May Accounting & Tax Services
Client Resources
Helpful tools and guides to assist you in submitting complete information and accessing your accounts. These resources do not replace professional review or year-end work performed by our office.
Before You Send Documents
- Upload one receipt per file (photo or PDF) whenever possible.
- Include all bank and credit card statements for the required period.
- Add a short note if a transaction is unclear (vendor + business purpose).
- If unsure — ask first. It prevents corrections later.
Send documents via email unless you are provided a secure upload link for your file.
T1 Client Document Checklist
A checklist of documents commonly required for personal tax return preparation.
Open Checklist →CRA Authorization Guide
Step-by-step guide to authorizing our office as your CRA representative.
Open Guide →How to Set Up CRA My Account
Instructions for creating and accessing your CRA My Account.
Request a Custom Quote
Fees are based on the services required, the complexity of the work, the condition of the records, and any deadlines involved.
A scope review will be completed before work begins so expectations are clear.
QuickBooks Online (QBO)
Used for bookkeeping, invoicing, payroll (where applicable), and reconciliations.
If you’re unsure how to categorize a transaction, contact us before making changes.
Dext Prepare
Recommended for bookkeeping clients to simplify receipt and invoice collection.
- Upload receipts (photo or PDF)
- Upload supplier invoices and bills
- One receipt per upload is best practice
Need Assistance?
If you are unsure what to submit or how to access an account, we’re here to help.
Include your business name, tax year, and a short description for faster assistance.