How We Work

• What do I need to prepare for my tax return?

  CRA Account:

  If you have access to your CRA account, log in to check that all your tax forms are available, including:

  • T4 for employment income
  • T5 for bank interest/dividends
  • T4A for contract work
  • T2202 for tuition fees, etc.

  If these forms are online in your CRA account, you don’t need to bring them; we can access them directly. Please bring any forms that are missing from your CRA account.

  Medical Expenses:

  Calculate the total amount of your medical expenses. We may not have time to add up individual receipts during the meeting.

  For Corporation, Self-Employed or Rideshare Drivers:

  Please refer to the checklist to see the information we need for your business tax preparation, and review the business tax page for further details.

  For New Clients:

  If it’s your first time with us, please also bring:

  • A piece of ID for yourself and your spouse
  • SIN numbers for yourself and your spouse
  • Names and birthdays of your children
  • Last year tax return and notice of assessment
• What is the procedure of tax preparation in Solid Tax?

  For new clients, we start by collecting your personal information and submitting a representative authorization request to the CRA online. This authorization is usually granted immediately. Once authorized, we will auto-fill your tax return using the information available from the CRA website.

  Communication is key to avoiding mistakes. We will discuss your tax situation with you, cross-referencing the information from the CRA with your records. We will also ask for additional details, such as donations, medical expenses, and other information not available through the CRA. During the appointment, we will address any questions or concerns you may have.

  Finally, we will review the results of your tax return with you. If everything is accurate, you will sign the necessary documents and pay the fee. We will then e-file your tax return.

• Can I email you my tax information and have it done without an appointment?

  We generally prefer not to prepare tax returns solely through email, as it can be challenging to communicate effectively this way. However, you can book a phone appointment so we can discuss your tax situation and ensure mutual understanding. While we can handle digital signatures and documents via email, allowing you to complete your taxes without visiting our office, it is still important that we speak directly.