How Do I Organize Documents In My Client Portal?

In your client portal, there are folders for each tax year.  What you see is exactly what we see on our end.  Keeping this folder structure will help you stay organized when you need to find a receipt or other information at a moment’s notice.  It also helps us to prepare and organize your income tax return.

Use your client portal as you wish to store all receipts at any time.  It is your own portal to upload, download and use at your convenience.  Instead of trying to hold onto that donation receipt for 11 months until you can claim it, just open the portal app on your phone, take a photo of the receipt right away and put it in the folder of the year that it applies to. Canada Revenue Agency does not need the actual paper copy of any receipt.  They only need to see a clear .pdf copy.  *Please Note*  If a receipt copy is not clear enough, CRA immediately denies it.

For information on Canada Revenue Agency’s record keeping requirements and retention policies, see my blog HERE

For instruction on how to use your client portal from your phone, computer or tablet, click HERE


PERSONAL TAX RETURN
What goes where in my client portal?

Inside each one of the six folder links below is more detailed information on items that belong in each folder, as well as examples and spreadsheets you can fill out to prepare your income taxes.

To follow the steps in submitting your personal income tax information to us, click HERE


CORPORATE TAX RETURN
What goes where in my client portal?

Inside each one of the folder links below is more detailed information on items that belong in each folder, as well as examples and spreadsheets you can fill out to prepare your corporate year end.

To follow the steps in submitting your corporate income tax information to us, click HERE

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