Resources

Client Portal

  1. Contact us to let us know that you want to sign up for the client portal service.
  2. We will send you an email invite to give you access. The email will be from Marsha MacLean Professional Corporation.
  3. Once you click the “Accept” button you will be asked to create and account with Intuit Profile Link. Create the account using your email address as your user name and a password of your choosing.
  4. Once signed in please complete the short questionnaire requesting essential information needed, upload the required documents to complete your work and or ask any questions you have.
  5. Sign out of the portal once you are finished.

Links To Important Documents

Electronic Filing Authorization Form (T183):  t183-22e

Canada Revenue Agency:  https://www.canada.ca/en/services/taxes.html

Canada Revenue Agency Business Number Online Registration : https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/registering-your-business/bro-register.html

Canada Revenue Agency TAXPAYER BILL OF RIGHTS: https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4417/rc4417-12-13e.pdf

Ontario Master Business License Online Registration:  https://www.ontario.ca/page/business-name-registration

Employment Standards Act:  https://www.labour.gov.on.ca/english/es/pubs/guide/

Eligible Medical Expenses:  http://www.cra-arc.gc.ca/medical/#mdcl_xpns

Personal Tax Checklists

Personal tax checklist 2023

New Client Checklist

Employment Expenses_Checklist

Rental Income_Checklist

Self Employment_Checklist

Workspace in the Home Expenses_Checklist

Automobile checklist

 

 

 

 

Marsha MacLean Professional Corporation