Documents we read
- T4 employment slips and T5 investment slips
- CRA notices of assessment
- RRSP contribution receipts
The Canada-specific review
- Federal and provincial Canadian tax combined correctly for the credit
- CAD amounts converted with documented exchange rates
- Every figure traceable to the uploaded slip
Common questions
- Is my RRSP taxed by the US every year?
- Treaty rules can defer US tax on RRSP growth. The intake captures your RRSP details and your preparer confirms the treatment before filing.
- Which slips do I need?
- At minimum your T4s and your CRA notice of assessment; investment slips (T3/T5) if you have them.
Ready when you are
Review your full draft before you pay anything. Cross-border handling is included in your 1040 fee — $75 single, $150 joint.