Document Checklist

Registered Slips

T4- Employment Income
T3, T5 – Interest, dividends, mutual funds
T4E – Employment insurance benefits
T4A – OAS, T4AP – Old Age Security and CPP benefits
T2202A- Tuition / education receipts
T4A- Other pensions and annuity income
T5007 – Social assistance, Worker’s compensation benefits
Any other slips

Receipt

RRSP contribution slips
Child care information (Babysitting)
Professional or union dues
Tool expenses (Tradespersons)
Medical expenses (by family during the last 24 months)
Employment expenses
Political contributions
Charitable donations (last 5 years)
Moving expenses (if moved for work purposes)
Interest paid on student loans (last 5 years)
Professional certification exams
Property tax for rental property information

Office Location

#19A - 1, Bartley Bull Pkwy, Brampton, Ontario L6W 3T7

Calling Support

+1 (416) 477 3359
+1 (647) 909 8484
+1 (437) 881 9175

Email Information

info@paragonafs.ca

Doc Upload Instructions
Enter Personal Information
Attach Tax Documents

Remote Tax Preparation

Virtually

Want to file taxes virtually? We use an extrodinary system for sending files for our clients. Not only is it easy to use, it is also an extremely secure way to send financial documents.

Follow our simplified 4 steps process to files your taxes virtually

Step 1: Identify the Documents to Upload

Refer our documents checklist to identify the documents required for tax filing. If your documents are currently in paper format, you may need a scanner to prepare your documents in digital format if there are many pages. We only support this type of attachments .png, .jpeg, .tiff, .pdf, .txt, .doc, .docx, .xls, .xlsx, .csv

Step 2: Enter Your Personal Information on Online Form

In order to file your taxes correctly, we need your most recent personal information, spousal/partner information (if any) and children information (if any). Use our online form to enter the details which are securely transmitted to us.

Step 3: Attach documents on Online Form and Upload

Upload your documents using our secure and hassle free new online upload form. Follow the step-by-step documents request form to attach the documents which are required by our tax pro. Our Online File Transfer System is Secure.

Step 4: Let Your Paragon Tax Pro Do The Rest

After you successfully transmitted the information to us, our tax pro will start working on your file. Our tax pro will reach out to you in case we need more information. We’ll send your tax return document(s) to you securely for review and signatures.

Note: We are trusted tax professional partners. All information shared by our clients are kept confidential. We do not share our client information to anyone.

Let's Get Started

Please enter the details requested below in order to process your tax return correctly. All information requested is mandatory.

Tells us about yourself

Name *

Gender *

Male

Female

Complete Address *

Date of Birth *

SIN Number *

Phone Number *

Email Address *

Did you move to another province? *

Yes

When did you move? *

Province moved From? *

Province moved To? *

Is this the first time you are filing tax? *

Yes

Date of Entry in Canada *

Birth Country *

What was your world income in last 3 years before coming to Canada (in CAD)? *

Did you file earlier with Paragon Tax Services?

Yes

Which years do you want to file tax returns? *

(Please enter years separated by commas if you wish to file tax return for multiple year. For e.g., 2020, 2019 etc.)

Marital Status *

Single

Married

Common in law

Separated

Widow

Divorced

Tell us about your spouse

Spouse Name *

Spouse Date of Birth *

Date of Marriage *

Spouse Annual Income in CAD *

Residing in Canada *

Yes

Spouse SIN *

Spouse Phone Number *

Spouse Email Address *

Does your spouse want to file taxes? *

Yes

Is this the first time your spouse filing tax? *

Yes

Do you have child

Yes

Date Of Marital status change *

Are you first time home buyer?

Yes

Attach your documents here

Please attach documents which are required for your tax return. If you are not sure about the documents to attach, refer our documents checklist.

Direct deposit form
If you want tax refund/benefits from CRA to be deposited directly into your account, please provide direct deposit bank form.

Drag files here or Browse

ID Proof *
In order to verify your identity, Please provide your ID proof. Examples of ID proof are: Driver license, passport etc.

Drag files here or Browse

T2202(College Receipt)
If you want to avail college fee credits, please provide all college fee receipts (T2200) issued by your college.

Drag files here or Browse

T4/T4A/T Slips
(Please provide passwords if T4s are password secured in the message box)

Drag files here or Browse

Rent Information
If you want to claim your benefit, please provide us below mentioned rent details.

Rent Address	Number of Months	Total Rent Paid

Do you have income from Uber/Skip/Lyft/Doordash etc.? *

Yes

Annual Tax summary *

Drag files here or Browse

Summary of Expenses *

Do you want to file HST for your Uber/Skip/Lyft/Doordash? *

Yes

HST # *

Access code *

Start Date *

End Date *

Additional Documents to upload
If you have any additional document which is not listed above, please attach in the below section.

Drag files here or Browse

Your Message For Us?

Upload Documents

Document Checklist

Office Location

Calling Support

Email Information

Remote Tax Preparation

Virtually

Follow our simplified 4 steps process to files your taxes virtually

Step 1: Identify the Documents to Upload

Step 2: Enter Your Personal Information on Online Form

Step 3: Attach documents on Online Form and Upload

Step 4: Let Your Paragon Tax Pro Do The Rest

Note: We are trusted tax professional partners. All information shared by our clients are kept confidential. We do not share our client information to anyone.

Let's Get Started

Tells us about yourself

Tell us about your spouse

Tells us about your children

Attach your documents here

Office Location

Calling Support

Email Information

Upload Documents

Document Checklist

Office Location

Calling Support

Email Information

Documents Upload Confirmation

Remote Tax Preparation

Virtually

Follow our simplified 4 steps process to files your taxes virtually

Step 1: Identify the Documents to Upload

Step 2: Enter Your Personal Information on Online Form

Step 3: Attach documents on Online Form and Upload

Step 4: Let Your Paragon Tax Pro Do The Rest

Note: We are trusted tax professional partners. All information shared by our clients are kept confidential. We do not share our client information to anyone.

Let's Get Started

Tells us about yourself

Tell us about your spouse

Tells us about your children

Attach your documents here

Office Location

Calling Support

Email Information