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Secure client portal

Personal tax intake, without the email risk.

Complete your tax questionnaire and upload supporting documents through Taytan's encrypted intake portal.

Protected intake

✓ Answers encrypted before storage
✓ Documents kept in private storage
✓ Owner-only review dashboard
✓ No banking information collected

1Personal details

2Income & family

3Credits & tax questions

4Documents & consent

For your privacy, answers are not saved in this browser. Complete and submit the form in one session.

Step 1 of 4Personal information

Tell us who the return is for. Fields marked with * are required.

Tax year *Enter any year from 1917 through the current year. The latest available year updates automatically.First name *Middle nameLeave blank if you do not have one.Last name *SIN *Encrypted before it is stored.Date of birth *Marital status *

Primary filer contact information

Street address *City *Province or territory *Postal code *Phone number *Email address *

Step 2 of 4Dependants and income

Add anyone you claim as a dependant, then identify the income documents that apply.

Dependants

Leave this section empty if you have no dependants.

No dependants added.

Income information

Select Yes or No for every item.

Employment income (T4)

YesNo

Self-employment income (T2125)

YesNo

Investment income (T5, T3, etc.)

YesNo

Pension income (T4A, T4OAS, T4AP)

YesNo

Rental income (T776)

YesNo

Other income

Step 3 of 4Deductions, credits and tax questions

These answers help Taytan identify the receipts and schedules needed for your return.

Deductions and credits

Select Yes or No for every item.

RRSP contributions

YesNo

Tuition fees (T2202)

YesNo

Medical expenses

YesNo

Charitable donations

YesNo

Childcare expenses

YesNo

Moving expenses

YesNo

Union or professional dues

YesNo

Business expenses

YesNo

Home-office expenses

YesNo

Disability Tax Credit

YesNo

Other deductions or credits

Other tax information

Select Yes or No for every item.

First time filing taxes in Canada?

YesNo

Did you sell a property in the tax year?

YesNo

Were you a non-resident for tax purposes?

YesNo

Did you own foreign property costing over CAD $100,000?

YesNo

Were you self-employed?

YesNo

Did you receive CRA correspondence?

YesNo

CRA correspondence detailsAdditional notes

Step 4 of 4Documents and consent

Upload the slips and receipts that support your answers. Banking information is not requested.

Payment estimate

Confirm the return type for each filer.

Select the highest category that applies. The fee shown below is the amount requested after this secure intake is submitted.

Primary filer$55

Return typeApply eligible student discount (−$5)

Personal tax preparation fee$55 CAD

Final pricing may change after Taytan reviews complexity and missing records. Any difference will be discussed before additional work.

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Upload tax documents

PDF, JPG, or PNG. Up to 10 files, 8 MB each and 40 MB combined. Files are encrypted and remain private.

Choose documentsNo documents selected

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Protected from submission to review

Your intake answers and documents are encrypted in private storage. Only an authorized Taytan administrator can open them through the protected dashboard.

I consent to Taytan Accounting Solutions collecting and using this information to assess and prepare my tax return, in accordance with the privacy notice.I confirm that the information submitted is complete and accurate to the best of my knowledge.

Type your full name to confirm *

Need help?

Questions before you submit?

Call 514-996-9984 or email taxwithtan@gmail.com. Do not send SINs or tax documents by email.

Clear accounting support for individuals and growing Canadian businesses.

Based in Welland, Niagara Region

Remote service across Ontario

Practical numbers. Clear next steps.