Simplify preparing for Income Tax Time

We would like to help you simplify your time while preparing for taxes this year! Here we have a few things for you to keep in mind. 

During this time of year we always receive a lot of calls, for missing tax slips, also clients looking for some of their tax slips early hoping  they can file their taxes early.

Here's something to keep in mind. In our Feb 2, 2018 Blog we have a couple lists, as well as the deadline for some tax slips. Note: The deadline for some slips is not until the end of March. 

For those of you who would like to simplify life. We suggest registering for My Account an Online site with CRA. This will help to ensure that you have all your investment tax slips as well as any T4's and more, see below for a overview of the options available.

My Account is an easy option to help you! It will allow you to track your refund, view or change your return, check your benefit and credit payments, view your RRSP limit, as well as your TFSA Contribution limit. You can set up direct deposit, receive online mail, and so much more.

If you are registered with My Account, you can also use Auto-fill my return when you file online using certified software.

On your mobile device? Try the MyCRA mobile app - you can securely access key parts of your tax information and manage personal details, wherever you are.

Michelle Currie