It's Tax Time

The team at SB Partners is ready to help you navigate tax season smoothly ensuring that you get every deduction you are entitled to.

We will upload the 2024 tax filing documents shortly.

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SB Partners will donate to The Darling Home for Kids for each family who brings in their tax information before March 17^th, 2025. Completion of your return by April 30^th is guaranteed if all information is received by April 7^th, 2024.

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Client Portal

If you are not currently using our Client Web Portal, we encourage you to consider this option as it is a secure, private, and confidential way to provide your information and for SB to deliver your tax return to you. If you would prefer to submit your documents electronically through our Portal, please contact your Partner Administrative Assistant or contact us at (905) 632-5978 for assistance.

We hope that these instructions and tools are helpful. If you have any questions, please call our office at (289) 807-1526.

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Tips to Make Tax Season Simpler

1. Keep all your tax receipts in one place throughout the year – this makes it so much easier to find come tax season.
2. Remove receipts, invoices, letters, etc. from envelopes before submitting them. This saves us time, and you money!
3. Did you know that you can combine all your documents into one PDF before uploading them to our portal?
4. It is not safe to send documents to us via email, this is why we use a portal.
5. You don’t need to send us every medical receipt, all we need is a summary document of total medical expenses. You need to keep the invoices in case you are audited. Please use the schedules here Personal Tax Resources | SB Partners for your convenience.
6. If you have changed addresses, you must let SB Partners and the CRA know. We cannot notify them that you have moved!
7. Did you know we cannot submit your return without your signature? Electronic signatures are accepted by the CRA.
8. Avoid missing communications from the CRA if you have a My Account by regularly checking to see if you have received NOA or review letters. The default setting on these accounts is not to send letters by mail. If you are registered for My Account with CRA and opted for online mail, then you will not receive a copy of your NOA in the mail. You will need to download them online through your My Account. If you miss a communication in your My Account, the next time you hear from the CRA will be to tell you your T1 has been reassessed.