Online Service: How It Works

Step 1: Complete Your Intake Form

Start by filling out our secure online intake form, found HERE.

This allows me to create/update your client profile, as well as review your tax situation before preparing your return.

Step 6: Payment

Payment is required before your tax return can be efiled.

You can pay by e-transfer to payments@evergreentax.ca.

Step 2: Secure Document Folder Setup

After your intake is received, a secure Google Drive folder will be created specifically for you.

You will receive access to this folder where you can:

• Upload all tax documents and photo ID (front & back)

• Add additional slips or receipts as needed

• Communicate any missing information if required

This keeps everything organized and in one secure location.

Step 7: E-filing with CRA

Once T-183 Efile Authorization has been signed and payment received, your return is electronically filed with the CRA.

Your completed tax package will be uploaded to your Google Drive folder as well as your receipt as soon as your return has been efiled.

*Please note: You will have access to your Google Drive folder for 30 days after your tax return is efiled, at which point your files will only be available upon request.

Step 3: CRA Authorization Form (Optional)

Inside your folder, you will find a CRA “Authorize a Representative” form.

Signing this form allows me to:

• Access your CRA account online or over the phone if needed

• Ensure a more complete and accurate return

• Help resolve missing slips or information directly with CRA

Step 4: Document Review & Follow-Up

All submitted documents are reviewed and preparation of your tax return can begin.

If anything is missing or requires clarification, I will contact you directly before proceeding.

Step 5: Review & Approval

Once your tax return is complete, you will receive an email with your results.

You can review and approve your return by signing the T183 form - this is a requirement for efiling.