Client Checklists

To help our clients we are posting some important dates that corporations and individuals should be aware of:

Business tools and guidance—providing in-depth insights analyzing the latest trends, highlighting real-life case studies, and sharing expertise through webinars. Stay current on new information and regulatory changes with our alerts, and get the material you need to follow industry best practices.

Individuals

The Canada Revenue Agency (CRA) has developed a streamlined approach for authorized representatives (such as Rutwind Brar) to access taxpayer information over the Internet. This allows our firm to establish a direct link to your tax history data at CRA. This minimizes the possibility of discrepancies and missed information.

We request CRA representative access so we can review tax slips, notices, and other CRA information needed to prepare and file your personal return efficiently.

Follow these steps to add us:

  1. Log in to your CRA account.

  2. Select Profile from the left menu.

  3. In Authorized Representatives, click Add.

  4. Click Start.

  5. Enter BN: 837675909 and click Search.

  6. Select our firm and click Next.

  7. Choose Authorization level: Level 2.

  8. Choose Online access: Yes.

  9. Select Does not expire and click Next.

  10. Confirm and click Submit.

  11. Email us at rbadmin@rbpa.ca once completed.

Corporations
  • Your corporate tax return is due six months after your fiscal year end
  • The end of February is the T4 and T5 reporting deadline
  • Download a Year End Checklist – Notice to Reader

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  • Accounting
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(780) 483-5490

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rbadmin@rbpa.ca

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