

    Upload your tax slips and supporting documents in PDF format. We can't accept image files such as JPG, PNG or HEIC.

    Existing clients

    Log in to TaxFolder and share your personal tax documents with us there.

    Log in to TaxFolder
    New clients

    Upload through our secure ShareFile link and direct your documents to Amanda Parkin.

    Secure file upload
  5. 5

    Send everything at once

    Please wait until you have all your documents before sending them. Many investment slips arrive in late March. Once we receive your documents, we'll treat your file as ready to prepare, and documents added after completion may result in additional fees.

  6. 6

    Log in and review your CRA account

    Before sending us your documents, sign in to CRA My Account and check:

    • Instalments you've paid for the current year
    • Any balance owing
    • Tax slips the CRA has received for you (T4, T5, T3 and more)

    The CRA now sends most mail online by default. Don't have an account yet? You can register from the same sign-in page.

    Sign in to the CRA How to navigate My Account

New Client Authorization Instructions

Authorizations

PDF Guide Authorize Us with the CRA Step-by-step instructions to add us as your representative in your CRA account. View guide → PDF Guide Grant Us Access to QuickBooks Online How to invite us as your accountant in QBO. View guide →

Your CRA Account

Set up and protect your CRA account

canada.ca Register for a CRA Account Create your My Account login to view slips, notices and balances online. Visit CRA ↗ canada.ca Turn On Email Notifications Get an email when you have new CRA mail or changes are made to your account. Visit CRA ↗ canada.ca Set Up Direct Deposit Receive refunds and benefit payments straight to your bank account. Visit CRA ↗ canada.ca Recognize CRA Scams How to tell a real CRA call, text or email from a scam. Visit CRA ↗

Paying the CRA

Official payment options from canada.ca

canada.ca Pay Personal Income Tax All the ways to pay a balance owing on your personal return. Visit CRA ↗ canada.ca Pay GST/HST How and when to remit the GST/HST your business collected. Visit CRA ↗ canada.ca Pay Through Online Banking Which CRA payee to choose so your payment is applied correctly. Visit CRA ↗ canada.ca Instalments & Payment Arrangements Due dates, required instalments and options if you can't pay in full. Visit CRA ↗