Next ACFB payment is on August 27
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): You must authorize me via your CRA My Account. Go to Profile > Authorized Representatives > Add. Enter the following credentials:
Representative Name: Joseph Grill
Representative ID: NM5GN82
Level / Duration: Level 2 / All years, no expiry
Onboarding form: Complete and sign the client onboarding form.
CRA Authorization (New clients): You must authorize me via your CRA My Account. Go to Profile > Authorized Representatives > Add. Enter the following credentials:
Representative Name: Joseph Grill
Representative 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. You must use the DRAW function to physically draw your signature (typed signatures are invalid).
E-Filing: I will electronically submit your return to the CRA. Your confirmation link will follow via email.
Standard delivery for all digital tax returns includes a secure download link containing the complete return, applicable schedules, and worksheets.
Individual Return (New Client) - $60
Complete preparation and filing of a personal tax return for new clients.
Individual Return (Returning Client) - $50
Standard personal tax return for returning clients; pricing includes the Loyalty Discount.
Individual Return (Low-Income) - $30
Discounted tax return preparation for clients with a total verified annual income under $24,000.
Senior Return (New Client) - $50
Complete preparation and filing of a personal tax return for new clients aged 65 and older.
Senior Return (Returning Client) - $40
Complete tax return for returning clients aged 65 and older; pricing includes the Loyalty Discount.
Couples' Return (New Clients) - $110
Simultaneous preparation and filing for new married or common-law clients, delivered via individual secure links.
Couples' Return (Returning Clients) - $90
Simultaneous preparation and filing for returning couples; pricing includes the Loyalty Discount for each spouse/partner.
Senior Couples' Return (New Clients) - $90
Simultaneous preparation and filing for new couples where both spouses are aged 65 or older.
Senior Couples' Return (Returning Clients) - $70
Simultaneous preparation and filing for returning couples where both spouses are aged 65 or older; pricing includes the Loyalty Discount for each spouse/partner.
Deceased / Final Return - $120+
Preparation and filing of a final return for a deceased individual. The base fee covers standard forms; pricing increases with complexity.
TX19 Clearance Certificate Request - $30
Formal preparation and filing of CRA Form TX19 for an estate to certify all final tax liabilities are fully settled.
Full Review & T1 Adjustment Request - $60
Comprehensive review of a previously filed return, including recreation of the return to identify errors and submission of Form T1-ADJ.
Standard T1 Adjustment - $30
Preparation and filing of Form T1-ADJ to modify specific lines or information on a previously submitted return.
GST Return Preparation - $60
Preparation and filing of a standard GST return per reporting period. Record organization taking 1 hour or more is billed at the hourly rate.
T776 Rental Property - $75
Form T776 Statement of Real Estate Rentals. Billed per distinct property address (condos, houses, rooms, or secondary units).
T2125 Sole Proprietorship - $75
Form T2125 Statement of Business or Professional Activities for unincorporated sole proprietors without employees. Billed per distinct business activity.
T2125 Gig Economy - $75
Tailored Form T2125 preparation for rideshare and delivery workers (e.g., Uber, DoorDash). Billed per distinct business activity.
T777 Employment Expenses - $30
Form T777 for claiming eligible employment expenses. Requires a signed Form T2200 from the employer. Billed per employer.
TL2 Transportation Employees Expenses - $30
Form TL2 for claiming meal and lodging deductions for transportation employees. Client must complete Parts 1 & 2. Employer must complete Part 3. Billed per employer.
T1-M Moving Expenses - $30
Form T1-M for work or post-secondary school relocations that move the client at least 40 kilometres closer to the new location.
T2222 Northern Residents Deduction - $30
Form T2222 deduction claim for individuals residing in prescribed northern or intermediate zones for 6+ consecutive months.
T1135 Foreign Income Verification Statement - $30
Mandatory Form T1135 disclosure for clients holding specified foreign properties with a total cost basis exceeding $100,000 CAD in the year.
Standard Rate: $30 per hour ($15 minimum charge). Applies to specialized consulting, manual record processing, and custom administrative tasks not covered by flat rates.
CRA Case Letters & Review Responses
Reviewing official CRA letters, consulting on action steps, and compiling/submitting requested records directly to the CRA.
Sole Proprietor Spreadsheet Creation
Compiling, categorizing, and organizing raw business receipts and financial documents into a structured master spreadsheet.
CRA Telephone Calls
Direct phone communications with the CRA on the client's explicit directive; billable time includes all duration spent on hold.
Document Sorting & Organization
Physical or digital cataloging, sorting, and structural arrangement of unorganized tax paperwork prior to entry.
CRA Account Document Retrieval - $30 / hr ($15 min.)
Downloading and securely delivering official notices, tax slips, or historical records directly from the client's CRA account.
T1 General Printed Copy - $10
Physical printout of core T1 General pages (includes T2125/T776 schedules if applicable) delivered via Canada Post regular mail.
Full Return Printed Package - $25
Complete physical printout of the full tax return, including all schedules and worksheets, delivered via Canada Post regular mail.
Registered Mail CRA Submission - $20
Physical preparation and secure dispatch of EFILE-excluded tax returns to the CRA via Canada Post Registered Mail.
Xpresspost Document Return - $40
Expedited and tracked physical return of original source receipts and records using Canada Post Xpresspost courier shipping.
Important Policy: Discounts cannot be combined or stacked unless explicitly noted. Applicable discounts are automatically applied during final invoicing.
Loyalty Discount - $10 off
Automatically applied at invoicing for all returning individual and couple return filings.
Multiple-Year Filing Discount - $10 off
Applied per individual tax return when 4 or more tax years are submitted simultaneously by a single client.
Referral Discount - $10 off
Applied during billing for each referred client unit (individual or couple) who completes a paid service.
Couples Discount - $10 off
Applied directly during billing to all married or common-law couple returns processed together.
Senior Discount - $10 off
Age-based discount automatically applied during billing to all clients aged 65 and older.
Low-Income Discount - $20 off
Applied during billing to individuals with a total verified annual income under $24,000.
Program rules updated February 28, 2023; subject to structural changes without prior notification.
Direct Tax Client Referral - $10 Credit
Earn a $10 discount credit on your tax invoice per successful referral (no cap; couple referrals count as 1 unit worth $10).
EQ Bank Welcome Bonus - $20 Bonus
Earn $20 by registering via link (https://join.eqbank.ca?code=JOSEPH8811) and depositing $100+ within 30 days of account opening.
goPeer Platform Reward - $30 Bonus
Receive $30 by signing up for peer-to-peer lending via link (https://gopeer.ca/refer/?referral=65706329&referrer=Joseph).
Questrade Investment Reward - $50 Bonus
Receive $50 by opening a self-directed or Questwealth account via link (https://www.questrade.com/account-selection) using promo code 646021532467148 within 60 days.
All services are charged in accordance with the standard fee schedule, plus any applicable out-of-pocket expenses incurred during preparation.
New Client Deposit: All new clients must pay a non-refundable deposit of $25 per tax return before any preparation work begins.
Deposits for Other Projects: Any non-preparation tax work estimated to take two (2) hours or more requires an upfront, non-refundable deposit of $50.
Invoicing and Final Settlement: Full payment is due immediately upon presentation of an invoice. The final outstanding balance must be settled in full as soon as your tax returns or deliverables are ready for filing or delivery.
Strict No-Delivery Policy: Under no circumstances will a tax return be electronically filed with the CRA, or final deliverables released to you, until full payment has been received. There are no exceptions to this rule.
Payment Methods and Refunds: Acceptable forms of payment include cash, PayPal transfer, or email transfer sent to bunsen55ci@yahoo.ca. All fees, deposits, and payments are strictly non-refundable.