This guide details our workflow and process of your Virtual Personal Tax Returns.
Our Process
We process Virtual Personal Tax Returns over five key stages.
Gather Tax Information
Stage One
2021 Personal Income Tax Checklist
Review the 2021 Personal Income Tax Checklist and gather the related information.
Submit Tax Documents
Stage Two
Ways to Provide Tax Information & Documents
When you submit your tax documents via the portal upload, you will have the option to schedule a review meeting with us.
E-mail:info@accplus.ca
Drop Off: Dropping documents off in our office.
Mail: Mail it to 39 Centre Street, Thornhill, Ontario, L4J 1G1
Tax Preparation
Stage Three
Tax Review
Upon receipt of your tax information and documents, Accounting Plus will review your information. Follow-up questions and documents may be requested.
Tax Preparation
After obtaining the required tax information and documents, Accounting Plus will prepare your tax returns.
Tax Draft
Once a draft has been prepared, we will contact you to schedule an appointment (virtual meeting via Microsoft Teams or telephone meeting) to review your tax returns at a level of detail, so we can finalize your returns.
Schedule an Appointment
Stage Four
Virtual Meeting
Accounting Plus is using Microsoft Teams to hold virtual meetings with clients. It allows us to share our screens with you, providing the same experience that you would at our office. You will be able to discuss your returns with our tax consultants.
Phone Meeting
We can also conduct a telephone meeting if a virtual meeting is not possible. We will provide you with a draft of your returns and review the returns over the phone.
Tax Filing
Stage Five
Authorization Forms
Accounting Plus is using PandaDoc to collect legal electronic signatures from clients. You will receive an e-mail with the documents to sign. Click on “Open The Document” in your e-mail and follow the instructions.
Payment
We will send you an invoice by e-mail with a link to a secure website to pay by credit card. Alternatively, you can give us a call and provide your credit card info to us or pay by e-transfer to peter@accplus.ca.
Records of Tax Returns
After receiving your signed authorization forms and payment, we will electronically file your tax returns with the CRA. We will provide you with an electronic copy of your tax returns. For clients who wish to have a hard copy, please contact us and we will prepare the returns for you to pick up.
