Virtual Personal Tax Returns

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.

Accounting Plus Virtual Tax Returns

Submit Tax Documents

Tax Preperation

Appointment With Accounting Plus

Tax Filing

Accounting Plus Virtual Tex Review

Gather Tax Information

Stage One

2020 Personal Income Tax Checklist

Review the 2020 Personal Income Tax Checklist and gather the related information.

Submit Tax Documents

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: Ring the intercom once you drop off your personal tax documents in our mailbox during office hours; we will immediately pick up the documents

Mail: Mail it to 39 Centre Street, Thornhill, Ontario, L4J 1G1

Tax Preparation - Accounting Plus

Tax Preparation

Stage Three

Tax Review

Tax Review - Accounting Plus Upon receipt of your tax information and documents, Accounting Plus will review your information. Follow-up questions and documents may be requested.

Tax Preparation

Tax Preparation - Accounting PlusAfter obtaining the required tax information and documents, Accounting Plus will prepare your tax returns.

Tax Draft

Tax Draft - Accounting PlusOnce 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

Schedule an Appointment

Stage Four

Virtual Meeting

Microsoft Teams with Accounting Plus 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 and future tax planning with our tax consultants.

Phone Meeting

Phone Meeting with Accounting PlusWe 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 and future tax planning over the phone.

Tax Filing

Tax Filing

Stage Five

Authorization Forms

Authorization FormsAccounting 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

PaymentWe 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

Records of Tax ReturnsAfter 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.