As a valued client of Lipton LLP and in response to recent community health concerns, we want to advise you of changes to our personal tax return process as well as update you on our plans in case of a required office closure.
As of today, all tax return filing and payment deadlines remain in effect. With respect to your personal tax return, we are asking all clients to expedite the delivery of this information to us. In order to assist you, we are again providing you with a copy of our T1 Checklist. This is a comprehensive document and we ask that you review it carefully before providing us with your personal tax information.
We also recognize that face-to-face interaction with us may not be practical and given the current circumstances, we encourage you to send your information to us in digital format. Our secure File Portal is fully encrypted and uses leading technology to ensure your security.
Further to the above, we are asking that you:
- Scan all slips and documents (or take a photo with your mobile phone)
- Gather PDFs and compile donation and medical receipts into an Excel spreadsheet (if possible)
- Complete the T1 Checklist
Upload these items to our File Portal. We will send you an email confirming receipt of your documents. If you receive additional T-slips afterwards, promptly upload these to us.
In the event that you have difficulty using the portal, you can contact our Senior Manager, IT & Operations, Bryan Walderman at bwalderman@liptonllp.com. His T1 processing team will be able to assist you over the phone. If it turns out that using the portal method is not possible, we encourage you to send or drop off your paper documents to us as soon as possible. Please ensure you indicate your Lipton advisor on the package.
Should circumstances require our office to close, we have plans in place that will enable us to provide you with uninterrupted service for all your business and personal requirements. This plan includes enhancements to our remote work capabilities as well as technology that ensures that all data is secure. By modifying our operations and working remotely, our partners and staff will continue to be responsive to your needs.
If you have any questions, please contact your Lipton advisor.
