USEFUL RESOURCES
AUTHORIZE A REPRESENTATIVE
For new clients only.
We must have this authorization in order to accurately prepare your return.
DROP-OFF FORM
For new client drop-offs only. No need to fill out for an appointment or if you're a prior client.
WHAT DOCUMENTS
DO I NEED?
A checklist of documents.
CANADA DENTAL CARE PLAN
This is a benefit for people without access to dental insurance.
Setting up Empanda Tax Services as your representative will allow us to access your CRA account to get tax slips, check carryforward amounts, file adjustments, and verify all kinds of information we use to prepare your return accurately.
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If you have CRA My Account or My Business Account set up, you can authorize us online. After signing in to your account, click on your profile and add an authorized representative, using our business number (716241005).
Click here for step-by-step directions.
If you do not have access to your CRA account, you will need to sign a form and provide us with a past Notice of Assessment. Please contact us.
Fill out the form on your computer.
OR
Click the green button to download, print it out, and bring it along with your tax documents.
If you're not able to do either of those, you can pick up a form at the office or we can go over the required information on the phone, by text, or by email.
If you're unsure what documents we'll need to prepare your taxes, take a look through this checklist to make sure you don't forget anything.
We don't have absolutely everything listed here, so if there's anything else you think you might need, just bring it in.
The CDCP started being phased in during December 2023, beginning with seniors over 87 years of age, with coverage for all eligible Canadians starting in 2025. You must renew your coverage yearly.
To be eligible, you must not have access to dental insurance (including a health spending account), have an adjusted net family income of less than $90,000, and be a Canadian resident. You and your spouse will also need to have filed your Canadian tax returns for the prior year, even if your spouse is not a resident of Canada.
Apply online at canada.ca by clicking the link to the left.
Drop-off Form
Please complete this form in full if you are dropping off your taxes with us for the first time this year. It will give us the information we need to get a file started for you or, if you are a returning client, to check that we have up to date information.
If you're a new client don't forget to set us up as your authorized representative in your CRA My Account.
You can also use this form to submit tax documents to us.