Worksheets and Checklists
When a client has self employed income, Position 3 needs to complete a ___________.
Business Return Checklist
What file name do we use when saving Legal Documents?
SIN-Type of Docs. For example, 123456789-WILL & DC or 123456789-POA
What do we always tag a client’s TaxDome account when they submit via mailbox?
Mailbox Submission Tag
How much does a basic return cost if the client is self employed but is claiming income only?
Starts at $65 plus tax
You must use _________ email when corresponding with clients.
support@cvtax.ca
What do you need to do when a client owns a rental property that is rented out at most 28 days per rental period?
Complete a Short Term Rental Checklist
A sealed envelope was included in the client’s mailbox submission. What do we need to do?
Please note that if a client drops off a sealed mail, we are not allowed to open the envelope without permission from the client first. We must contact the client for permission to open the envelope or for the client to come in to open the sealed envelope themselves.
What is the TaxDome App used for?
Uploading scanned mailbox documents into the client’s TaxDome account
What are our 5 price tiers for regular returns?
NIL, Credit Filer, Basic Return, Premium Return, and Investment Return
When putting files to the Needs Intake or To Be Prepared line up, the files must be put in _______ order.
Chronological order
Name 3 Checklists that you may need to complete during the intake process.
Business Checklist, Short Term Rental Checklist, Final and Trust Checklist
What type of documents do we save in the Legal Documents folder?
Will, DC, POA, Separation agreement, Court Order, Legal Guardianship
What are the next 3 steps on TaxDome after creating a client portal?
Create a Job
Send out the “Activate Client Portal” email
Upload the client’s scanned mailbox submission to their TaxDome account
What is included in the investment Return tier and how much does this tier cost?
T3s, T5008s, T5013, More Than 25 slips. Cost starting at $95 plus tax plus additional hourly fee of $80/hour if applicable
What do we need to ask from the client if we are completing a post-bankruptcy return?
Pre-bankruptcy return
We do not need a completed Business Return Worksheet when _______.
The client is claiming income only. However, we must still complete a Business Return Checklist and ask their total income for the whole year.
We received an original version of a legal document. What do we NOT do?
Do NOT stamp the original document. The document must be returned to the client in its original form
For every position, what is your final step on TaxDome?
Go to the client’s TaxDome account and Click “Overview”
Under Task, Click “Position #”
You will see a list of steps that you should have already completed at this point
You may now take this time to verify your work. Check off each subtask completed. If you have determined that a Subtask was not completed, you may do so now.
After completing all subtasks, Click the Dropdown arrow under Status
Change the Status to “Completed” or “On Hold”
Click “Save”
What is the difference between the hourly rate for a regular return versus a final return?
Regular return’s hourly fee starts at $80 per hour while a Final return’s hourly fee starts at $150 per hour
What is the difference between immigration and emigration returns?
Immigration return is filed when a client immigrated/arrived to Canada within the year
Emigration return is filed when a client left/emigrated from Canada within the year
What information do we need to ask when a client owns a rental property?
Address of the rental property
Percentage for personal use vs rental use if renting out personal residence
Rented out less than 28 days at a time? (need STR if so)
Completed Rental Worksheet (First part only if claiming income only and full page if claiming expenses)
Disposed of the property?
What do you need to do when you receive a legal document from the client?
Scan and/or save the document as PDF
Click Save
Save in This PC > Shared Files > Legal Documents
Change File name to SIN - Type of Doc. For Example, 123456789 - Will & DC or 123456789 - POA
NOTE: Whoever does DoxCycle, make sure to also import the saved Legal Docs into DoxCycle
How do we create a TaxDome Account for a mailbox client?
Go to the TaxDome Website
Click “New” and Click “Account”
Select “Individual” as the Account Type
Enter the client’s full name as the Account Name
Enter the client’s full address
Select the Mailbox Submission tag along with any applicable tags for the client
Under the Folder template, select Default Tax Years.
Enter the client Date of Birth
Click “Continue”
Click “Create Contact”
Fill out the required fields: Full name, phone number, and address.
Under the email address field, toggle Login, Notify, and Email Sync.
Click “Add phone number” and enter the client’s phone number
You may skip Contact Name and SSN fields.
Select Create to create the contact
Send TaxDome portal invitation
We must ask for a _________ of at least _________ when a client is filing for more than 3 year’s worth of returns
Deposit of at least 50% of their total invoice fee.
Please note, the supervisor will determine the final deposit to charge the client.
When the client submitted through the TaxDome portal, they should have already received an invoice for the deposit
In the 2025 Taxation Year, RRSPs contributed within the first 60 days of _______ are reported in the 2025 Tax Return while RRSPs contributed within the first 60 days of ______ are reported in the 2024 Tax Return.
In the 2025 Taxation Year, RRSPs contributed within the first 60 days of 2026 are reported in the 2025 Tax Return while RRSPs contributed within the first 60 days of 2025 are reported in the 2024 Tax Return.