CRA's My Account for Individuals

  • Track your Refund

  • Check your benefit and credit payments

  • Set up or change your direct deposit banking information

  • View your RRSP / TFSA limits

  • View your online mail

  • Access past NOA's

  • Reprint your filed T4's and other tax slips

Do all of this and more by regstiering for CRA's My Account at the link below.

http:www.cra-arc.gc.ca/myaccount/

Important Dates

  • GST / HST credit issued.........Oct 5. Next Jan 5

  • OTB payments issued........Oct 10, Next Nov 10

  • ​CCB payments issued........Oct 20, Next Nov 20

  • Efiling closed for system update...Jan 24, 2020

  • 2019 Efiling opens........................ Feb 24, 2020

  • 2019 Personal tax balance due.... Apr 30, 2020

  • 2019 Personal tax filing due........ Apr 30, 2020  

  • 2019 Self Employed tax filing.... June 15, 2020

Annual deadline to have complete personal tax information slips and forms dropped off to us to have completed by April 30 deadline ......April 15

Annual deadline to have complete self employment tax slips and forms dropped off to us to have completed by June 15 deadline.  This is to also include personal taxes of self employed person and their spouse ......June 1

 

Filing fee

Filing fee applicable to each return.  $6.99 for each electronically filed return and $25 applicable to each paper filed return.   

Verify information with CRA - Included with ALL packages

All packages automatically include verification with CRA for missing information slips at the time we are working on your file.  We will advise you of we find any missing slips as well as print a copy for you.  We only have access to what is filed with CRA at the time we check.  There will be a fee of $5.00 per slip that we pull to include with your income tax return.  Should you purchase our CRA insurance, we will waive the charges for pulling your information slips.   

  • Seniors, over 65 yrs, with ONLY basic CPP / OAS income

  • Does NOT include other pensions, investments, charitable donations, medical, or income splitting  (must move up to SILVER or higher)

Income only, no deductions allowed other than exceptions for Seniors / Students as listed (Excludes any situation that additional services are required.  See back of page for details.)    No complex situations requiring additional priced items.  See additional services.     

  • BASIC return - max 5 info slips (T4, T4A)

OR

  • STUDENTS must be full time student in high school or post-secondary school during tax year and under 21 yrs of age

  • includes T4's from part-time/summer jobs

  • should file returns to create future RSP contribution room & collect HST credits, and Trillium Tax Credits (if applicable)

  • return - up to 10 information slips

  • INCLUDES:

    Charitable Donations

    Medical Receipts

    Union Dues                        

    RRSP Income/contributions       

    Student Loan Interest            

    Tuition & Education Amounts

    Child Care Expenses              

    Support Payments

    Pension Income Splitting         

    Amount for Eligible Dependent           

INCLUDES everything above in GOLD Service, plus:

  • UNLIMITED information slips & receipts

  • Employment Expenses (with totals provided)

  • Moving Expenses (with totals provided)

  • Foreign pension

  • Simple investment reporting (buy/sell of shares, etc) which include T3’s, T5’s or T5008 accompanied with realized gain/loss report.All other investing is considered complex and is priced separately

DOWNLOAD EMPLOYMENT EXPENSES FORMS

DECEASED RETURN* $159.99

  • Deceased / Final Return *

*Deceased/Final Returns for regular circumstances:  final income slips, medical receipts, donation receipts, etc.   Does not include Trust returns.

Please reload

ADDITIONAL SERVICES

All services below may only be added onto GOLD level or higher

INCOME TAX PRICING

Click here Final Tax Checklist

Priority $25

  • Skip the wait, prioritize your file with a 3 day turnaround.  If you have multiple linked returns (Spouses, children) this fee will apply to each return

CRA Insurance $25

  • Give yourself peace of mind and know that should your return be selected for a Pre or Post Assessment review, that we will take care of this for you.

  • Want to find out the status of your refund?  Have any other CRA questions?  We can handle these for you.

  • Need a copy of your NOA?  We can access it and provide you a copy.

 

Without this protection, these services are additional costs.  Or you could sign up for a CRA My Individual Account to access most of this information on a self service bases through their website.

Express NOA $10

  • Receive your Notice of Assessment the day after your return is E-filed. (As we batch E-file each night)   

  • Charge is per person / per year / per NOA

This is perfect if you find yourself needing to receive your NOA quickly for reasons such as re-financing your mortgage.  Without this add-on, your NOA will be mailed to you in the regular time frame of 5-7 business days plus mailing time.  With this option selected, CRA will not send a copy via mail.

  • Price is for preparation of T776 form and review of expenses

  • Totals must be provided for each expense category on the rental activities form accessible through the link below.  If receipts or other forms are provided, or additional help is required to complete the form additional costs will apply.  There is no additional cost for a verbal review of the form if you are new to using the form.

  • Use our checklist to help you prepare your records!

DOWNLOAD RENTAL ACTIVITIES FORM

Long Haul Trucker $79.99

  • Price is for preparation of TL1 form and review of expenses

  • Totals trip information must be provided or you may use our excel spreadsheet to enter trips.  If we are calculating trips from trip log book, additional bookkeeping fees will apply.

  • Price is for preparation of T2125 form and review of expenses

  • Totals must be provided for each expense category. If receipts or other forms are provided, or additional help is required to complete the form additional costs will apply.  There is no additional cost for a verbal review of the form if you are new to using the form.

  • Use our checklist to help you prepare your records!

DOWNLOAD STATEMENT OF BUSINESS ACTIVITIES

RRSP Planning $54.99

  • Pre-return preparation the purpose of RRSP planning before RRSP deadline

  • Estimated based on the information you can provide at the time

  • In person meeting

  • Price is per return/person

Complex Medical $64.99

  • Applies if medical is partially paid by third party insurance.  Third party statements required.  Maximum time of 1 hour which covers most situations, afterwards a per hour rate of $75 applies.

Complex Investments $64.99

  • Applies if annual realized gain / loss statements are not provided and separate sale statements required.  Maximum time of 1 hour afterwards, a per hour rate of $75 applies.

  • Excludes options trading.

T1 Adjustment $54.99 per year

  • for current or prior years, to include missed slips, or changes to tax situation

T1 Adjustment $79.99 per year

  • for current or prior years, to include complex changes to tax situation.  We can confirm in advance if simple or complex depending on individual situation

CRA contact or Notice of Assessment Copy $25 per access

  • reprint of NOA from CRA website for current or prior years

  • contact CRA via phone for information on your behalf

  • contact CRA website for information on your behalf

Pre or Post Assessment Review $59.99 per review

  • You receive a letter from CRA requesting further information to substantiate your tax credit request

  • We will prepare a written reply and provide information requested from your tax return, on your behalf

  • Follow up, as required, to close review

If you have purchased CRA Review Insurance when we completed your return, this is not required and you should not receive a letter, it will be directed to our office, and we will deal with CRA on your behalf. Should you receive a letter, just get us a copy and we will take care of it for you.

GST / HST Return $64.99

  • Calculation of GST / HST Remittance or Refund, based upon completion of Business Income Return (above)

  • Includes online filing with CRA

Disability Tax Credit Application $159.99

  • Review of customer circumstances to determine possible eligibility for tax credit

  • Assistance in preparation of CRA Tax Credit Application

  • Filing with CRA, and copy retention at our office

  • CRA follow up

  • T1 Adjustments for the years impacted, up to 10 years max

Request for Tax Payer Relief $249.99

  • Preparation of CRA forms to request reduction or elimination of penalties and / or interest due to extraordinary circumstances

  • Includes review meeting with customer to discuss, and follow up

Please reload