Description
T1 Filing Procedure
The Initial Contact
1. You call Roger Accounting at 519 615 8355 or email me at rogerhc358@gmail.com to set up the first face to face meeting
The First Meeting
2. You show me your ID; I show you my ID!
3. You sign the contract of this T1 filing service.
4. You sign the authorization form.
5. You answer the tax questionnaire.
6. You give me your tax information.
– I give you a free gift, sanitizer with 99.8% alcohol ($20 value)! See the picture!
– I complete your T1 and email you T183
7. You print, sign, and email me T183, e-filing document.
8. You pay the fee for filing T1.
It’s done! Congratulation on filing your T1!
All you need: email, copier, and scanner
Your fee is just $20 per T1, if your tax refund is under $50!
Next Year:
• You don’t need face to face meeting! Just call me for T1 filing!
• You get $5 discount on T1 filing!
CRA Audit Assistance
• 3 years’ CRA Assistance – $10
Note:
1. I use N95 mask for security during the meeting! You can bring your mask, too!
Meeting place
• My place ($30 per filing)
• Your home ($40 per filing)
Appointment time
• in person – Monday to Friday 5 p.m. to 9 p.m., Saturday 9 a.m. to 5 p.m.
2. your acceptable ID:
• one ID – driver license, passport, birth certificate, or Ontario photo card
• two ID – combination of SIN card, health card, or visa/bank card
my ID: driver license
3. Contract summary:
• Confidentiality of your personal information
• Filing Service Price
• Roger Accounting’s liability
• CRA audit assistance for your T1 for one year
4. authorization form is necessary to access to your My Account at CRA.
7. T183 is the e-filing document.
8. The acceptable payment is e-transfer or personal check (mail)
Price Quote
– T slips (excluding T5008) – $30 per filing
– When I meet with you at your home, the fee is $40 per filing
– Your tax refund is less than $50 per filing, your filing fee is just $20.
– Additional information: medical receipts, donation, RRSP, etc.… – prices vary
– Business income, rental income, or capital gain – prices vary
My Qualification:
– Chartered Professional Accountant
– Advanced Certified Pro Advisor at Quick Books
– CRA E-file license