The deadline to file your 2023 T1 Income Tax Return is April 30, 2024.
In continuation with our practices from the past three years, Lipton will be requesting that all of our clients send us their 2023 T1 Income Tax information in digital form.
Our Secure File Portal is fast, secure and easy to use. Need a little help? This video tutorial takes you through each step.
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!
Need help using Microsoft Lens to scan your documents? This video tutorial will give you a hand with that!
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.
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.
If you have any questions, please contact your Lipton advisor.
