Get Your Documents To Taxxel
Use the checklist below to organize your records, then confirm the document-sharing method for your file. For sensitive information, use the method agreed with Taxxel before sending it.
Confirm the channel
Use the document-sharing method agreed for your file before sending sensitive records.
Privacy-aware handling
Taxxel uses reasonable safeguards and limits document handling to the service and operational needs involved.
File-specific checklist
The final document list depends on your actual return, bookkeeping file, accounts and filing requirements.
Common Documents by Situation
Use this as a starting checklist. It is not a list of documents every client must provide.
T4 Employee — Starting Checklist
Confirm how to send your records
Different files can involve different record types. Request submission instructions and Taxxel will confirm the appropriate document-sharing method for the engagement.
WhatsApp is available for communication
Use WhatsApp for questions and file coordination. Before sending highly sensitive records, confirm that WhatsApp is the agreed channel for your file.
Request Submission Instructions
Tell us who you are and which checklist you are reviewing. We will follow up with the next step for your file.
Privacy: Taxxel uses reasonable safeguards and may use service providers needed to operate communication, storage, tax, bookkeeping and website systems. Information may also be disclosed where authorized or required for the service or by law. Retention depends on the type of record and applicable obligations. See the Privacy Policy for more detail.
Need help deciding the right starting point?
Tell us whether the need is bookkeeping, tax, CRA records support, catch-up work, or an industry-specific financial-record matter. We will route the enquiry appropriately.