Submit your form

 

Step 1 - Download and Fill the Tax Transaction File

Download the Excel Template to fill in your transaction history for tax filing
Download

Step 2 - Login to your Bank Account and Download the Bank Statement

OPTIONAL - Go to your bank portal and download the statement
RBC Bank TD Bank BMO Bank Scotia Bank CIBC Bank

Step 3 - Fill-out Your Contact Information

Upload the filled in sheet and submit the basic info along with it. That's it!!

    Upload The Following: (a) Tax Transaction (b) Tax Details and (c) Bank Statement (optional)


    Upload the filled Excel Template from Step 1, any other tax related details such as T4-T1 files, and Bank Statement (optional) from Step 2