What documents do I need to provide for my personal tax filing? 

To prepare your tax return, please provide all income and deduction documents for the applicable tax year. These may include: 

Documents Required (All Provinces)

• T4, T4A, T5 – Employment, pension, scholarship, and investment income

• T2202 – Tuition fees (students only)

• T5007 – Social assistance/workers' compensation (if applicable)

• RC210 – Advance Canada Workers Benefit 

• T2201 – Disability Tax Credit approval (if applicable)

• Study Permit / Work Permit (if applicable)

• Self-employment / Gig work income – Uber, DoorDash, Skip, Lyft, Instacart, etc.

• RRSP / FHSA contribution slips (if applicable)

• Void cheque or banking details (optional – for Direct Deposit verification)

Additional Documents for Québec Residents

• RL-1, RL-2, RL-8 – Provincial income slips

• RL-31 – Rental housing slip (required for solidarity tax credit). 

• RL-24 – Childcare expenses slip

How to send us documents?

Please email documents to 👉 info@syfinances.ca
Email subject: [Year] Tax Docs – [Full Name]

How can I do CRA direct deposit with my bank? 

CRA now allows individuals to set up Direct Deposit directly through their bank’s online banking, which is the fastest and safest way to receive tax refunds and benefit payments. When you register through your bank, your information is securely sent to CRA, and your Direct Deposit usually becomes active within 1–3 business days. 

Direct Deposit covers all CRA payments, including income tax refunds, GST/HST credits, CCB, climate action payments, and other benefits. 

To register, you only need your SIN, full legal name, date of birth, and access to online banking. You can choose which account (chequing or savings) you want CRA deposits to go into. 

The steps are similar for all banks. Below are the bank options. 

Bank-by-Bank Setup Instructions

• RBC — Sign in and go to More → Profile & Settings → CRA Direct Deposit, then follow the instructions.

• CIBC — Go to Account Services and select CRA Direct Deposit to enter your information.

• Scotiabank — Select your account → Account Settings → CRA Direct Deposit → Manage, and submit your details.

• Canadian Western Bank (CWB) — Log in → open Account Services / Payments & Transfers → select CRA Direct Deposit and complete the required details.

• BMO — Navigate to Services / Bank Services, find CRA Direct Deposit, and complete the short form.

• TD Bank — In EasyWeb or TD App, open Profile & Settings, choose CRA Direct Deposit, and select your account.

• Simplii Financial — Go to More Services → CRA Direct Deposit, fill in your identity details, and choose an account.

• Desjardins — From My Accounts, go to Options → Direct Deposit – Government Payments, choose CRA, and enroll.

• National Bank — Go to Settings / Services, select Government Payments, and choose CRA Direct Deposit.

• Tangerine Bank — Open Profile & Settings, select Government Payments → CRA Direct Deposit, and submit.

Do you assist with CRA MyAccount registration? 

Yes. We can create and fully set up your CRA MyAccount or business account, including verification and activation steps. This is provided as a paid service.

How can I make a payment for your services?

We accept Interac e-transfer, PayPal, credit and debit cards, and cash. Payment details will be provided once your file is opened.

What should I do if I receive a review or verification letter? 

If you receive a letter from the CRA or Revenu Québec requesting additional information, simply contact us. We will review the request, prepare all necessary documents, and guide you through the response process.

What if my refund is delayed or not received?

If your refund is delayed, we can help check the status of your return and explain any outstanding issues. We guide you through the necessary steps until the matter is resolved.

How long does it take to file my tax return once I submit my documents? 

In most cases, tax returns are completed within 24 to 48 hours after we receive all documents. During peak tax season, processing times may vary slightly, but we always prioritize completing your return as quickly and accurately as possible. If additional information is needed, we will notify you immediately.

Do I need to meet in person to file my taxes?

No. Our services are offered completely online, and you do not need to visit an office. You can send your documents by email, and we will handle the entire process digitally. If you prefer a consultation, we can schedule a phone or video meeting.

Do you file taxes for all provinces and territories?

Absolutely. We specialize in filing tax returns for international students, newcomers, temporary workers, and individuals with limited Canadian tax experience. We ensure that all eligible credits, benefits, and deductions are applied correctly.

Can you access my CRA or Revenu Québec account to help me? 

If you authorize us using the secure government authorization forms, we can access your account to help with notices, benefits, balances, and reviews. This access is strictly controlled and only used to assist with your tax matters.

What if I worked in more than one province or changed status during the year?

We can handle multi-province situations, part-year residency, and changes such as becoming a student, starting employment, or moving to Canada. We ensure your return is accurate and meets all federal and provincial rules.

Do you assist with benefit applications such as GST/HST, CCB, Solidarity Credit, or Trillium?

Yes. We can guide you through applications and adjustments for various benefits, including GST/HST Credit, Canada Child Benefit (CCB), Ontario Trillium Benefit (OTB), and the Québec Solidarity Tax Credit. When necessary, we also help with recalculations and updates.

Do you prepare previous or late tax years? 

Yes. We can file previous-year and multiple-year tax returns, whether you are up to date or several years behind. This includes filing for newcomers who missed earlier years or individuals who need to catch up.

Do you file self-employment and business income returns?

Yes. We prepare returns for self-employed individuals, gig workers, contractors, rideshare drivers, and small business owners. This includes federal and Québec filings.

Is my information kept confidential and secure? 

Yes. All documents and personal information you submit are kept strictly confidential. We follow CRA and Revenu Québec privacy guidelines and never share your information with anyone other than the tax authorities for the purpose of filing your return. Your files are stored securely and deleted upon request.

Do you offer tax consultations? 

Yes. We provide consultations for tax planning, benefit eligibility, self-employment income, newcomer tax questions, moving between provinces, and more. Consultations can be booked by email or phone.

How do I sign the tax return once it is ready? 

You will receive your completed return electronically. You simply need to review it and sign the authorization form (T183 for CRA or TP-1000.TE for Québec) so that we can submit your return electronically on your behalf.

What if I worked cash jobs, tips, or received unreported income? 

We can help you report all income accurately and legally. Unreported income must be included in your tax return, even if no slip was issued. We guide you on how to declare it properly to avoid penalties.

I lost my T4 or other tax slips. What should I do? 

If you cannot locate your documents, we can often retrieve most slips using your CRA account or by requesting authorization to access them as your representative. For Québec residents, RL slips can also be accessed through Revenu Québec if available.

Do you prepare taxes for temporary workers such as LMIA workers, work permit holders, or caregivers?

Yes. We file returns for temporary foreign workers, LMIA applicants, caregivers, and seasonal workers. We ensure correct residency classification and benefit eligibility.

Can you help with repayment letters, reassessments, or incorrect benefit payments?

Yes. If the CRA or Revenu Québec issues a reassessment, a repayment request, or adjusts your benefits incorrectly, we can review the case and assist with corrections, appeals, or additional documentation.

Can I file taxes even if I do not have a job?

Yes. You should still file your tax return even if you had no income. Filing helps you qualify for benefits such as GST/HST Credit, Canada Child Benefit, and the Québec Solidarity Tax Credit.

Do you assist with Notices of Assessment (NOA)? 

Yes. After your return is submitted, we can help you interpret your Notice of Assessment and explain your results, refunds, balances, or any changes made by the government.