Please see the following checklist for our year-end procedures and send us all applicable information in any of the following methods:
Upload to your Canopy Client Portal account - you should have received an invitation to this, let us know if you have not! This is where we provide you final products!
Share them with us through Google Drive (invite: email@example.com) or Dropbox (invite: firstname.lastname@example.org),
Upload your files in this form under each document type, or
Email to email@example.com - Subject: [YY] Tax Documents (please include the year and make sure you password protect your data!)
Note: certain items may not apply to you. However, if you miss information and we have completed the work, we have to spend extra time on your return, so please try to provide everything that applies.