NEW CLIENT ONBOARDING FOR TAXES
- Once we get T1013 processed with CRA we can continue
- Next will send them an engagement letter once cra authorization is in place
- Then we can down load prior yr to start comparisons so we do not miss anything
- Review prior year physical tax returns for familiarity of file
- Get 2020 info as available from client or cra
- Finalize tax returns, review any items of concern with client
- Get T183 signed
- Process tax return with CRA
- Check assessment once processed, compare with submission
- Documents along with tax return and assessment to be given to client, copy may be scanned if business, rental, or emailing to client or high probability of return to e required in future for third party, ie mortgage renewals, etc.
V2-4-2021 BSF-TRA-TLR
