COMPLETE OUR ONLINE REGISTRATION FORM

AND UPLOAD YOUR TAX SLIPS AT THE SAME TIME?

NEED HELP?

 

Not to worry, we have created a how to video, to show you how easy it is to upload yoru documents by your phone

 

CLICK HERE

 

 

Online Client Registration Forms

Family        *ONLY 1 FORM REQUIRED PER COUPLE*              

Secure Online forms are handled by Docusign

Complete Online Form

and Upload Documents

 Married without children      *ONLY 1 FORM REQUIRED PER COUPLE*

Secure Online forms are handled by Docusign

Complete Online Form

and Upload Documents

Single Person

Secure Online forms are handled by Docusign

Complete Online Form

and Upload Documents

 Single Parent

Secure Online forms are handled by Docusign

Complete Online Form

and Upload Documents

Are your ready, Download our tax readiness Checklist!

2019 OBS Tax Readiness Checklist.pdf
Adobe Acrobat document [237.3 KB]

Information for Executors

Have you ben tasked with looking after the affairs of a Loved one.  being an Executor carries not only the Trust of your loved on to ensure that your estate is distributed exactly as they wished, but it also carries some enormous Legal consequences, especially with the CRA.

 

To assist you, OBS Financoial has Created an information pachake that will guide you though the your duties, and can be shared with beneficiaries, so that everyone understands what is required.

 

The packages below should be attended to As soon as Possable by all executors

 

We have also created a Registration Package that includes authorizing representatives, so that the Income tax returns are ready to be filed

The Electronic Services Portal

Registration Center

This is where you go to use our online Registrations Forms. Once you are finished, youy will have the ability to add documents

Upload Center

Check out our easy to use Upload Center, You are just a phone clicks away from sening us your tax documents

Tools

Visit our tools and resouces page for Forms and Documents that make it easier for you to get your tax documents organized.

How to Video's

Are you to technology, or are you having problems with our Electronic Services Portal.

Check out thes easy to use video's.

How to Guides

Do you want a Crib Sheet to print off, showing you steps on how to use our Electronic Portal.

Download out tools here

Other Forms

Is there something we are missing, Visit our Other page to find some of our less used resources

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