SADOVNICK MORGAN LLP

It is time to get ready for personal tax season.

1. Sign the Canadian 2023 Engagement letter - click here
2. Click the documents below to access the appropriate documents:
   • Tax Organizer Webform (Download Classic Tax Organizer )
   • Self Employed Business Worksheet (excel)
3. Send in the documents - our secure transfer system is here: https://smllp.sendsafely.com/dropzone/info (If you wish to mail the documents please send to 602-570 Granville Street, Vancouver, BC V6C 3P1 - note we moved suites from 601 to 602)
4. Respond to our questions, sign the documents, pay the taxes (or get your refund). - if tax is owing, pay by April 30th (to make payments to CRA see instructions here) [NEW! Payments over $10,000 must be paid electronically to CRA]
5. Tax returns filings are due by April 30th, except for self-employed individuals where they are due June 15th. Even if you have an extension, though, interest starts being charged May 1st.

1. Sign the US 2023 Engagement letter - click here
2. Click the documents below to access the appropriate documents:
   • Tax Organizer Webform
   • US Foreign Account Reporting worksheets (you can try a new webform version here
3. Send in the documents - our secure transfer system is here: https://smllp.sendsafely.com/dropzone/info (If you wish to mail the documents please send to 602-570 Granville Street, Vancouver, BC V6C 3P1)
4. Respond to our questions, sign the documents, pay the taxes (or get your refund) - if tax may be owing, pay an estimate by April 18. (to make a payment to IRS see here)
5. Note that for most US filers in Canada, your returns are not due until June 15th and most will be able to get an extension beyond that date, if required, with a tax estimate payment.
6. While your FBAR may get an automatic extension to October 15th, we encourage you to complete them by June 15th.