Next GST payment is on April 2
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. You must choose one of the following options.
You DO have account access
Log into your CRA My Account to authorize me as your representative. These are the details you must enter:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Authorization Level: 2
Authorization: All Years, no expiry date.
Please notify me via email or text at 403-560-5168 immediately after authorizing me as your representative.
You DON'T have account access
If you have trouble logging in or do not have access to your My Account, call the CRA at 1-800-959-8281 and request that an agent authorize me as your representative. You will need to provide the agent with the following details:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Authorization Level: 2
Authorization: All Years, no expiry date.
Please notify me via email or text at 403-560-5168 immediately after authorizing me as your representative.
While authorization requests are usually processed promptly, the processing times may vary.
Complete the tax information questionnaire (link below).
Sign the service agreement (link below). Your signature on the service agreement must be drawn with your finger on your device's screen to be valid. Please use the draw function, not the type function.
New clients after July 15, 2025: Use one of the options below to authorize me as a representative on your account.
Log into your CRA My Account to authorize me as your representative.
Call the CRA at 1-800-959-8281 and request that an agent authorize me as your representative.
Upload any tax documents you may have using this secure link. https://www.dropbox.com/request/lHhtA2VXYpqImZnrmiMV
I prepare your tax return using the information you provide, your CRA account details, and the latest tax regulations.
After payment, you can review your entire income tax return by clicking on the link provided. You will also receive the filing authorization link via email.
Before you sign the filing authorization, make sure to thoroughly check your tax return details and request any necessary changes. Your signature on the service agreement must be drawn with your finger on your device's screen to be valid. Please use the draw function, not the type function.
After you sign the authorization, I electronically submit your tax return to the CRA. Once your tax return is submitted, you will receive an email with a link to access the filing confirmation and notice of assessment.
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.