Personal Tax Time is here!

Personal Tax Time
Please don’t wait until it’s too late to start gathering your tax records and T-slips!

Please use our Personal Tax Checklist to help you collect and organize your documents for submission to Rise.

The Sooner, The Better! 
Please provide your tax records to Rise no later than April 9th to ensure we can meet the April 30th CRA deadline. When you have a majority of the slips – please send us what you have, and we can get started. 

If your personal contact information has changed, please be sure to update that on the Personal Tax Checklist and send it to us.

Submit your information in one of the following ways:
1. Online, using our secure ShareFile system*,
2. By fax at 604-936-8376, or
3. Delivery to our office between 9 AM and 5 PM by appointment only

Contact Information
To speak to one of our professionals, please contact us at 604-936-4377 or

Other Information
For general information on what’s changed for the 2020 tax year, see CRA – What’s New for 2020.

Please note that due to the continuance of COVID-19, Rise will be sending out all relevant documents that require a signature relating to T1 documents via our online platform called RightSignature. 

Meetings during tax season will be hosted via Zoom. To request a meeting, please call the office and speak to an Admin team member to set up a zoom meeting with the relevant Partner or Manager to review your tax documents.

Should you not have access to Zoom or the ability to sign electronically, please call the office and speak to an Admin team member to discuss an alternative solution to sign your documents.

*If you have trouble using the ShareFile system, please call us to troubleshoot for you.