Preparing For Your Tax Return
1. Do I need to make an appointment to drop off my tax return?
No. Feel free to drop off your information anytime during our business hours (Guelph) (Kitchener). After a short review with one of our tax preparers, we will schedule a pick-up time.
2. When should I come in to drop off my tax information?
Please come in once you have received ALL expected slips/information and at your earliest convenience see (What to Bring).
3. What are some commonly forgotten slips that I may need to bring in?
Commonly forgotten slips include RRSP contribution receipts for the first 60 days of the year, information about open money transactions (T5008 slip, realized gains/losses report, etc.), property tax/rent information, tips received, prescription summaries, and others. For more detailed information, please see our (What to Bring) page.
4. What are your hours of operation?
Please see our office hours (Kitchener) (Guelph) for updates as our hours change through the year. If you are unable to come during these hours, we would be happy to make an appointment outside of our hours.
5. Do I need to make any copies of the information I bring to you?
There is no need to make copies - we return all original paperwork to you. If we need to keep any information, we will retain a photocopy.
6. What is the tax deadline this year?
The deadline this year is April 30, 2025. Fees and interest compound monthly, so please come in as early as possible to avoid fines.
1. Do I need to make an appointment to drop off my tax return?
No. Feel free to drop off your information anytime during our business hours (Guelph) (Kitchener). After a short review with one of our tax preparers, we will schedule a pick-up time.
2. When should I come in to drop off my tax information?
Please come in once you have received ALL expected slips/information and at your earliest convenience see (What to Bring).
3. What are some commonly forgotten slips that I may need to bring in?
Commonly forgotten slips include RRSP contribution receipts for the first 60 days of the year, information about open money transactions (T5008 slip, realized gains/losses report, etc.), property tax/rent information, tips received, prescription summaries, and others. For more detailed information, please see our (What to Bring) page.
4. What are your hours of operation?
Please see our office hours (Kitchener) (Guelph) for updates as our hours change through the year. If you are unable to come during these hours, we would be happy to make an appointment outside of our hours.
5. Do I need to make any copies of the information I bring to you?
There is no need to make copies - we return all original paperwork to you. If we need to keep any information, we will retain a photocopy.
6. What is the tax deadline this year?
The deadline this year is April 30, 2025. Fees and interest compound monthly, so please come in as early as possible to avoid fines.
General Information
1. How long will it take to complete my tax return?
Completion time varies based on complexity of your return and the time of the year.
2. I filed my return with PV Tax last year. Do I need to bring in my past year returns?
No, you don't need to bring in previous years' information if you filed with us last year.
3. I have multiple years of returns to file, what should I do?
We are available to assist with multiple returns. Don't panic! Go through our (What to Bring) page and bring in all relevant documents. Coming to us with your information earlier in the tax season allows adequate time for discussion and preparation.
4. I have several out-of-pocket prescription medications. What's the best way to submit this information?
Your pharmacy can print a free summary of all prescription medications you paid for through the year. Please submit this summary to us along with your other information.
5. Where can I find out if my medical expenses are eligible?
(Here) is a link to the CRA guideline for medical expenses. If you are still unsure, please ask us when you drop off your information.
6. I have a small business/rental property. Should I bring in any of my expense receipts?
We have provided forms for rental and business income/expenses on our (Forms & Guides) page. You can also pick up one of these forms from our office. Filling in your yearly totals ahead of time will save you money on your tax preparation fee. There is no need to submit original receipts to us, but please retain them for your records.
1. How long will it take to complete my tax return?
Completion time varies based on complexity of your return and the time of the year.
2. I filed my return with PV Tax last year. Do I need to bring in my past year returns?
No, you don't need to bring in previous years' information if you filed with us last year.
3. I have multiple years of returns to file, what should I do?
We are available to assist with multiple returns. Don't panic! Go through our (What to Bring) page and bring in all relevant documents. Coming to us with your information earlier in the tax season allows adequate time for discussion and preparation.
4. I have several out-of-pocket prescription medications. What's the best way to submit this information?
Your pharmacy can print a free summary of all prescription medications you paid for through the year. Please submit this summary to us along with your other information.
5. Where can I find out if my medical expenses are eligible?
(Here) is a link to the CRA guideline for medical expenses. If you are still unsure, please ask us when you drop off your information.
6. I have a small business/rental property. Should I bring in any of my expense receipts?
We have provided forms for rental and business income/expenses on our (Forms & Guides) page. You can also pick up one of these forms from our office. Filling in your yearly totals ahead of time will save you money on your tax preparation fee. There is no need to submit original receipts to us, but please retain them for your records.
Special Situations And Payment
1. Do you offer immediate cashback for my tax refund? Can I pay your fee with my tax refund?
We don't offer immediate cash returns or accept expected tax refunds as payment for our services.
2. I have experienced a major life change and I don't know how it may impact my tax return. What should I do?
PV Tax has expertise in preparing taxes for those who are recently separated, new parents, new homeowners, the recently deceased, new small business owners, and more. Please let us know of any major life changes when you come by our office.
3. I'm moving out of town. Can you still prepare my taxes?
Yes! PV Tax has clients all over the world. Please come in to discuss your options with one of our team members.
4. I was called by someone claiming to be an employee of the Canada Revenue Agency. What should I do?
Do not give any personal information to anyone over the phone. Ask for their contact information to call them back, then contact PV Tax for next steps. You can also visit the CRA's (fraud prevention) page for more information.
5. I received a notice of reassessment or other letter from the CRA that says I owe more money. What should I do?
Please come in to speak to one of our team members before paying - we will ensure that the information is correct and make any changes if need be. Come in as soon as you receive the letter to avoid interest charges.
6. I am a student or young adult and I have questions about taxes. Can I speak to someone about this?
Absolutely! One of our tax team members, would be happy to take some time with interested young clients to go over information. If you have questions about tuition credits, multiple jobs, or even just where to start, please come by the Guelph office during our (hours) or call to make an appointment.
1. Do you offer immediate cashback for my tax refund? Can I pay your fee with my tax refund?
We don't offer immediate cash returns or accept expected tax refunds as payment for our services.
2. I have experienced a major life change and I don't know how it may impact my tax return. What should I do?
PV Tax has expertise in preparing taxes for those who are recently separated, new parents, new homeowners, the recently deceased, new small business owners, and more. Please let us know of any major life changes when you come by our office.
3. I'm moving out of town. Can you still prepare my taxes?
Yes! PV Tax has clients all over the world. Please come in to discuss your options with one of our team members.
4. I was called by someone claiming to be an employee of the Canada Revenue Agency. What should I do?
Do not give any personal information to anyone over the phone. Ask for their contact information to call them back, then contact PV Tax for next steps. You can also visit the CRA's (fraud prevention) page for more information.
5. I received a notice of reassessment or other letter from the CRA that says I owe more money. What should I do?
Please come in to speak to one of our team members before paying - we will ensure that the information is correct and make any changes if need be. Come in as soon as you receive the letter to avoid interest charges.
6. I am a student or young adult and I have questions about taxes. Can I speak to someone about this?
Absolutely! One of our tax team members, would be happy to take some time with interested young clients to go over information. If you have questions about tuition credits, multiple jobs, or even just where to start, please come by the Guelph office during our (hours) or call to make an appointment.