Can a company reduce your tax burden? Contact us Now. / 注意: 希望透過成立公司來節稅嗎? 聯繫我們
We are glad to have this opportunity to provide the tax planning service for you and your family. Please send the following information to us.
A: Discussion Stage
Your goal and concerns. Your family’s needs. How can we help you?
B: Engagement Stage
(1) Your legal name on CRA's Account.
(2) SIN#
(3) Family member's name, their SIN# and their date of birth
(4) Current Address:
(5) Phone # and email for both you and your spouse.
(6) A copy of government ID with photo for you and your spouse.
(7) Prior Year Tax Return if available.
(8) Prior Year Notice of Assessment if available (We can get from CRA if you authorize our firm ID
(9) If you have CRA My Account, please authorize our firm as representative.
Representative ID "GVD2M7"
Authorization level:2
Tax years:All
Online access:Yes
Expiry date:Does not expire
C: Data Collection Stage
(10) Current year tax receipt, such us T4,T4RSP, RRSP deduction, T3, T5, T5008, T2202a, Donation Receipt, Foreign property information, business income, Childcare expense, Home Office Expense.
(11) Moving Expense if you move over 40 KM for studying or working..
您好
我們事務所很高興有這個機會能提供稅務規劃的服務給您的家庭，請參閱以下步驟提供相關資訊。
A: 討論階段
你的稅務目標以及顧慮。你家庭的需求，我們應該如何幫你?
B: 簽約階段
(1) 你在加拿大稅局的 正式名稱
(2) SIN# 社會保險號碼
(3) 你的家庭成員姓名、生日 以及家人的SIN#
(4) 現在的住址
(5) 聯繫電話
(6) 一份帶照片的證件
(7) 過去的報稅資料T1 如果有的話
(8) 或去的稅務評估表 (若取得你的授權我們可以自行調閱)
(9) 如果你有CRA My Account 請授權我們事務所的帳號
Representative ID "GVD2M7"
Authorization level:2
Tax years:All
Online access:Yes
Expiry date:Does not expire
C: 資料蒐集階段
(10) 本年度的稅務單據例如T4,T4RSP, RRSP, 捐款收據, T3, T5, T5008, T2202a, 海外資產，出租房產資訊, 自雇所得,
(11) 搬家費用(超過四十公里)