Liberty Tax Beaumont
105-6410 50 St
Beaumont, AB T4X 0B6
Dear prospective client,
Thank you for the opportunity to work with you and advise you on income tax and financial matters. The purpose of this letter is to set out a clear understanding of the nature of my involvement as the preparer of your 2019 personal income tax return and your responsibilities as the taxpayer. As such, I ask you to confirm the following arrangements.
Please sign and date at the bottom of this letter, and return it to me as soon as possible.
It is understood and agreed that:
(a) The accuracy of the information and completeness of the representations reflected in your return is your responsibility under the Income Tax Act. You represent that the information supplied to me is, to your knowledge, correct and complete, and fully discloses all of your reporting requirements under the Income Tax Act.
(b) You confirm that you have provided me with all income and deduction items to be included in your tax return and that they are correct and complete. You confirm that all sources of income have been disclosed, all deductions were incurred to earn income, and all credits claimed are supported by receipts.
(c) If you sold your home in 2019, you must report the sale on your tax return, even if it was your principal residence for the whole time you owned it. There are significant fines for not reporting.
(d) If you owned certain property outside of Canada totalling more than $100,000 at any time during 2019, it may be necessary for you to declare such ownership in your tax return. There are substantial fines and penalties for non-compliance.
(e) You are not aware of any illegal or possibly illegal acts for which you have not disclosed to me all facts related thereto.
(f) We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided. It is up to you to provide me with accurate and complete information necessary to prepare such personal income tax return.
(g) If requested by you, we will assist you in providing additional information or explanations related to our preparation of your return should any taxation authorities subsequently request it.
The fees for our services will be based on time spent on the engagement at our standard billing rates and are due when services rendered.
I will maintain in confidence the information you give me. Accordingly, without your consent, your personal information will not be disclosed to individuals outside my firm or used by anyone in my firm other than those who are involved in preparing your tax return and/or providing related services.
The services and terms as set out above are as agreed. As well, I, acknowledge and accept my responsibilities as the taxpayer as outlined above.
For a full overview of this form and more information please visit: https://www.canada.ca/en/services/taxes.html
Part 1 – IdentificationComplete all lines that apply.I am giving my representative access to my accounts filled in below.
SIN, TTN OR ITN
Trust Account NumberT
Non Resident Account NumberNR
Non Resident Account Name
Choose only one of the following business option:
Program Identifier (Two Letters)
All reference numbers
A specific reference number (four digit)
Part 2 – Representative informationChoose the following option and fill in the required information:
Firm NameLiberty Tax Beaumont
Part 3 Type of accessCheck only one of the following options:
We can disclose information on your account to your representative. Your representative can also make payment arrangements for you.
We can disclose information on your account to your representative. Your representative can also request to make some changes on your account. For a list of things your representative will not be able to update, see page 3.
Part – 4 Authorization expiry dateIf you want this authorization to expire, enter an expiry date.
Expiry date( ‘YYYYMMDD’):
Part 5 – CertificationYou must have signing authority for the individual. trust, or business in order to sign this form. Forms that cannot be processed will be returned to the individual or business. We may contact you to confirm the information you have given.
Choose the appropriate option (for an Individual or trust):
Choose the appropriate option (for a business):
Mailing address(If you are signing this form on behalf of an individual or trust)
Province, territory or state
Postal or ZIP code
I certify that the information given on this form is correct and complete.
Leave this empty:
Signed by Marie Fontaine
Signed On: April 20, 2020
If you have questions about the contents of this document, you can email the document owner.
Document Name: Liberty Tax Beaumont
Agree & Sign