NEW CLIENT ONBOARDING FOR TAXES

NEW CLIENT ONBOARDING FOR TAXES

  1. Once we get T1013 processed with CRA we can continue
  2. Next will send them an engagement letter once cra authorization is in place
  3. Then we can down load prior yr to start comparisons so we do not miss anything
  4. Review prior year physical tax returns for familiarity of file
  5. Get 2020 info as available from client or cra
  6. Finalize tax returns, review any items of concern with client
  7. Get T183 signed
  8. Process tax return with CRA
  9. Check assessment once processed, compare with submission
  10. 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

 

E-mail me when people leave their comments –

You need to be a member of Brock Shores Financial #ImprovingFutures to add comments!

Join Brock Shores Financial #ImprovingFutures