I am again available to assist you with your tax returns. Due to changes in the government regulations, we are now required to efile your tax returns. Therefore, for your convenience, and to “go green” you can scan and email all your documents to me at lwolfe@videotron.ca. Alternatively, there will be “Drop Off Hours” starting Tuesday, March 7, 2017.
The “drop off hours” are as follows : Tuesday, Thursday & Sunday, Between 9 am and 6 pm.
There will be no “Drop off days” on Sunday March 12, nor Tuesday April 11, nor April 18, 2017.
When sending me your tax information please enclose the following:All your T4’s and T5’s etc; RRSP (REER) receipts, Union and Child Care receipts. If you sold any stocks or mutual funds in 2016, please inform me of the original cost and net selling price. If you have any charitable donations and medical/dental receipts in 2016 include a total for each category. Due to the efile requirements I no longer need multiple copies of these receipts. Please contact your pharmacist and get a summary of all your 2016 drug prescription expenses. In addition, please inform me if you have a group insurance plan that covers drug prescriptions.
Please indicate any major changes such as: change in marital status, a new child, a new car etc. Also please inform me if you live alone.
Please include your RL-31 if you are a tenant or a copy of your municipal tax bill if you own your home in order to qualify for solidarity tax credit. Please note that the $7.30 Quebec day care is now income sensitive and you could have a bill which will be included on your tax return.
New: Please inform me if you sold your personal residence in 2016.
Kindly provide a phone number and email address where you can be reached, should I have any questions.
Should you need more information you can reach me at: (514) 341 4231 during the day or early evening
(Except Friday Nights and Saturday)
To ensure your tax returns are completed on time we need your tax package in our office no later than April 13, 2017
The drop off address is: 2567 Bedford, Montreal