|As you are likely aware, Federal, Provincial and Municipal mandates have significantly limited our ability to meet in-person to collect your 2020 personal income tax information. While we recognize this as a lost opportunity to catch up with all of our valued clients, please rest assured that over the past year, Lipton has implemented a system to ensure that all our obligations to our clients will be met without any delay.|
Navigating this new world has it’s challenges, but has allowed us to reexamine our workflow and develop new strategies to serve our clients in the most efficient manner possible, without sacrificing from the quality of work our clients have come to expect from us!
In continuation with our practices from last year,
Lipton will be requesting that all of our clients send us their 2020 T1 Income Tax information in digital form.
So…. Let’s Get Digital!
Delivering your tax information to us digitally is a three-step process:
1. Assembling your tax information First, assemble all of the relevant information you need to send to your Lipton advisor. The Lipton T1 Checklist is your best guide to determine the information required.
2. Scanning your information Many of the documents required may already be in digital form, but for those that are not, you will need to scan them. Your mobile phone or iPad camera, along with a downloadable app can easily do the job of a traditional scanner. There are many apps to choose from. Our preferred app (which happens to be free) is:
Microsoft Office Lens
|For Apple Devices|
For Android Devices
Install this app on your device and give it a try. You will be an expert in no time!
3. Uploading your tax Information To upload your documents, please use our Secure File Portal. Our portal is secure and easy to use. Simply follow the onscreen prompts and you will be on your way! Encountering an issue? We are here to help! Send an email with any questions to our Senior Manager of IT & Operations – Bryan Walderman and he will be happy to assist.
Once uploaded, our IT department will direct the information to your Lipton advisor and we will send you an email confirming that we have successfully received your files.
If for some reason you are unable to use our digital process, please feel free to drop your package off at our front desk with your Lipton advisor’s name clearly indicated. We will still ensure that your returns are prepared before the filing deadline.
Please keep safe and healthy through these difficult times, and always be assured that the entire Lipton team is here to fully look after your needs.
If you have any questions, please contact your Lipton advisor.
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