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Feuilles d'impots

Why choose our tax service for your tax optimization in Montreal?

1. Document Preparation and Collection

This is the part that falls to you and is the most crucial for the accuracy and optimization of your declaration.

  • Tax information slips (T4, T5, T4A, Relevé 3, 8, etc.):

    • Employment income (T4, Relevé 1 - Quebec).

    • Investment income (T3, T5, Relevé 3, 16).

    • Pension/retirement income (T4A, T4OAS, Relevé 2).

    • Employment insurance benefits, etc.

  • Receipts for deductions and credits:

    • RRSP/PRPP contributions (receipts).

    • Childcare expenses (receipts).

    • Tuition fees (T2202, Statement 8).

    • Medical expenses (invoices, receipts, total paid).

    • Charitable donations (received).

    • Interest paid on student loans (statement).

  • Specific information:

    • Self-employed/Rental income: Summary of business or rental income and expenses (ideally filed, Schedule T2125/TP-80).

    • Sale of Investments/Property: Statement of Capital Gains and Losses (Appendix 3) and supporting documentation (ACB, proceeds of disposition).

  • Personal information:

    • SSN (Social Security Number).

    • Contact details (address, telephone, email).

    • Civil status if it has changed during the year.

    • Membership fee notice from the previous year (for certain checks).


2. Transmission of Documents to the Firm

You send your documents to the firm according to the agreed method:

  • In person: Submission of physical documents or meeting with the accountant.

  • Digital (most common): Download from a secure client portal or sending via encrypted email.

3. Preparation of the Declaration

We proceed with the preparation, following these main steps:

  • Data entry: The information from your slips and receipts is entered into professional tax software (such as DT Max, Taxprep).

  • Use of CRA/RQ services: The firm may use the CRA's Auto-fill my return and Revenu Québec's Tax Data Download services (with your authorization) to automatically import a large portion of your slips and verify the completeness of the information provided.

  • Tax optimization: The accountant ensures that you benefit from all applicable deductions and credits, including spousal transfers, loss carryforwards, RRSP/TFSA deduction optimization, and specific provincial tax credit claims.

  • Review: An internal review is performed to ensure the conformity and accuracy of the calculations.


4. Validation and Transmission Authorization

Before submitting the declaration, we:

  • Let's present the results: It provides you with a summary of your situation (refund or balance due).

  • We need your signature: You must sign the authorization forms (usually the T183 and the CO-1000 in Quebec) which allow the firm to transmit your return electronically (EFILE) and to act as your representative.


5. Transmission and Monitoring

  • Transmission: We electronically transmit the declaration to the Canada Revenue Agency (CRA) and Revenu Québec (RQ).

  • Payment: If you have a balance to pay, we will remind you of the payment deadline (usually April 30th) and provide you with instructions.

  • Client file: We are providing you with a complete copy of your submitted declaration for your records.

Business information desk
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