
Frequently Asked Questions
TaxFolder
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It is a secure client portal allowing you to:
• upload documents,
• sign electronically, and
• retrieve your tax returns. -
• Yes – registration is required to upload your tax documents
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• Security – uses SSL encryption to protect your data
• Convenience – you can upload your tax documents any time
• Management – you can delete and re-upload your tax documents
• Storage – you can retrieve your Personal Tax Returns (aka T1 General) within 1 year -
Please refer to TaxFolder’s step-by-step instructions on how to activate your TaxFolder account.
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Please check your email’s Spam/Junk Folder. If you still did not receive any emails, contact us to resend the required documents.
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Please sign in to TaxFolder and refer to the step-by-step instructions on how to upload your tax documents.
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Please refer to TaxFolder’s step-by-step instructions on how to sign documents electronically.
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Please refer to TaxFolder’s step-by-step instructions on how to download documents.
Personal Tax
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• The deadline is April 30, 2025 (and June 16, 2025 for self-employed)
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• Tax payment deadline is April 30, 2025.
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• Everybody’s tax situation is different.
• We will not know until we prepare and complete your tax return. If everything is the same, you should expect your tax balance owing to be similar as last year.
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• Only if your previous year’s tax owing is over $3,000.
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Your tax instalments are based on your previous year’s tax owing. There are various ways to calculate your tax instalment.
Here is one way: if your 2024 tax owing was $4,000, then your quarterly tax instalments for 2025 are as follows:
• March 15, 2025 - $1,000,
• June 15, 2025 - $1,000,
• September 15, 2025 - $1,000, and
• December 15, 2025 - $1,000. -
With a December 31 reporting period,
• Filing Deadline: June 16, 2025
• Payment Deadline: April 30, 2025 -
• Your RRSP Deduction limit can be found on your latest Notice of Assessment from CRA as well as from your CRA Account online.
• We can help you look up your RRSP deduction limit at an additional charge.
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• March 3, 2025 is the final date for RRSP contributions.
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• Business & self-employed telephone line: 1-800-959-5525
• Personal telephone line: 1-800-959-8281For other departments, go to CRA’s website
General
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• We are open Monday to Friday from 9 am to 5 pm.
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• Our services are based on client’s needs. Please contact us by telephone or by email for a quotation
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• We can start preparing your tax return once we have received all your tax documents and required information.
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• For personal tax document checklist, click here.
• For corporate tax document checklist, click here. -
• It depends on the complexity of your file – it generally takes 4 to 6 business days (or longer if during the peak tax season in March and April)
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• You can upload your tax documents online. After completing your tax return, you will receive your tax package electronically.
• Please see our “Contactless Procedure” for details.
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Accepted Files:
• PDF files
• Word Document files (.doc or .docx)
• Excel files (.xls or .xlsx) / CSV files (.csv)Files Not Accepted (please convert them into compatible formats before uploading):
• Pages files (.pages)
• Numbers files (.numbers)
• Please note that there will be additional processing fees for opening and converting incompatible files and reviewing picture files (.jpeg and .png).