Payment Options

Here are some ways you can pay your invoice(s)

  • In Person – Credit Card or Cheque (mailing address here)
  • Mail – Cheque (please include the Invoice number in the memo line of the cheque)
  • E-Transfer – Kindly use the following email address for all Interact E-Transfer payments:
  • Credit Card – Should you prefer to pay with a credit card we can setup a secure payment profile for you. This means for any future invoices you can just email with a “please process payment”.
  • For Direct Deposits please email for banking details.

Personal Tax Resources

Forms and Schedules

Please note that we are not necessarily intending you to complete each document. Some of these forms and schedules are only intended to provide a comprehensive list and overview of what may be included in your tax return. Please disregard what you feel may not be relevant to your personal tax situation.

  • Mandatory Engagement Letter – PDF for printing, or complete Online
  • Mandatory Foreign Reporting Checklist – PDF for printing, or complete Online
  • Mandatory Personal Tax Organizer
  • Self-Employed Business Activity Checklist
  • Commission / Employment Expenses Checklist
  • Rental Activity Checklist
  • One-Time Credit Card Payment Authorization Form

CRA Authorizations

CRA has changed how they process authorizations for representatives. You will need to add our firm as an authorized representative..

Step 1

Sign in to your “My Account” and “My Business Account” with CRA,

If you do not have a login, you will need to set it up. Here is a video on how to setup My Account: How to register. We recommend you use the Partner Sign-In option to sign up using your online banking credentials. CRA will mail out a security code to the address they have for you on file in order for them to give you full access to your account. This can take up to 2 weeks.

Step 2

Once you have full access to My Account, we will want you to provide us access as a representative,

On the left-hand side, click on profile,

In the lower right, there is a link for Authorized Representatives,

Click on + Add to add us as a representative.

Our details are:

Please give us level 2 access.