The tax return preparation process at ZipTax Canada involves 4 steps:

1. The taxpayer completes a personal information form and sends us all documentation relevant to the current year's tax return. This documentation can be submitted over the internet using a scanner, or by fax or mail (extra charges apply for mailed documentation).
2. A staff member is assigned to the tax return, and completes it using tax return preparation software.
3. When the tax return is finished, the taxpayer is emailed a printable T183 form. This form must be signed and sent to ZipTax Canada using any of the documentation submission methods before the tax return can be filed. Also, an original signed copy must be mailed to us for our records (however, the tax return can be filed before the original copy of the form is received).
4. When the T183 form is received and payment is made, the tax return is transmitted to the Canada Revenue Agency using the electronic EFile system. The taxpayer will be emailed a summary of the tax return along with the EFile transmission confirmation number. Also, if the taxpayer has a balance due, an Electronic Filing Remittance Voucher will be sent by mail, which allows him or her to pay the amount owing by mail or via direct bank transfer.