Client: Fill out the questionnaire in the Tax Organizer page.

iRefund: Provide client with the quote based on information received

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

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

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

Client: Review and sign tax return

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