Blog Post


Let’s Get Digital

As you may be aware, the CRA has recently extended the personal tax filing deadline to June 1, 2020.

While this allows everyone more time to prepare and file their tax returns, we are urging everyone to send us their tax filing information as soon as possible, preferably in digital format.

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

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 June 1st 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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