About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- 3 client tasks
- Automations
T1 Tax Return (Canada)
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| Client Tasks Client Tasks | ||
|---|---|---|
| Upload your income slips (T3, T4, T5, etc.) | ||
| Upload the completed questionnaire | ||
| Upload any other relevant documents (as requested in questionnaire) | ||
| Team Tasks | ||
|---|---|---|
| Send engagement letter to client for signature | ||
| Receive signed engagement letter and payment | ||
| Automatically request information from client with the client tasks feature | ||
| Income slips (T3, T4, T5, etc.) | ||
| Completed questionnaire | ||
| Other relevant documents (see questionnaire) | ||
| Receive requested information | ||
| T Slips | ||
| Questionnaire | ||
| Other related documents | ||
| Prepare tax return | ||
| Review prior years tax return (if applicable) | ||
| Verify and organize data | ||
| Enter all client data | ||
| Check diagnostics for errors and/or missing data | ||
| Email client for additional data and clarification | ||
| Review tax return | ||
| Send the tax return to the client for review and signature | ||
| Get approval and signature from client | ||
| File the tax return with the CRA | ||
| Upload tax forms to the "Files" tab on the client's profile in FC | ||