Welcome to the Serbinski Accounting Firms Internet tax data collector. Enter the Canadian tax data site.
Note: This page is for Canadian return information entry only. Access our U.S. Tax Notebook at this link.
This year, Serbinski Accounting Firms is pleased to introduce the tax data collector which will enable you to submit your Canadian tax information to us over the Internet. You will be guided through an intuitive interview process that is convenient and easy-to-use.
We chose to offer the tax data collector to our clients because
Here's how the tax data collector works:
Please contact us if you would like a user name and password to access the Canadian Internet tax data collector. Keep in mind that your password is your key to your tax file and as such, it should remain completely confidential.
In your file, you will find your name and address, and those of your family members. Please verify this pre-existing information for accuracy.
You may move through the tax data collector simply by clicking the “Next” button and entering data in each relevant screen as it appears. Alternatively, you may use the interview navigation window located on the left-hand side of the screen to prompt the display of specific entry fields.
Other family members are listed in the top left-hand corner of the screen. To access them, select a name from the list.
To leave the application, click the Log out button in the top centre of the screen.
You may return as many times as you need to in order to plan and complete your return.
Once you have entered ALL of your tax data, you will let us know that you are completely done by clicking the Submit tax file button from the toolbar.
Whether your tax return is filed electronically or on paper, we ask that you send us your relevant tax slips and receipts together with other supporting information. You may forward your slips to us by mail or courier, or you may log in to your secure folder and upload your slips to us electronically. ( Please contact us for a user name and password to your secure folder). For a single upload, you can use our simple upload feature to send us your data securely.
Be sure to include all relevant slips and receipts (e.g. tuition, RRSP, charitable donations, medical expenses, etc.) If you are unsure of what to submit, it is better to include supporting documents than omit them.
Serbinski Accounting Firms will contact you as soon as we have reviewed your tax information and prepared your tax return(s).
Serbinski Accounting Firms ’s Internet tax data collector provides context-sensitive help on each screen to answer any questions you may have about the fields that appear there.
What should I do if I forget my username or password?
If you forget your username or password, please contact us.
Where is my data stored?
How secure is my information in the tax data collector?
Our Internet tax data collector offers the best security available on the Web. We assure you that only the strictest of security measures have been implemented throughout.
When you log onto the tax collector, you pass through a firewall which blocks access to anyone who does not have the right to enter. From the time that you log on at our Web server, using your user ID and password, all activity on our Web site takes place in encrypted mode. We use the highest level of encryption available, 128 bits, which is the same level of encryption used for on-line trading and banking.
What Information do we need to prepare your returns?
General Tax Information Checklist: (Please contact us for any clarification or question)
In order that we may expedite the processing of your individual income tax
returns, we have prepared the following checklist of items which we normally
need to have on hand to complete the returns. Please note that many of the
items may not specifically apply to you, since this intended to be a checklist
for many people to follow. We ask that you provide information for yourself
and/or your spouse and dependent children in all instances, since filing status
may change depending on the income or other issues pertaining to your family
All information should be delivered to our Toronto office, listed below, by courier or registered mail or to our generic secure upload area.
or upload to your secure folder once we have set up access for you (just ask)
For Canadian Returns: (Filing Deadline April 30, 2013). No extension is available. Please send information as early as possible.
Please ensure that we have the following information in our files. If you have previously sent us a copy of prior year returns or have otherwise provided the information, no further action is required:
1. Social Insurance Number (SIN) for all persons in your family.
2. Dates of birth for all persons in the family.
3. Correct current address.
4. Prior year income tax return(s) (if filed).
Current Year Canadian Information:
5. All income for the year as outlined on forms T4, T4A, etc.
6. All interest and dividends for the year as on forms T5 and other sources.
7. Details of any other income including pensions, tips, etc.
8. Gross income and expenses detailed for each business venture and for each
9. Details of medical expenses, investment interest, donations and unreimbursed employee expenses.
10. Details for all capital transactions, including date of purchase, purchase amount, date of sale, sale amount, name of security, and number of shares/units.
11. Number of days present in Canada (if not resident for the entire year) during the year, and number of days present outside Canada, including specific dates.
12. If you have given up Canadian residence for tax purposes in the year, please provide your date of departure, and the fair market value of all capital properties owned as of the date of departure, as well as the original cost and date of acquisition of each capital property.
13. RRSP contribution receipts.
14. Details of contributions to Tax Free Savings Accounts.(TFSA)
15. Please answer the following questions for each person a return is being prepared:
a) Are you a Canadian citizen?
b) Do you want your name added to the voters list?
16) If you are a resident of Canada, do you have assets outside of Canada with a value over $100,000. If so, please provide:
a) Nature and value of each asset or group of assets;
b) Income received from the foreign assets.
The above list is not intended to be comprehensive, but should serve as a general checklist for you. In many situations, other income or expense items may be relevant, as well as moving expenses, tuition fees and other issues.
If you require more information, please contact us at any time.