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Ali Raza Jaffer, Chartered Accountant Mississauga, Greater Toronto Area

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Good afternoon,

With the upcoming April 30th income tax return filing deadline fast approaching, I wanted to offer you some final tips as to some of the documents to include in your tax package, allowing us to optimize your tax position.  If you have sent in your documents already, we appreciate your promptness in assembling your documents.

You may have come across some of the documents I mention below as you prepare your income tax documents.  Our professional staff are here to serve you and committed to providing exceptional service in completing your personal tax returns and answering tax related inquiries.

  1. Income slips (T4, T4A, T3, T5 etc.)
  2. Ontario Staycation credit receipts
  3. RRSP slips
  4. Home Office Expenses (deduction eligible at $2 per day up to a maximum of $500 if you worked from home for more than 50% of the time in 2022)
  5. Investment management fees (for non registered accounts only)
  6. Interest on investments
  7. Child Care expenses
  8. Tuition slips
  9. Professional & union dues
  10. Disability support expenses
  11. Details on the disposition of your principle residence
  12. Details of the purchase of a new home in 2022
  13. Details of 2022 installment payments (if applicable)
  14. Details of foreign property owned
  15. Digital news subscription

The full checklist is available here:  2022 Personal Tax Checklist

We have several methods of communication available to submit your documents to us or answer any tax related questions.  These include contacting us via telephone, e-mail, and video conferencing.  If you would like to set up a meeting, please feel free to call the office.  I encourage you to send us your documents by April 15th to avoid delays in processing your tax returns before the deadline.

Here are some suggestions for sending us your tax documents:

  1. You may send us the documents via our new ARJ Portal.   Please contact clientcare@arjcpa.ca for a link to register for the portal.
  2. You may send us the documents digitally via any of the following options:
    1. Email
    2. Dropbox
    3. Google Drive
    4. Box
  3. You may also courier or mail your package to us as many have done in the past.
  4. You can drop off your documents or setup a meeting to review them and ask any questions.

Note, as per our recent communications, there is an Underused housing Tax (UHT) which is an additional tax filing requirement for this tax season.  It’s a filing requirement that applies to corporations, partnerships and trusts who own residential properties as at December 31, 2022 (see memo sent earlier this week for full details to see if you are required to file).  If this applies to you, please send us the relevant documents as mentioned in our recent communication.  The filing deadline is also April 30, 2023.

 

Have wonderful weekend and Spring Season!

Best regards,

Ali Raza Jaffer, CPA, CGA, MBA, BComm

President, AR Jaffer Professional Corporation

Chartered Professional Accountant

We appreciate your referrals!