Current request
Request received
Service dashboard
Request numberAssigned after review
Service typeService request
Account emailUse your request email
SubmittedAfter intake
Target deadlinePending review
QuotePending scope review
Intake receipt
Checking intake
Intake receipt, missing information, and ready package
When an intake is received, the hub checks the request details, asks for missing information, and prepares a draft client package when the required information is complete. Business plan requests can show a ready draft plan directly in this hub.
Receipt summary
- Request number
- Assigned after intake
- Service
- Service request
- Use request email
- Received
- After intake
- Readiness
- 0% complete
Automatic preparation status
Submit an intake form or complete the business plan intake to start the workflow.
1 Intake received
2 Missing info
3 Ready to prepare
4 Package ready
All required information has been received.
The draft package can now be generated for client review.
More information needed
Answer only the questions shown below. The hub updates automatically when the missing items are saved.
Client package
Not readyWaiting for complete intake
The draft package appears here after all required information is complete.
Visual progress
Request received
Request received
We review your intake details and confirm the type of support needed.
1
Request received
Your intake has been submitted and is ready for review.
2
Scope review
Service type, timeline, and scope are reviewed.
3
Quote & timeline
Your quote, estimated delivery date, and instructions are posted.
4
Secure upload
Upload instructions are provided for protected documents.
5
Work in progress
Your records are organized, cleaned, summarized, or prepared.
6
Ready for delivery
Your completed package is ready for handoff.
Province centre
Canada-wide
Province and territory service settings
Choose the province or territory connected to your personal tax, corporate tax, payroll, sales-tax, bookkeeping, or business-plan request. The hub will show the document checklist and official resource links that fit that region.
Selected profile
ONOntario requirements and reminders
Review Ontario employment standards, WSIB, and employer obligations before hiring or expanding payroll.
Sales tax
HST 13% for most taxable supplies.
Payroll
Use CRA payroll tools and confirm province-specific payroll obligations.
Personal tax
Keep provincial tax-credit support documents with the T1 package.
Corporate/business
Keep corporate, GST/HST, payroll, business registry, and provincial records together.
Province document checklist
Official resources for this province
Scope note: This hub organizes province-specific documents and official links. It does not replace tax, payroll, accounting, legal, employment, or filing advice. Final calculations, filings, and compliance decisions must be confirmed by the responsible qualified professional or official authority.
CRA access centre
Official Canada.ca links
CRA login, tax slips, T4 slips, and document checklist
Important security note: Use the official CRA links below. Do not type CRA usernames, passwords, security codes, banking passwords, or full government ID numbers into this website. If sensitive documents are needed, wait for secure upload instructions.
CRA loginOfficial CRA sign-in servicesAccess My Account, My Business Account, Represent a Client, and related CRA portals.
RegisterRegister for CRA online accessSet up access, verify identity, and add business or representative accounts where applicable.
Tax slipsGet copies of tax slipsFind T4, T4A, T5, T3, T2202, RRSP and other slips after issuers send them to CRA.
T4 detailsUnderstand your T4 slipReview common T4 boxes and how employment income is reported.
Business CRAMy Business AccountView and manage business tax accounts, including GST/HST, payroll, and corporation tax program accounts.
AuthorizationRepresent a ClientUse official CRA authorization tools where a representative needs permitted access.
Personal CRA information to gather
- T4 employment slips from employers
- T4A, T5, T3, T2202, RC62, RC210, RRSP or PRPP contribution slips
- Notice of Assessment or reassessment
- Prior-year return or carry-forward details, if available
- Benefit, direct deposit, address, marital status, and dependent changes
- Self-employment, rental, medical, donation, tuition, childcare, or moving records where applicable
Business CRA information to gather
- Business number and program accounts, such as RT, RP, RC, or other applicable accounts
- GST/HST returns, balances, remittances, and correspondence
- Payroll account details, remittance records, PD7A or statement information
- Corporation income tax notices, balances, installments, and letters
- CRA authorization status for any accountant, bookkeeper, or representative
- Filing deadlines, payment deadlines, and recent CRA mail or notices
T4 slips and CRA document guide
| Item | Where clients usually get it | Hub note |
|---|---|---|
| T4 employment slip | Employer first; CRA My Account if the employer has filed it with CRA. | Use for employment income, CPP/QPP, EI, tax deducted, and related employment boxes. |
| T4A / pension or other income slips | Payer, plan administrator, financial institution, or CRA My Account when available. | Upload only the slip copy or summary, not login credentials. |
| T5 / T3 investment slips | Financial institution, broker, trust issuer, or CRA My Account when available. | Some investment slips arrive later than standard employment slips. |
| T2202 tuition slip | School or CRA My Account when available. | Useful for personal tax document organization. |
| RRSP / PRPP contribution receipts | Financial institution or CRA My Account where available. | Include first-60-days receipts when they apply. |
| Notice of Assessment | CRA My Account or mailed CRA notice. | Useful for carry-forward amounts, installments, and prior-year confirmations. |
| Business CRA account details | CRA My Business Account. | Useful for business number, program accounts, payroll, GST/HST, corporate tax, and notices. |
Payroll tab
Business clients
Payroll records, remittances, and year-end slips
Payroll overviewPayroll file setupEmployee list, pay periods, payroll account details, employer costs, and payroll software exports.
RecordsEmployee records and timesheetsEmployee changes, hours, approved adjustments, vacation, sick time, and overtime summaries.
RemittancesPayroll deductions and remittance supportKeep remittance records, source deduction summaries, and payment confirmations organized.
T4 slipsT4 slip preparation supportOrganize year-end data used for T4 slip review and handoff.
T4 summaryT4 Summary supportTrack total employment income, CPP, EI, tax deducted, and employee totals for review.
ROEROE and status-change fileTrack employee starts, leaves, terminations, and payroll status changes for the payroll provider.
ReportsPayroll report packagePayroll registers, benefit deductions, employer costs, contractor summaries, and year-end package notes.
| Payroll subcategory | Documents to collect | Status shown in hub |
|---|---|---|
| Employee onboarding | Employee details, start date, role, compensation setup, benefit details, and authorized deductions. | Needs review |
| Timesheets and hours | Approved timesheets, overtime, vacation, sick time, holiday pay, and adjustments. | Awaiting records |
| Deductions and remittances | Payroll register, CPP/QPP, EI, income tax, benefit deductions, remittance confirmations. | Not started |
| T4 slips and year-end | Final payroll register, employee totals, taxable benefits, T4 slip copies, T4 Summary review notes. | Not started |
| Contractor payments | Contractor list, invoices, payment totals, address details, and agreement copies if applicable. | Optional |
Business client planning
Planning desk
Business plans, cash flow, funding, and compliance roadmap
Use this area to keep business planning work connected to the same client hub as tax, payroll, bookkeeping, and document requests.
01Startup business plan
Business model, startup costs, registration checklist, opening records, and first-year setup tasks.
02Cash-flow and budget plan
Monthly forecast, expected revenue, fixed costs, variable costs, cash gaps, and owner draw planning.
03Funding or lender plan
Business summary, funding purpose, document checklist, projections, and lender-ready support schedule.
04Growth plan
Hiring, locations, equipment, marketing costs, revenue targets, and monthly reporting cadence.
05Tax and compliance calendar
Corporate, GST/HST, payroll, installment, notice, document, and year-end filing reminders.
06Payroll onboarding plan
Employee records, payroll software exports, deduction schedule, remittance tracking, and year-end slip flow.
Business plan status board
| Plan | Best for | Next action | Status |
|---|---|---|---|
| Startup business plan | New business clients | Collect business idea, owners, market, startup costs, and registration details. | Available |
| Cash-flow and budget plan | Existing small businesses | Upload current revenue, expenses, loans, payroll, rent, and monthly obligations. | Available |
| Funding or lender plan | Loan or investor preparation | Collect financial summaries, projections, use of funds, and required lender checklist. | Available |
| Tax and compliance calendar | Businesses with CRA deadlines | Add fiscal year-end, GST/HST frequency, payroll frequency, and due dates. | Available |
Business plan intake
Business clients
Business plan intake form
Use this hub form to collect the information needed for a startup plan, bank/lender plan, cash-flow plan, growth plan, or business client planning package.
Privacy reminder: Do not enter CRA passwords, bank passwords, online banking security answers, full SIN numbers, card numbers, or private access codes. Use official CRA and bank websites directly. Sensitive documents should be uploaded only through the secure upload method provided after review.
1Intake form
2Document review
3Quote approval
4Draft plan
5Client review
Business plan preview
Waiting for intake
Draft business plan for client review
After the intake form is saved, this section displays a client-facing draft outline: executive summary, market overview, products/services, financial snapshot, funding request, operational roadmap, and document checklist.
No business plan intake saved yet.Complete the form above and select “Save draft and preview plan.”
Quote & deadline
PendingQuote details
Quote amountPending scope review
Quote statusWaiting for scope review
Estimated startAfter scope review
Target deadlinePending review
Payment statusNot due yet
Approval statusNot requested yet
Final quote and delivery timing are confirmed after the request is reviewed and required documents are identified.
Checklist
5 itemsMissing documents
Document center
Secure upload after reviewUploaded documents
This area shows the file log, upload status, review status, and notes for documents connected to your request.
Intake formReceived
Source documentsWaiting for secure upload
Review packageNot started
| Document | Status | Received | Notes |
|---|---|---|---|
| Service intake form | Received | After intake | Request summary saved to account activity. |
| Client source records | Awaiting upload | — | Secure upload instructions will be provided after review. |
| Completed deliverable package | Not ready | — | Appears when the request reaches delivery stage. |
This preview only shows selected file names in your browser. Secure upload instructions will be provided after scope review.
Messages
Send messageNotes and messages
Scope review pendingWe will confirm the exact document list, quote, and delivery timeline.
Secure upload reminderPlease wait for upload instructions before sending sensitive records.
Need help?Use the contact page and include your request number.
Account activity
Recent activity
- Request createdAfter intake
- Account hub openedCurrent browser session
- Next stepScope review and quote preparation
History
DocumentsPast yearly account activity
2026Current request and open activityService request
2025No archived service activity yetPast packages will appear here
2024No archived service activity yetPast packages will appear here
Glossary
Quick glossary
Scope reviewReview of your request to confirm service type, deliverables, timeline, and missing items.
QuoteThe price and expected timeline sent after the request is reviewed.
Secure uploadThe protected method used for sending sensitive source documents.
Missing documentsThe records needed before the service package can be completed.
Deliverable packageThe organized file, checklist, report, schedule, or summary prepared for delivery.
Account activityA timeline of request updates, documents, messages, and account actions.
CRA accessOfficial Canada.ca links for CRA sign-in, tax slips, business accounts, and representative access.
T4 slipAn employment-income slip issued by an employer and used for personal tax records and payroll year-end support.
Business planA structured planning package for startup, growth, cash-flow, funding, payroll, and compliance needs.
Business plan intakeThe hub form used to collect business start date, website, sales platform, yearly income, products, reviews, loan request, bank, and lender details.
Funding requestThe loan amount, bank or lender, use of funds, collateral, timing, and supporting documents needed for a lender-focused business plan.