How it works
We prepare, you approve. You file, or we file for you with the add-on and your signed procuration. You always pay the tax directly.
Getting started (once)
Done once, when you sign up.
Tell us about your business.
A short intake form about what you sell and where.
20-minute fit call.
We explain what our engagement covers.
Engagement letter.
It sets out our services, your package and whether you chose the “We file for you” add-on.
First payment.
If you chose “Prepare + file”:
We pre-fill your procuration for Revenu Québec (form MR-69, or online if your business uses My Account for businesses) and your CRA authorization (online, or Form AUT-01 where it applies). You review and sign or confirm. [NR filing: wording to be confirmed by Julien]
Every quarter
These four steps repeat each quarter.
Send your sales data each quarter.
Your sales tax report export(s), and any refunds or credit notes.
Review and approve your package.
We prepare the returns and send you the figures, the reconciliation and the filing instructions. Nothing is filed until you approve it.
You file, or we file for you.
You file with our step-by-step package. Or, with the “We file for you” add-on and your signed procuration, we file them for you.
You pay Revenu Québec and the CRA directly.
We send you the amount due, the due date and how to pay it.
Next quarter, we start again at step 1.
How authorization works
You only need it for the “We file for you” add-on. It’s what lets us file returns for your business with Revenu Québec and the CRA. Revenu Québec calls it a procuration (power of attorney); the CRA calls it authorizing a representative.
Revenu Québec: a procuration (power of attorney), given on form MR-69, or online if your business uses My Account for businesses.
CRA: an authorization you give online in your CRA account, or confirm there after we request it through Represent a Client. Some non-resident accounts use Form AUT-01 (Authorize a Representative for Offline Access) instead.
Revenu Québec and the CRA each need their own: a procuration for Revenu Québec and an authorization for the CRA. We tell you which ones your accounts need.
We pre-fill what we can; you review and sign or confirm. You can revoke it at any time: with Revenu Québec online or on form MR-69.R, and with the CRA online or on Form AUT-01X. If your CRA account uses an access code, only the professional who files your returns keeps it. We never ask for your passwords.