Missed a year or several?
You can book even if some older slips or receipts are missing. Once you authorize us, we can check which tax slips the CRA has on file and help you work out what you still need.
Tell us the last year you remember filing. With your authorization, we can check your CRA records and work out which returns are outstanding.
We compare the slips available from the CRA with the records you bring and tell you what else to look for, year by year.
As each year’s information is ready, your accountant prepares the return, explains the result and reviews it with you before filing.
Gather what you can and group it by year, even if some years have only a few documents.
Bring whichever you can find. A notice of assessment can help us request CRA access. Your last filed return helps us see where you left off.
Bring any letters about your unfiled returns. If a letter gives you a deadline, mention the date when you book.
Bring the slips and receipts you can find, including medical expenses, donations and child care receipts.
Bring any income and expense summaries you have, grouped by year.
Please also have photo ID handy for your appointment.
Choose a phone appointment or a meeting at our Ottawa office.