Service Description

The T1 Intermediate Personal Tax Service is designed for individuals whose tax situation goes beyond the basics. This service is ideal for those with multiple income sources, investment activity, or additional deductions and credits that require a more detailed review. What's Included: This service typically includes: -Multiple income sources (employment, pensions, benefits, investment income) -Income slips such as T4, T4A, T5, T3, RRSP contribution slips, and T4A‑P/OAS -Investment income including interest, dividends, and capital gains -Employment expenses supported by a valid T2200 -RRSP contributions and deduction optimization -Tuition, education amounts, and student loan interest -Medical expenses, donations, and common personal tax credits -Spousal and dependent claims -Review of prior‑year carryforwards (RRSP room, tuition credits, capital losses) -CRA‑compliant review for accuracy and optimization -Electronic filing (NETFILE) with the CRA -A clear summary of your results and explanation of your return This is not suitable for: Self-employement income, rental properties, or detailed investment reconciliation. Why Clients Choose T1 Intermediate This service offers the perfect balance of thoroughness and simplicity. Clients choose it because they want their return handled professionally, with careful attention to detail and a clear explanation of their results. It’s supportive, accurate, and designed to help you feel confident and informed at tax time. Please Note: To ensure your return is prepared accurately and on time, it is the client’s responsibility to provide all required tax slips, documents, receipts, and supporting information. Missing or incomplete documentation may delay preparation or affect the accuracy of your return.