HOW TO GET YOUR TAXES DONE IN A TIMELY MANNER
Bring all tax-related documents in at one time, this avoids the need to contact you each time information is missing or amend an already filed tax return and have to charge you for extra time.
Bill Payments - the bank does not indicate who the payee is on your statements when you pay a bill via telephone or online. Please note which bills you are paying either on your statement or provide a list and attach to the bank statement.
Deposits - when you deposit more than one cheque at a time, please indicate which cheque makes up each deposit.
Credit Card Receipts: please give us your credit card statements for processing. Please refrain from submitting receipts/statements for the same period. It takes a long time to match receipts to the statement, therefore just indicate on your statement which charges are business-related.
Cash Receipts: please only submit receipts for business-related expenses. If you’re unsure, please keep them separated so we may review them. If there is no indication on the receipt where it is from, please write that directly on the receipt. To save us time, you may organize your slips according to the expenditure and separate each category.
Expenses: please ensure that all business expenses fall within the period of your fiscal year.
Large purchases: if you made a big purchase, please include the corresponding invoice and any other important details along with the information provided for processing.
Please be advised, the less time we spend on doing your taxes, the less you are charged!!