Thursday, 24 February 2011

Are you ready for the preparation of your tax returns?

Bonjour à tous!   Hello to all!

Are you ready to have your tax return professionally prepared? 

Remember, the more you are organized, responsive and have all your information, the less it will cost you in service fees.  More importantly, the more you have chances of increasing your refund and minimizing your taxes, which in most situations can far outweigh the service fees.  Hence the importance of findng a good accountant, who will assist you and make sure you have covered all your bases and prepare you for future years!  In the end, it will be a much more enjoyable process and experience.

Important Basic Preparation Reminders :

Advice to help you keep your processing fees to a minimum:

•Have all your documents organized and with you on your first visit.
•Add, compile and summarize together similar medical (per individual) & all businesses expenses on a summary sheet.
•Respond promptly whenever additional information is requested.
•Have all your information on hand for your dependents

Very important - Please have the following items with you :
           
- Your last Notice of Assessment and any other governement related documentation received.                             
- All other relevant documentation necessary for the preparation of your income tax return (donations, medical, receipts for home renovation, 'bus passes. Mutual funds and stock sales, RRSP, T3, T4, T5, etc…).          
- For new clients or if you have a changes from last year, please bring the your completed NewClient Registration form.  
- Previous or last income tax return completed and filed. (New clients only).

Commentaires et instructions aussi disponible en français sur mon site web.
Have a good tax season!

More tax tips at :