FAQ

If you receive at least one of the following payments from the CRA, you must sign up for direct deposit:

income tax refund

• goods and services tax/harmonized sales tax credit and any similar provincial and territorial payments
• Canada child benefit and any similar provincial and territorial payments
• working income tax benefit
• deemed overpayment of tax

You must be registered to Revenu Québec’s direct deposit to receive:

• the Solidarity tax credit
• advance payments of the tax credit for home-support services for seniors
• advance payments of the tax credit for childcare expenses
• advance payments of any tax credit respecting the work premium (work premium, adapted work premium or supplement to the work premium for former recipients of social assistance)

This is what authorizes us to represent you with the tax authorities. If applicable, this form must also be signed by all members of your family for whom we are also preparing tax returns.

IMPO keeps your tax returns and all applicable documents on the portal for 7 years. You can access them always, any time of the year, and you will also receive personalized tax tips on your mobile app or by email. IMPO keeps your tax data to be able to prepare next year’s tax returns. Obtaining the final copy of your tax returns is secured using your password on your IMPO portal.

To ensure your satisfaction, you can contact one of our agents by using the “Chat” option on your IMPO portal, or by phoning our Help Centre at 1-844-900-IMPO.

You must upload them to your personalized portal and let us know if the refunds or balances due are identical to what was calculated on your returns.

Once you have uploaded the notices of tax assessment to your IMPO portal, you will add a comment as to whether it matches your tax returns, and a specialist will contact you if necessary.

IMPO offers a tax return rectification service for its clients. You will get a quote for the work required before IMPO goes ahead with the change.

Now you must click on the “Questionnaire” option and answer all its questions. Afterwards, you will be asked to upload all your tax slips and forms by clicking on the “Documents” option and referring to the “Suggested documents” tab, which lists the receipts, slips and other forms needed, based on your answers to the questionnaire, to prepare your tax returns. You will also be asked to provide a copy of your 2015 tax returns as well as your notices of assessment.

Using the card found in the “Home” option, you will be asked to sign the T1013 proxy form “Authorizing or Cancelling a Representative”. This form must also be signed, when applicable, by every member of your family for whom we are preparing a tax return.

 You will see all the messages showing you the steps to follow when you click on the “Home” option.

If you receive emails stating that you are late, it’s because there something you need to do. Please check your messages by clicking on the “Home” option in your IMPO portal to find out the actions you need to take. If you receive an email stating that you must upload all your documents, but you’re still waiting for one of them, simply ignore this email until you have received all the documents you were waiting for. You can upload any missing document once you have received it and then submit your completed file.

By clicking on the “Home” option, you’ll find a message asking you to upload your T1013 “Authorizing or Cancelling a Representative” form. You must click on one of the following to upload your T1013 form: “Download”, “Add” or “Add with a camera”. You absolutely must go through this message to upload your T1013 on your IMPO portal.

When you have answered all the questions in the questionnaire, uploaded your signed T1013 “Authorizing or Cancelling a Representative” form and ALL your tax documents have been uploaded to your IMPO portal, click on the “Home” option to see the message stating that you can now submit your file for processing.  Then click on “Submit”.

The CRA and Revenu Québec require that all taxpayers sign the aforementioned forms for legal reasons. This excludes the case of a taxpayer is a legal representative according to the law, that is: an executor or estate administrator for the taxpayer, a person with a proxy, a legal guardian or a custodian or trustee of trust accounts. Such a person does not have to fill out this form to be recognized as a legal representative of the taxpayer, but must provide the government agency with a copy of the legal document authorizing him or her to act as such.

When you’re on the IMPO portal, click on the “Settings” option in the top right-hand corner of the screen, and you’ll see the “Change my password” option appear in the drop menu.

If you wish to change your email address, please contact our Help and Support Centre at 1-844-900-IMPO (1-844-900-4676) or by using the “Chat” option of your portal.

When you’re in the IMPO portal, click on the “Settings” tab in the upper right-hand corner, and you’ll see the “Profile” option in the drop menu. Click on it, then select the language of your choice in the next drop menu. Then click on “Save”. Please note that this language will be the one used for your tax returns and for any correspondence between you and the tax authorities.

A postal address must appear on your invoice for the IMPO service, as it will determine sales taxes (GST/HST,PST). It is also the address that will be provided to the tax authorities for correspondence purposes.

As mentioned in the Terms and Conditions upon creating your account, the IMPO service is only payable by credit card. If you don’t have a credit card, you can obtain a prepaid card through your bank or other financial institution. Do not hesitate to contact our Help Centre at 1-844-900-IMPO (1-844-900-4676) or through the “Chat” option on your portal for more information.

These are questions that are directly related to the information required by tax authorities to process your tax returns. All the questions in the questionnaire are necessary to be able to prepare your tax returns.

You cannot answer the emails you receive from IMPO. You can contact one of our agents by clicking on the “Chat” option of your portal, or by simply calling our Help and Support Centre at 1-844-900-IMPO (1-844-900-4676).

Depending on your answers to the questionnaire and your situation, your cost for the service could change. For instance, if we need to process an additional tax return because a dependent has been added, this might influence the price. Make sure you have correctly answered all the questions and uploaded all your documents before submitting your file for processing.

The price is established based on your answers to the questionnaire, and therefore adapted to your situation. The quoted price may change when new information is provided. You could even be entitled to a rebate based on the date you submit your fully completed file for processing.

Please contact one of our agents at our Help Centre by phone at 1-844-900-IMPO or by using the “Chat” option of your portal.

Once we have completed to produce your tax returns ready to be approved, you cannot change your answers to the questionnaire or upload more documents to your IMPO portal. If you do not approve the tax returns, then you will be able to modify your answers and add documents. By clicking on “I Approve”, your tax returned are electronically transmitted to the tax authorities. After the electronic transmission, you will receive a message stating that your tax returns have been transmitted and you will have the option to click on a button to “Request an adjustment”.

If you upload a T1013 form to your IMPO portal and it’s not signed or the signature is illegible, you will receive a message asking you to upload it again.

An agent from our Help and Support Centre will contact you shortly to discuss your concerns regarding your tax returns.

When you pay, you must sign and upload the electronic transmission authorization forms (T183 and TP-1000.TE) that authorize IMPO to proceed with the electronic transmission of the tax returns it has prepared for you and your family members (if applicable).

When you send your file for processing by clicking on “Submit”, IMPO then validates your information. You will receive a notice by email when your tax returns are ready. We will contact you by email is we have questions or if we are missing information or documents.

Absolutely. Using TAXO is safe as all transactions are done through the user name and password you chose when you opened your account on the secured web site. TAXO is connected with Raymond Chabot Grant Thornton, a well-established Québec accounting firm with a proven track record in all matters of taxation. You can be assured the strictest security measures have been set forth to protect your information.

The TAXO portal is unique and user-friendly to provide its clients with a truly unparalleled experience. Behind this portal, RCGT has made sure the software being used to produce tax returns is the same as the one used by our firm’s tax professionals.

Yes. Both Android and iOS are supported.

You can request a quote and accept it from any computer, tablet or smartphone that’s connected to the Internet. When you have completed the questionnaire to allow us to prepare a quote and accepted said quote, we will ask you to create your personal account on the TAXO portal and install the app on your smartphone. The TAXO portal can be used on any computer, tablet or smartphone, or with the TAXO mobile app.

For optimal performance, we recommend you use a high-speed Internet connection and a computer that has the following specs:

PC (Windows): Windows Edge, Internet Explorer 10 or up, most recent version of Mozilla Firefox or Google Chrome

Mac: Most recent version of Safari, Mozilla Firefox or Google Chrome

The site is optimized for the latest versions of Chrome, Firefox, Safari and Edge (12-13). IE 11 is also supported.

Yes. You will have to print out three documents that require your signature, before returning them to us using the same method as for your other documents. If you do not have a printer, we will offer you a simple solution to send us the printed documents.

TAXO is a quick and efficient online solution to get your tax returns done at a reasonable cost while benefiting from Raymond Chabot Grant Thornton’s tax expertise.

TAXO is available to all taxpayers who wish to have their tax returns prepared by tax professionals, without leaving the comfort of their home and with the assurance that they all their credits will be maximized. It can be used by all Québec and Canada taxpayers who are employed, retired or students.

TAXO is fast because it’s a professional service you can get by simply answering questions and uploading copies of your tax slips and receipts using your smartphone, tablet or computer. No need to make an appointment to meet an accountant: everything is done online.

The first one is a proxy authorizing us to be your online representatives. The other two are to authorize the electronic transmission of your tax returns to the federal and provincial governments.

Deadline for sending in your 2016 tax returns to the government is April 30, 2017. You must therefore fill out the TAXO questionnaire and upload your tax slips as soon as possible to avoid penalties and interest charges that apply to payment after this date.

Yes. All the information you supplied will need to be validated before your tax return can be sent.

The price is based on your answers to the questionnaire, so it depends on your specific situation. You could have your tax returns done for as little as $124.99 (plus taxes). You could even be entitled to a rebate depending on the date you supply all the information and documents required to prepare your returns.

Once the process is completed and approved, you will be able to pay online directly through the TAXO portal, using a credit card. This is the only payment option. A secured service will lead you through the payment process.

After you’ve filled out the questionnaire, TAXO will tell you which documents and forms you will need to provide to allow us to process your return. You will find this information under “Documents”, in the “Suggested documents” tab. You will need all your forms/tax slips as well as all the receipts and other supporting documentation applicable to your 2016 income and expenses, so that TAXO can start preparing your tax returns. You will also be asked to provide a copy of your 2015 tax returns and notices of tax assessment.

You can scan your documents and then upload them to the “Documents” option of your portal in PDF or any other electronic format. You also have the option of taking a picture of each document with your smartphone or tablet and upload them in JPEG format. This step can also be done directly from the TAXO mobile app for Apple or Android.

Your tax returns will be done within 7 to 10 days after you’ve filled out the questionnaire, submitted your tax slips and signed the T1013 proxy form “Authorizing or Cancelling a Representative” allowing us to represent you to the Canada Revenue Agency. Instructions will pop up on your “Home” page when you’re ready to submit your file, after you’ve completed all the steps listed above.

One of our tax professionals will review your tax returns to make sure you are getting all the tax credits that apply to your situation, thereby verifying the amounts to be paid or refunded. In addition, no tax returns will be sent to government agencies before you have approved them.

No. All documents must be scanned and uploaded to your secure TAXO portal either through your TAXO app on your smartphone or tablet or from your computer. No need to come to our offices.

Whenever a step in the process is completed, you will receive a notification requiring action from your part. For instance, TAXO will ask you to approve your tax returns and authorize electronic transmission to tax authorities. You may always check the “Home” option of your portal to see if you have messages, as these will tell you if your file is on hold and awaiting a specific document or information to be completed.

You can contact one of our agents at the Sales Customer Relation Centre (SCRC) by phone at 1-844-200-TAXO (1-844-200-8296), or chat through your TAXO portal. The agent will then put you in contact with the specialist who will be able to provide you with the help you need.

Agents at the Sales Customer Relation Centre are available per the following schedule:

February 6 to 24: Monday to Friday 8:00 a.m. to 6 p.m.

February 27 through May 6: Monday to Friday 8:00 a.m. to 9 p.m.; Saturday 9 a.m. to 5 p.m.

We are accredited by the CRA and Revenu Québec to transmit your tax returns in your name. We use software that is recognized as one of the best on the market, TED certified by both government agencies.

To make sure TAXO produces your tax returns in the language of your choice, you must choose your language in the “Settings” menu of your TAXO portal. TAXO uses forms that are pre-authorized by the CRA and Revenu Québec.

It’s possible that your situation requires the intervention of a TAXO specialist. If you allow us to contact you by giving us your name and phone number, we will call you to take a closer look at your file and direct you to a professional who will be able to prepare your tax returns.

Only one quote per email address can be accepted.

Please check your junk mail folder. If you can’t find it there, and if it doesn’t show up in your usual inbox, please contact our Sales Customer Relation Centre at 1-844-200-TAXO (1-844-200-8296).

When tax returns are accepted by the CRA and Revenu Québec, you must allow two to three weeks after transmission to receive your refund.