YOU MUST CALL FIRST BEFORE BEING ACCEPTED AS A NEW CLIENT.
PLEASE CALL BEFORE YOU COMPLETE THESE FORMS as Sauve Tax Services is no longer accepting clients with:
- BUSINES/PROFESSIONAL INCOME (business income includes selling products like Avon, Scentsy, Epicure, selling on EBAY, etc.)
- SELF-EMPLOYMENT INCOME (This includes Skip the Dishes, Door Dash, Uber, etc.)
- RENTAL INCOME
- EMPLOYMENT EXPENSES (TL2/T2200) – this includes truckers with meals, tradespersons with tools or employees wanting to claim mileage on their vehicles, home office space, teachers claiming supplies etc.
- EXTENSIVE MEDICAL EXPENSES (out of town trips, more than 10 medical receipts etc.)
- HEAVY INVESTMENTS (share trading, T5008s, Management Fees, Profit Sharing (T4PS), Partnership Income (T5013) etc.)
- HEAVY DONATIONS (more than 10 donation receipts)
- FOREIGN INCOME
- INTERNATIONAL EXCHANGE STUDENTS
- IMMIGRANTS WHO ARE FILING TAXES FOR THE FIST TIME IN CANADA.
- INCOME DERIVED FROM THE SALE OF PROPERTY THAT RESULTS IN A CAPITAL GAIN (LAND, COTTAGE, A SECONDARY RESIDENCE)
- CLAIMING ANY TYPE TRADES FOR CRYPTOCURRENCY SUCH AS BITCOIN, ETHER, GOLD OR SILVER SHARES ETC.
We also do not file taxes for residents of Quebec or deceased individuals who were not current clients.
We also do not file taxes for residents of Quebec or deceased individuals who are not current clients.
- If you are a new client, you MUST complete the following New Client Tax Info Form – you will only have to complete this form the first time I do your taxes.
- If you are a new client, each individual in your household who is having their taxes prepared needs to complete form Authorizing a Representative . You will only have to complete this form the first time I do your taxes. Once I e-file this form, Revenue Canada may send you an acknowledgement letter stating that I am now your ‘authorized representative’. This is a precaution in case someone did name themselves as an authorized representative on your account without your knowledge. No action on your part is required except to ensure that it’s my name, “Josée Sauvé” that is listed – if any other name appears on the form, contact Revenue Canada immediately at the number provided in their letter.
- All individuals in your household who are having their taxes prepared need to complete the Authorization to Efile/Terms & Conditions form. All parts must be completed in full as instructed and SIGNED (Look for the Big Black Arrows and X).
- You can use this handy Readiness Checklist to ensure that you have all the documents you need to have your taxes prepared. Please remember that if you file your taxes and later receive a slip, a $15 fee applies to re-file your tax return with that slip.
- In case of separation during the taxation year you are having prepared, please complete this Separation/Custody Arrangement Form and bring it with you at tax time.
