PERSONAL TAX RETURNS
Personal tax
filing catch-up.
One missing return or several years behind? Tell us what you know and what records you have. We will work through the filings you need.
Personal tax
HOW WE HELP
You can start with what you have.
You do not need a perfect folder of paperwork before the first conversation. Tell us which years concern you, what records are available and whether the CRA has contacted you. We will explain what else is needed.
01
Identify missing years
Work out which personal returns need attention and review your filing history.
02
Organize the records
Discuss income slips, receipts, prior assessments and records relevant to your situation.
03
Prepare the returns
Complete the agreed filing work and explain the next steps after submission.
What to have ready.
- The tax years you think are missing
- Available income slips, receipts and prior assessments
- Any recent CRA letter and its response date
START WITH A CONVERSATION
Missing something?
That’s okay.
Tell us what you have. We will explain which records are needed for the agreed work.
FAQS
Common questions.
Can you help with several years at once?
Yes. We can discuss multiple overdue personal returns and agree on the scope of work.
What if I cannot find a tax slip?
Let us know which records are missing. We will discuss ways to obtain the information needed to prepare an accurate return.
Will I receive a refund?
That depends on your income, deductions, credits and payments for each year. We cannot promise a refund before reviewing the facts.
RELATED SERVICES
You may also need.
Corporate Tax Filing Catch-Up
Notional Assessment
Tax Debt Solutions
Let’s work out the next step.
Tell us what you need help with. We will discuss the work involved and how to begin.