• Tax Preparation Service Request Form

  • The below information is required for us to create a TaxFolder Client Portal Service Engagement Account to begin your tax service engagement process with K Liu Accounting Services Inc. Your designated TaxFolder Client Portal is utilized throughout your entire tax service engagement process for important, private, secure and confidential information sharing between the client and our team.  

    Upon submitting your request, an EMAIL NOTIFICATION WILL BE SENT TO YOU WITHIN THE NEXT BUSINESS DAY to access your designated TAXFOLDER account to start securely uploading your tax documents through the TAXFOLDER Documents Portal.

    For your convenience, our team's up-to-date availabilities can be viewed on our Online Appointment Scheduler, if you would also prefer to schedule an initial call with one of our Accounting & Tax Specialists prior to your Service Engagement to discuss your tax document requirements and/or any questions or concerns you may have, please SCHEDULE A CALL.
     
    ***For privacy and confidentiality purposes, we require family members to submit separate requests per each taxpayer to be able to create separate TAXFOLDER accounts***
     
    ***By proceeding with our services, you confirm you have read, understood, and agree to comply with the terms and conditions of K Liu Accounting Services Inc. as outlined at www.kliuaccounting.com/policies. This includes, but is not limited to, the Terms of Use, Communication Policy, Privacy Policy, and Document Management & Retention Policy.***
      
     
    Please review below Tax Return Guides for full details regarding the following:

  • Individual Tax Return Guide

    • Service Pricing & Appointment Options
    • Tax Preparation Resources & Process
    • Mandatory CRA My Account Authorization

  • Corporation (Business) Tax Return Guide

    • Service Pricing & Appointment Options
    • Tax Preparation Resources & Process
    • Retainer Fee Policy
    • Accounting Software Policy
    • Mandatory CRA Business Account Authorization
    • PST/RST Account Authorization
  • Format: (000) 000-0000.
  • Taxpayer Phone Number Provided is*
  • TAX YEAR(S) - Select ALL Years Services are Required*

  • TAX RETURN SERVICE REQUESTED

  • Please Submit a Separate Request Form for each taxpayer or legal entity*

  • For Business & Corporation Clients ONLY

  • Enter N/A in below fields if you do not require business or corporation services

  • Accounting Software Access - Business & Corporation Clients Only

  • Accounting software access is MANDATORY for Corporation Tax Return and Accounting/Bookkeeping Service Engagements ONLY.

  • Please confirm which accounting software platform you currently use and will provide our team with the required accountant access or company file.*

  • Accountant Access & Setup Instructions

    QuickBooks Online – Invite your accountant
    QuickBooks Desktop – Create and share a portable company file
    Xero – Invite an accountant into Xero

     

    For Clients Without Existing Accounting Software

    We offer discounted QuickBooks Online Accounting Software subscriptions ranging from $30 to $220 + tax per 4-week period, depending on the subscription level required.

    Subscription charges apply only during the work-in-progress period of your service engagement. With your authorization, our team will assess the most cost-effective subscription level required, complete the setup, and add the applicable subscription fee to your progressive service invoice.

    If you would like to discuss the recommended subscription level before proceeding, please schedule a call.

  • Tax Slip Filing Services - Business & Corporation Clients Only

  • Do you require K Liu Accounting Services Inc. to prepare and file any of the following tax slips to meet your reporting requirements?

    • T2200 - Conditions of Employment, required for employees to claim eligible employment expenses
    • T4 - Employment Income
    • T4A - Taxable Benefits Provided to Employees or Shareholders, Management Fee Payments, or Fees for Services Paid
    • T5 - Dividend or Investment Income
    • T5018 - Contract Payments

    If NO: No action is required. Please continue to the next section of this form.

    If YES: Please complete our Tax Slip Service Request Form & Preparation Guide to request this additional service and review the information required for preparation.

    Tax slip preparation is a separate service. Please do not complete the Tax Slip Service Request Form unless you require one or more of the tax slip filing services listed above.

    Filing Deadline: Generally, the end of February following the calendar year-end. Late filings may be subject to applicable penalties and interest.

  • Business & Corporation Service Engagement Requirement - Business & Corporation Clients Only

  • If you are requesting any business or corporation service, you are required to complete our Bookkeeping & Accounting Service Engagement & Authorization Agreement as part of your service engagement.

    The Agreement provides important information regarding our business and corporation services, including:

    • Service options, pricing, pricing transparency, and progressive billing practices
    • Bookkeeping and accounting processing options
    • Available technology solutions
    • Client responsibilities and service expectations
    • Corporation year-end service engagement options, where applicable
  • Should be Empty: