Stop chasing tax returns through email

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

How many years of tax returns do advisors typically collect?

Many Ontario planning engagements request 2–3 years of T1 generals and matching Notices of Assessment. Your checklist can list each year as a separate line item.

Can clients upload photos of tax slips?

Yes, though you may reject blurry uploads and request a clearer scan through the approve/reject workflow.

Does Hivi-X calculate tax or contribution room?

No. Hivi-X collects documents. Tax planning and RRSP/TFSA room calculations remain in your planning tools.

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