Corporate Year End – STEPS TO FOLLOW

First things first!!….Before we can commence working on your file, you will need to fill out and submit your corporate engagement letter to us HERE  

Have you signed up for Canada Revenue Agency’s online mail service?

CRA’s My Business Account is a secure portal allowing businesses access to GST/HST, payroll, income tax, notices of assessment/re-assessment, direct deposit and lots more online simply by registering HERE  

Once you have submitted your engagement letter, we have provided a general guideline of what year-end information to send us HERE

Once you have your information gathered together, we ask that you please take a look at how to organize documents in your client portal HERE

Then, upload your documents into the portal one of three ways:

  • From your Android device, download and use the portal application HERE
  • From your iPhone or iPad, download and use the portal application HERE
  • Or, go to our website and log into your client portal HERE

For instruction on how to use the client portal, watch our video for mobile devices HERE, and for computers, laptops or tablets HERE

Once you are ready for us to prepare your income tax return, please email us at to let us know.  We will prepare your income tax return, and once done, you will get an email to log into your client portal for review of your income tax return and emails from us to sign any final forms.

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