Frequently Asked Questions

Tax eFile is a specialized service that solely focuses on providing efficient and reliable tax return preparation and filing services to our clients. We do not engage in providing retainer or ongoing annual support, nor do we offer consultancy services.

Granting access to your account helps us better understand your taxes and carry forward your previous credits, allowances, and losses without wasting them.

Call the CRA personal line at 1-800-959-8281 or the business line at 1-800-959-5525.
OR, access your “my CRA account” online and authorize us by entering our Rep ID.

We require “Level 1” access to view the data, but if you want us to file GST/HST return, we may require “Level 2” access. Have our Rep ID GFD9B3 handy when speaking with CRA or accessing your account.

You may grant us access without expiration, and at any point, you can withdraw the access or grant us access with a fixed expiry of 2 to 3 months based on the service you require.

We may require a company key if you want us to file an information return.

Yes, we are committed to providing accurate and error-free work. If we make an error in the form, we will make a correction and refile it at no additional charge to you.

Yes, we offer a full refund if you are unsatisfied during the information exchange and return preparation stage. If we have produced a return for your signature, we assume we have done our job and incurred all costs. But still, in this case, we will be able to offer a refund of 50% of the professional fee.

At Tax eFile, we have partnered with Axil Alliance CPA LLP to prepare tax returns for our clients. Their team consists of highly qualified and experienced Certified Public Accountants (CPAs) who are subject matter experts in tax preparation and filing.

No, Tax eFile does not audit, review, or investigate the information provided. It is your responsibility to provide complete and accurate information for the preparation of your tax return. Tax eFile assumes no responsibility for errors or omissions in the information provided by the client.

No, we do not provide the accounting service. It is your responsibility to maintain records of your income and expenses.

We require summaries of such income and segregate expenses so that we can prepare tax returns.
Make sure you do your accounting correctly part before reaching out to us.

We will send you a completed return for your review and signature. We encourage you to review the return carefully to ensure all the information is accurate and complete. If you have any observations, we can make changes and reproduce them for your review and signature. Rest assured, we will only file the return once you sign and return it to us.

No, tax advisory and consultancy is a different service offered by Axil Alliance CPA LLP; they charge a minimum of $200 + HST for general advice (check out AxilAlliance.com for the latest fee). In case the inquiry requires a specialized resource or expert, a higher fee may be applicable.

Tax eFile only focuses on tax preparation and filing. If you have a matter that is material to your tax situation, we recommend that you hire Axil Alliance CPA LLP or another qualified CPA or tax lawyer. They can provide more comprehensive guidance and advice based on your specific needs.

The time it takes to prepare a tax return varies depending on the complexity of the return and the workload of the preparer. At Tax eFile, we aim to schedule returns within a week of receiving them. After scheduling, the returns are prepared and processed within 1-2 weeks. However, the process may take longer if we require additional information or clarification from the client. It's important to note that we work differently from the tax preparation offices located on many streets, where clients can walk in and have their returns prepared on the spot. Tax eFile only schedules and processes returns in sequence, similar to how larger accounting firms like PwC, KPMG, EY, Deloitte, BDO, Grant Thornton, MNP, Crowe Soberman, Collins Barrow, RSM, Baker Tilly, and others operate. Please also note that it may take more time during the tax season, probably 4-8 weeks, depending on our workload. We recommend that our clients purchase in advance and allow us sufficient time. All orders are processed on a first-come, first-serve and batch-processing basis.

During the preparation stage, if we notice that the package or option you selected is not suitable based on the information you provided, we will inform you and recommend the appropriate package or option for your needs. You can choose to either upgrade to the recommended package or request a refund if the recommended package is not suitable for you.

Yes, by default we include these benefits in your tax return, please note that eligibility for these benefits is subject to meeting certain criteria set by the CRA, and we cannot guarantee that you will receive any specific amount of benefits.

If you are a new immigrant or your status has changed, you may need to apply for some benefits separately through an application. The application forms are available on the CRA website. Please note that we cannot provide any advice on how much of these benefits you will get, as it depends on a variety of factors, including your income, family situation, and other factors. The software we use is approved by CRA which makes an estimation but, in the end, CRA will decide.

Yes, it is possible that the refund and benefits shown in your return may differ from the Notice of Assessment (NOA) issued by the Canada Revenue Agency (CRA). This is because CRA has its own assessment criteria and based on the information they have, they make changes and put limits on the claims of allowances and credits.

We use Profile, which is one of the top software used by tax professionals, we ensure that our software has the latest database of tax tables, benefits, and conditions. During the preparation, we use assumptions to maximize all the benefits in favour of our clients. But it is important to note that the estimates we provide are not final and are subject to change based on the assessment by CRA.

Yes, we offer this service for free. During the preparation phase, please inform us if you require an ENOA. We can request it through the system we use.

No, our services are limited to tax preparation and filing. If you require representation at the CRA, we recommend that you hire Axil Alliance CPA LLP or another qualified expert.

No, our services do not include representation in CRA audits or inquiries. We recommend that you seek the assistance of Axil Alliance CPA LLP or another qualified expert to represent you in such matters.