Drop-Off: How It Works

Step 1: Book Your Drop-Off Appointment

Schedule your drop-off appointment here:
https://calendly.com/evergreentaxco

New clients should allow 15–30 minutes for their first appointment.

Step 6: Payment

Payment is required before your tax return can be efiled and documents picked up. You can pay by:

• E-transfer to payments@evergreentax.ca (must be received before pickup), or

• Cash at time of pickup

Step 2: Complete Your Client Intake Form

Fill out our secure intake form online HERE.

You can also complete this form in-person at your drop-off appointment if needed.

Step 7: E-filing & Tax File Pickup

Pick up your completed tax file and receipt at your scheduled appointment.

Once you've reviewed and approved your tax return, and payment has been received, your return will be e-filed with the CRA.

Please note: generally, it takes 1-2 weeks for the CRA to issue income tax refunds during tax season.

Step 3: Gather Your Tax Documents

Collect and bring all relevant tax documents, including:

• T4s, T4As, T5s, etc...

• RRSP contributions

• Tuition slips

• Childcare / medical receipts (if applicable)

• CRA correspondence (if applicable)

If you are unsure, take a look at our Tax Checklist... or just bring everything - I will sort through it. Please be sure to bring valid photo ID!

Step 4: Drop Off Your Tax Documents & Sign Forms

At your appointment:

• I will verify your ID and confirm your basic information

• You will complete and sign any required authorization or consent forms

• Your documents will be securely received for processing

If anything is missing or unclear, I will contact you directly.

Step 5: Review Your Tax Return

Once completed, I will reach out to review your tax return results with you. You can choose to have your review by email, phone or in person. At this point, you can schedule a time to pickup your tax documents.