COMPLETE OUR ONLINE REGISTRATION FORM

AND UPLOAD YOUR TAX SLIPS AT THE SAME TIME!

 

NEED HELP?

 

We have created a how to video to show you just how easy it is to upload your documents from 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 been tasked with looking after the affairs of a loved one? Being an Executor carries not only the trust of your loved one to ensure their estate is distributed exactly as they wished. But it also carries some enormous legal consequences, especially with the CRA.

 

To assist you, O.B.S. Financial has created an information package that will guide you though 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 possible by all executors.

 

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

The Electronic Services Portal

Registration Center

Click here to use our online Registration Forms. Once finished, you will have the ability to add documents.

Upload Center

Check out our easy to use Upload Center. You are just a few clicks away from sending us your tax documents.

Tools & Resources

Visit our Tools & Resources page for forms and documents that make it easier for you to get your tax documents organized.

How to Video's

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

Check out these easy how to 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 our tools here.

Other Forms

Is there something we're missing? Visit our Other Forms page to find some of our less used resources.

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