• Send Documents

    Securely deliver documents to Talbot & Associates.

  • Talbot & Associates has not filed a return for me before.

  • Talbot & Associates has filed a return for me before.

  • Go to Client Portal

  • Final Return / Estate Tax: If you have not completed our Estate Information Package, please do not continue to submit documents.

    Our Estate Information Package will guide you through the documents and information we need. Click the link below to visit our Estate Tax Preparation Service page and download our Estate Information Package.

    Go to Estate Tax Preparation Service

    If you have completed the Estate Information Package and wish to submit additional documents, please continue.

  • Additional information

    Providing up-to-date information helps us help you.
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  • Tax information checklist

    Please provide supporting documents for all relevant items. Select all items that may apply.

  • My tax information

  • Individual's tax information

  • Spouse/partner's tax information

  • Rental property: Please complete our Statement of Real Estate Rentals. 

    Download Statement of Real Estate Rentals

  • Self-employment: Please complete our Statement of Business Activities. 

    Download Statement of Business Activities

  • Property taxes or rent paid: Please provide a copy of your property tax bill, or a summary of rent paid for the year and the total number of months for which rent was paid. Only one renter per dwelling can claim the credit.

  • Medical expenses: Sort and add your medical receipts to save compiling fees. Simply provide a summary with the total amount for each category (dental, physiotherapy, etc.). 

  • Tuition: The T2202 form must be signed by the student to process a tuition transfer to a parent. It does not need to be signed for the student to claim tuition.

  • New clients: Please authorize Talbot & Associates as your CRA representative.

    1. Click the link below to sign in to your CRA account. (If you do not have access to your CRA account, you will need to register for an account. For assistance, call the CRA at 1-800-959-8281.)
    2. In the left menu, select Profile.
    3. Scroll down to Authorized Representatives and select + Add.
    4. Select Next and follow the directions.
      • Enter Talbot & Associates' Business Number (877388322).
      • Choose Level 2 access.
      • Choose Yes for Online access.
      • Select Does not expire.
    5. Confirm you would like to add this authorized representative.

    Sign in to your CRA account

     

    Business clients: Please authorize Talbot & Associates as representatives for your business by following the directions at the link below.

    Go to CRA Business Account Authorization

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