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Virtual Remote Tax Preparation

Looking to file your taxes online? Our system ensures seamless, encrypted document transmission for all personal and corporate clients across Ontario.

Follow our simple 4-step process below to file your taxes virtually

Step 1: Identify the Documents to Upload

Refer to our document checklist below to gather all required forms. Supported digital formats: PDF PNG / JPEG DOCX XLSX CSV

Step 2: Enter Your Personal Information on Online Form

In order to prepare your return accurately, provide your current contact details, SIN number, marital status, and dependent child information.

Step 3: Attach Documents on Online Form and Upload

Attach your T4s, T5s, RRSP slips, ID proof, or direct deposit details. Files are uploaded directly to our secure CPA server.

Step 4: Let Us Do The Rest

Our licensed CPA team will process your return, optimize deductions, and send your completed tax return securely for digital signature.

Confidentiality Guaranteed: We are licensed CPA professionals committed to strict client privacy. We never share your financial records with third parties.

Tell Us About Yourself

Please enter your personal details to ensure accurate tax preparation and CRA compliance.

Personal & Contact Information
Residency & Tax Status Questionnaire

Attach Your Documents

Please attach all applicable documents required for your tax return.

256-Bit Encrypted Transfer

Direct Deposit Form

Provide bank direct deposit details to receive tax refunds directly from CRA.

ID Proof

Driver's license, Passport, PR Card or Photo ID to verify identity.

T2202 (College / Tuition Receipt)

Tuition fee certificate issued by your college or university for tax credits.

T4 / T4A / T-Slips

Employment, pension, or benefit slips (Provide PDF passwords in notes below).

Rent Information & Benefits

Provide Ontario Trillium Benefit / Rent details if claiming benefits.

Additional Documents

Attach any additional receipts, medical claims, or notices not listed above.

Registered Slips

8 Items
  • T4 – Employment income
  • T3, T5 – Interest, dividends, mutual funds
  • T4E – Employment Insurance benefits
  • T4A – OAS, T4AP – Old Age Security & CPP
  • T2202A– Tuition / education receipts
  • T4A– Other pensions and annuity income
  • T5007 – Social assistance, WCB benefits
  • Any other tax slips
T-slips issued by employer or CRA portals

Receipt

12 Items
  • RRSP contribution slips
  • Child care information (Babysitting)
  • Professional or union dues
  • Tool expenses (Tradespersons)
  • Medical expenses (last 24 months)
  • Employment expenses (T777)
  • Political contributions
  • Charitable donations (last 5 years)
  • Moving expenses (if moved for work)
  • Student loan interest (last 5 years)
  • Professional certification exams
  • Property tax for rental property
Optimized for maximum tax credit returns

Other Documentation

8 Items
  • Notice of Assessment/Reassessment
  • Direct deposit form
  • CRA correspondence letters
  • Sale of principal residence
  • Rental income & expense receipts
  • T2200– Conditions of Employment
  • Details of dependents (Kids/Grandparents)
  • First time home buyer documents
Includes CRA notices & property records

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