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