We have created a how to video to show you just how easy it is to upload your documents from your phone!
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.
Click here to use our online Registration Forms. Once finished, you will have the ability to add documents.
Check out our easy to use Upload Center. You are just a few clicks away from sending us your tax documents.
Visit our Tools & Resources page for forms and documents that make it easier for you to get your tax documents organized.
Are you new to technology, or having problems with our Electronic Services Portal.
Check out these easy how to video's.
Do you want a Crib Sheet to print off, showing you steps on how to use our Electronic Portal?
Download our tools here.
Is there something we're missing? Visit our Other Forms page to find some of our less used resources.