Question 1

Step 1.

Accepted Answer

Client: Fill out the questionnaire in the Tax Organizer (https://irefund.ypwebsites.ca/services/tax-organizer1)page.

Question 2

Step 2.

Accepted Answer

iRefund: Provide client with the quote based on information received

Question 3

Step 3.

Accepted Answer

Client: Approve the quote and sign off Engagement Letter and Authorization Request

Question 4

Step 4.

Accepted Answer

Client: Upload the documents to a secure folder to be created

Question 5

Step 5.

Accepted Answer

iRefund: Prepare client’s tax return and send it to review

Question 6

Step 6.

Accepted Answer

Client: Review and sign tax return

Question 7

Step 7.

Accepted Answer

iRefund: CRA transmission and full copy of tax return. Note: The tax return is only transmitted and the full copy provided upon invoice paid

How our process works

What is the Process Like?