11 Mar 2020 Personal Taxes
Last year’s tax season was one for the history books and here at Clearline, we are looking forward to this tax season returning to a more typical experience…with some enhancements we are proud to share with you.
COVID-19 moved us into automating our practice at an accelerated pace. We have now implemented a new online system, which allows you to electronically accept and sign our engagement letter, as well as simplify your payment processing by accepting credit cards online. Once we are finished with your taxes, we will send the documents for your final signatures through DocuSign – finally a truly paperless and simple process! If you are already our client, you will have received our kick-off email on February 16. Just click the link in the email and follow the step-by-step instructions.
Personal Tax Checklist
You will find our fillable documents to help you organize your tax affairs by clicking the link in our email; however, you can also find a copy on our website .
- The Personal Tax Checklist must be completed by each adult or couple submitting a tax return. If your information has remained unchanged, just tick the box at the top of the document.
- The Appendices must be submitted if you are reporting rental income, self-employment income or employment expenses, home office or automobile expenses and/or foreign properties.
Submitting Your Personal Tax Information
We have made significant investments in our online capabilities and we encourage you to work with us remotely. Make tax season a breeze with The Exchange , our secure online client file management portal. If you are new to our online portal, contact our team at email@example.com or 604-639-0909 to get your secure login details. For more information about The Exchange, check out our FAQs.
You can also email us your information or we can arrange a courier. If you prefer to drop off your information, you can do so at either of these locations:
The deadline to file your return and pay your taxes is April 30, 2021.
If you are self-employed or have a spouse or common-law partner who is self-employed, the deadline to file your taxes is June 15, 2021. All taxes owed must still be paid by April 30, 2021.
As you can appreciate, there are high demands on our time during the month of April. Consequently, we cannot guarantee completion of your return if it is not received by us before April 15, 2021.
As you review the information, if you have questions or concerns, please do not hesitate to give us a call at 604-639-0909 or email us at firstname.lastname@example.org.