YOUR ADVANTAGE TAX SOLUTIONS CLIENT PORTAL
Client portal, simplified.
Complete your tax questionnaires, send requested documents and follow your return’s progress—all in one place.
01 / TELL US ABOUT YOUR RETURN
Start with the right questionnaires.
For personal tax filing, complete the personal form first. Add a business or rental form only if it applies to you.
Each questionnaire opens in Microsoft Forms in a new tab. Complete the relevant questions and select Submit at the end.
START HERE
Personal tax
Your personal details, income, family information and potential deductions or credits.
One form per person. If we are preparing both partners’ returns, each person completes their own form.
IF YOU ARE SELF-EMPLOYED
Business income
For freelancers, contractors and other unincorporated businesses. Complete this in addition to your personal form.
One form per business, per tax year. If your business is incorporated, contact us first for the appropriate next step.
IF YOU HAVE RENTAL INCOME
Rental property
Details about your rental property, income, expenses and ownership. Complete this in addition to your personal form.
One form per property, per tax year. If you also have a business, complete the business form too.
IF YOUR BUSINESS IS INCORPORATED
Corporate tax filing
Need to file a corporate (T2) return? Contact us to discuss your corporation’s year-end, the documents needed and your next steps.
What happens next? Our team reviews your intake, confirms the scope and fee, and lets you know which documents are needed. Submitting a questionnaire does not authorize us to file your return.
02 / DOCUMENTS & NEXT STEPS
Keep your file moving.
After completing your forms, upload the records our team has requested. Use the same name and email throughout your file.
SEND DOCUMENTS
Upload your documents
Send the slips, receipts and records our team has requested. Use the name and email associated with your file, and include the tax year in each filename.
Upload documents ↗Opens Dropbox in a new tab.
FOLLOW YOUR PROGRESS
Check your return status
See your return’s progress and next steps. Enter the email address you gave our team, then sign in with the one-time code sent to your inbox.
Check return status ↗Opens the status portal in a new tab.
COMPLETED DOCUMENTS
Request your copies
Ask our team for a copy of your completed return or another document. We arrange delivery for your file. Completed documents are not available through the upload link.
Request a copy →Opens your email app.
Access your CRA My Account
Sign in through the official Canada Revenue Agency website.
Opens Canada.ca in a new tab.
Need help getting started?
You can begin with the relevant questionnaires above. If you are unsure which forms to use, book a free 15-minute introductory phone call to discuss your needs, documents, process and fee estimate.
Before you upload
Use the Upload documents button above for the records our team requests. Check that scans and photos are clear, complete and easy to read. Keep your CRA password and sign-in codes private.
We agree on the scope and fee before paid work begins and ask for your authorization before filing. Detailed tax advice, document reviews and preparation are quoted separately.
Need help? Email info@advantagetax.ca or call 519-868-0183.