Getting ready for tax season 2021

Dear Client,

The time has come to begin thinking about the preparation and timely filing of your 2021 personal income tax returns.

We kindly ask that you send us your tax information as early as possible using one of the methods below:

- Send your Baker Tilly contact all your tax documents in an email via “Secure File Drop” – please refer to the Appendix A below for your contact’s secure upload link

- Drop off your tax documents in the Dropbox at our office

Click here to access the detailed organizer for 2021 - Personal Income Tax Checklist.

Please be sure to complete the checklist and send it back to us along with all your relevant tax documents. It can be completed on your computer or printed out and filled in by hand.

A FEW IMPORTANT REMINDERS:

- Realized gain or loss summary – Please ask your broker for a realized gain or loss summary.

- Foreign Income Reporting Requirements – Please ask your broker to provide a detailed summary of your foreign reporting information

- Prescription Drug Summary – Please ask your pharmacist for a summary of all prescription medication sold to you, your spouse and your children in 2021

Please contact us if you have any questions.

BAKER TILLY MONTRÉAL S.E.N.C.R.L./LLP

Appendix A

Please use one of the following links below to upload your documents to your Baker Tilly contact securely:

*If your Baker Tilly Montreal contact is not listed above, please contact them directly to request their Secure File Drop link.