Next CCB payment is on June 19
Click the arrow on the right for details.
The ability for representatives to submit account authorization requests via their tax software, which gave us instant access to our clients' accounts, was eliminated by the Canada Revenue Agency (CRA) on July 15, 2025. Here is the new process to follow.
CRA Authorization (New clients): Grant access via your CRA My Account or call 1-800-959-8281 using this info:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Level / Duration: Level 2 | All years, no expiry
Questionnaire: Complete the client questionnaire.
Service Agreement: Sign the service agreement. (Every field must be completed. You must use the DRAW function to sign; typed signatures are invalid).
CRA Authorization (New clients): Grant access via your CRA My Account or call 1-800-959-8281 using this info:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Level / Duration: Level 2 | All years, no expiry
Documents: Upload your tax files to this secure Dropbox link.
Pay & Review: Once your return is prepared, make your payment to receive the document link and review the completed document.
Filing Authorization: Review the details and sign the authorization link sent to your email (again, using the DRAW function only).
E-Filing: I will electronically submit your return to the CRA. Your confirmation link will follow via email.
Individual tax return, new client: $55
Complete tax return and accompanying schedules and worksheets securely sent via download link.
Individual tax return, returning client: $50
Complete tax return and accompanying schedules and worksheets securely sent via download link. Includes the Loyalty discount.
Individual tax return, less than $24,000 total income, new client: $35
Complete tax return and accompanying schedules and worksheets securely sent via download link.
Individual tax return, less than $24,000 total income, returning client: $30
Complete tax return and accompanying schedules and worksheets securely sent via download link. Includes the Loyalty discount.
Senior individual tax return, new client, age 65 and over: $45
Complete tax return and accompanying schedules and worksheets securely sent via download link.
Senior individual tax return, returning client, age 65 and over: $40
Complete tax return and accompanying schedules and worksheets securely sent via download link. Includes the Loyalty discount.
Couples' tax return, new clients: $100
Complete tax return and accompanying schedules and worksheets securely sent via download link to each person.
Couples' tax return, returning clients: $90
Complete tax return and accompanying schedules and worksheets securely sent via download link to each person. Includes the Loyalty discount for each person.
Senior couples' tax return, new clients, age 65 and over: $80
Complete tax return and accompanying schedules and worksheets securely sent via download link to each person.
Senior couples' tax return, returning clients, age 65 and over: $70
Complete tax return and accompanying schedules and worksheets securely sent via download link to each person. Includes the Loyalty discount for each person.
Final (deceased) tax return: $110
Complete tax return and accompanying schedules and worksheets securely sent via download link. The fee may increase based on factors such as the number of income sources, deductions, or additional forms required, reflecting the return's complexity.
Clearance Certificate request: $30
TX19 Clearance Certificate request for a final tax return. Submitted to CRA when the final (deceased) tax return's notice of assessment is issued.
Full review of a filed return: $55
Includes recreating the tax return, preparing, and submitting the form T1-ADJ T1 Adjustment request as needed.
Simple adjustment (up to 3 items) of a filed return: $30
Involves preparing and filing the T1 Adjustment request form for any necessary adjustments.
GST return only, each reporting period: $50
If creating a spreadsheet detailing GST collected and paid using your invoices and receipts requires additional time, an hourly rate will apply. Return summary securely sent via download link.
Hourly rate: $35/hour
Hourly rate for work not covered in this fee schedule, including but not limited to:
Dealing with CRA case letters received by the client. Includes submitting the requested documents to CRA.
Creating a spreadsheet for sole proprietor income and expenses using the client’s financial records.
Calling the CRA when the client insists on me calling. Includes my time spent on hold.
T776 for each Rental income address: $75
House, condo, room, garage, etc.
T2125 for each self-employment business: $75
Sole proprietor with no employees, not incorporated.
T2125 for each Uber, Skip, Doordash, etc. self-employment business: $75
Including other ride-sharing/food delivery services and other types of gig work.
Each T777 for Employment expenses: $30
The client needs to obtain and submit a signed and completed T2200 form from their employer.
Each TL2 for Meals & Lodging expenses for transportation employees: $30
The client needs to obtain a TL2 form from the employer and complete Parts 1 & 2; the employer completes and signs Part 3.
T1-M for Moving expenses: $30
You must move at least 40 km closer to a current or new job, or to attend a post-secondary educational institute full-time, to qualify for moving expenses.
Document/information retrieval from CRA account: $35/hour
Hourly rate for downloading and delivering online mail, documents, or other information from the client's CRA account at their request, and securely sent via download link.
Printed copy, T1 General tax return only: $10
The T2125 Statement of Business Activities and/or T776 Statement of Real Estate Rentals are included when applicable. Delivery by Canada Post regular mail is included.
Printed copy, whole tax return: $25
A printed copy of the whole tax return, including all worksheets. Delivery by Canada Post regular mail is included.
Sending an EFILE-excluded tax return to the CRA: $20
Sending an EFILE-excluded tax return to the CRA by registered mail.
Shipping the client's documents by Xpresspost: $40
Shipping your documents back to you by Xpresspost large envelope.
Cannot be combined with other discounts or promotions.
Loyalty discount: $5
Automatically applied during billing for all returning clients.
Multiple-year discount: $5
Applied during billing to each tax return when the same person has 4 or more tax returns over multiple years.
Referral discount: $10
Applied during billing for each person or couple you refer who becomes a tax client.
Couples discount: $10
Applied during billing to all married and common-law couples.
Senior discount: $10
Applied during billing to all seniors aged 65 and over.
Low-income discount: $20
Applied during billing to people whose total income is less than $24,000.
$10 off tax preparation
You receive the reward for each referral who becomes a tax client, with no limit on indivdual referrals. Referred couples count as one referral unit for rewards.
$20 from EQ Bank
Sign up using my link at https://join.eqbank.ca?code=JOSEPH8811 and make a $100 deposit within the first 30 days to qualify for the $20 welcome bonus.
$30 from goPeer
Join me on goPeer, Canada's first consumer peer-to-peer lending platform. Sign up using my link at https://gopeer.ca/refer/?referral=65706329&referrer=Joseph
$50 from Questrade
Open a Questrade self-directed or a Questwealth account using my referral code. Complete the account opening process within 60 days to be eligible for the $50 welcome bonus from Questrade.
Account selection link: https://www.questrade.com/account-selection.
Referral code: 646021532467148.
My fee for services is determined by this fee schedule, plus any applicable out-of-pocket expenses. Full payment is due upon presentation of the invoice.
A non-refundable deposit of $25 per tax return is required from all new clients before I start the work. The outstanding balance is due when the tax returns are ready for filing.
A non-refundable deposit of $50 is required for any work – except tax return preparation – that is estimated to take two (2) hours or more to complete. The outstanding balance is due when the service is ready for delivery.
No tax return is filed or service delivered until full payment is received. No exceptions!
Payment options include cash, Interac e-transfer to bunsen55ci@yahoo.ca, and PayPal. All fees are non-refundable.