Tax Documents
Prepare for the upcoming tax year with these helpful tips and resources
from Givens LLP Chartered Professional Accountants
Simplify Taxation with Givens LLP
At Givens LLP, we make tax season a breeze, and your journey to stress-free tax preparation starts here. Get ready for the upcoming tax year with our team of professionals. With extensive experience in various accounting areas that focus on your success through personalized services in tax planning, audit or review of financial statements, and meticulous bookkeeping. Our FUTURE+ team will manage the numbers and advise you on how to build profitability for your business with insights where and when you need them most.
Explore our user-friendly documents checklist and taxation resources below. They’ve been carefully designed with you in mind. Simplify your financial processes and propel your business forward with Givens LLP – where your success is our priority.
Income Tax Checklist and Fillable Forms
Please fill out the Income Tax checklist below and review the tax letter while organizing your documents. Summarize medical, donations, and relevant income/expenses as necessary. This checklist is your guide to gathering all essential documents for your tax return preparation.
The T1 Engagement Letter is below for reference purposes and will need to be signed and submitted with your personal tax documents for any new personal tax clients. All existing clients will sign this during completion of their file.
Do you have Foreign Property (real estate and/or investments) with a total cost of more than $100,000 Canadian? Please fill out the Foreign Income reporting form, and ensure you advise us of this on the checklist. Penalties for failing to file this form by April 30 are significant.
Once you've gathered all your documents and are prepared for us to start your tax returns, simply upload all the documents, along with your completed checklist and any other necessary forms, to your personalized client portal. We'll promptly start working on your file upon receiving the first document and will keep you informed every step of the way.
Note: If your portal account is used by other members of your family that do not have their own portal accounts, please ensure each family unit(couples or single returns) fill out their own checklist and applicable paperwork
In the event that you don't have an existing client portal account with us, simply fill out the checklist and relevant forms to compile your tax information. When you're ready for us to start working on your returns, email all the items to info@givens.ca. We'll help you set up your client portal and acknowledge the receipt of your tax return.
Taxation Resources
Our Taxation Resources section is your gateway to empowered financial decision-making. Explore the following resources to enhance your understanding of important taxation topics: