Personal Income Taxes
STEP ONE – PROVIDE CRA ACCESS
The following link from the CRA outlines the steps to take in order to authorize Sterling Stanford as a representative: CRA – Authorize a representative.
Please use the following information:
- Our firm’s business number (BN) is: 830785127
- The Authorization Level is Level 2
- Select Yes to give Online Access
- Select Does not expire
Please let us know once access has been granted as we do not get notified from CRA.
If you do not have access to My Account with CRA, instructions on registering for a CRA account are found here.
For further assistance with obtaining CRA access, please contact the CRA directly at 1-800-959-8281.
STEP TWO – GATHER YOUR INFORMATION
Download, save and complete the following forms with your required basic personal information.
Additional schedules:
STEP THREE – SUBMIT YOUR INFORMATION
Submit your completed documents from STEP TWO and all additional information via one of the following:
- Drop off your paper documents at our office through our secure mail slot during regular business hours, or
- Use our secure client transfer to send us the information electronically
Please Note:
It is important that you are providing complete information as your tax return will be placed in the queue for preparation as soon as we receive it.
STEP FOUR – SIGN YOUR DOCUMENTS
Once complete, we will send your personal income tax return and all other related forms and schedules for signature through Docusign to the email you have provided to us.
Please Note:
This will be your completed copy of the tax return. Please retain these documents for your records.
If you have provided us with paper documents, please pick these up from our office at your earliest convenience.
STEP FIVE – PAY YOUR TAXES
You can pay your taxes directly to Canada Revenue Agency:
STEP SIX – PAY OUR INVOICE
We prefer to receive payments via e-transfer to [email protected]
You can also phone our office to pay by Visa or MasterCard.