We want you to have more time and energy to spend doing whatever it is you’d rather be doing other than dealing with your taxes. That's why we offer a fully-digital, secure way for you to provide us with the info we need, at your convenience. But, your return is still prepared by a real-life tax pro who provides personal service and advice to each client. Here's how it works:
Create an Account with Taxwerx
We'll ask for basic contact info, date of birth, SIN, etc.
Authorize us to access your CRA (Canada Revenue Agency) account. This saves you from having to round up any tax slips (T4's, RRSP's, etc.)
Upload any other documents from your Checklist to your Tax Year "Digital Shoebox". Drag & drop, easy to remove or edit as you go
Purchase your Tax Package & hit "Submit" once your Checklist is complete
Print, sign and upload the E-file authorization form (CRA does not permit digital signatures for this one yet, unfortunately)
We provide you with a personalized checklist of any other documents we need that we can't get directly from CRA
We recommend which of our Tax Packages is best suited for you
We prepare your tax return within 5 days & upload/email the E-file authorization form for you to sign
We provide advice for future years, and if you owe, we will explain why
We E-file your return and upload a pdf of your full return to your account, which you can download or print any time
Create an Account with Taxwerx
We'll ask for basic contact info, date of birth, SIN, etc.
Authorize us to access your CRA (Canada Revenue Agency) account. This saves you from having to round up any tax slips (T4's, RRSP's, etc.)
We provide you with a personalized checklist of any other documents we need that we can't get directly from CRA
We recommend which of our Tax Packages is best suited for you
Upload any other documents from your Checklist to your Tax Year "Digital Shoebox". Drag & drop, easy to remove or edit as you go
Purchase your Tax Package & hit "Submit" once your Checklist is complete
We prepare your tax return within 5 days & upload/email the E-file authorization form for you to sign
We provide advice for future years, and if you owe, we will explain why
Print, sign and upload the E-file authorization form (CRA does not permit digital signatures for this one yet, unfortunately)
We E-file your return and upload a pdf of your full return to your account, which you can download or print any time