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To do Income Tax business with us, we also ask that you complete this form:

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• T1 Engagement Letter (PDF).

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For your information regarding Electronic Services please review:

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• Procedures For Electronic Services (PDF)

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For your Personal Income Tax organization we have online ‘fillable’ documents for your use:

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• Self Employment Summary Form (PDF)

• Employment Expense Summary Form (PDF)

• Rental Income Summary Form (PDF)

• Personal Income Tax Checklist (PDF)

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For your convenience, we have provided a Credit Card Authorization Form that is ready to be filled out. Once completed and signed please FAX a copy to our office at 604.465.1936. Please Do Not email this form to us. You can however take a picture of the signed form with your Smartphone and upload that to your Sharefile Account using our secure Client Portal. If you do not already have a Client Portal Login, please contact us and one can be set up for you right away.

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• Credit Card Authorization Form (PDF)