How to Submit Paperwork for Stress-Free Taxes

When tax season rolls around, the last thing you want is to scramble for receipts or worry about missing documents. At Beagle Accounting Ltd., my goal is to make your life easier—so you can submit your paperwork in whatever way works best for you, and I’ll handle the rest.

The Easiest Ways to Get Your Paperwork to Me

1. Use the Secure Online Client Portal

Most clients now upload their documents through my secure portal. It’s private, easy to use, and available 24/7. Just scan or snap a photo of your receipts, invoices, or statements, and upload them at your convenience.

2. Prefer Paper? No Problem!

If digital isn’t your thing, you can still mail or drop off your paperwork. I’ll make sure everything is organized and entered—no need for you to worry about data entry or accounting software.

What Documents Should You Submit?

• Receipts and invoices for business expenses

• Bank and credit card statements

• Payroll records (if applicable)

• Any government correspondence (like CRA letters)

• Anything you’re not sure about—send it along and I’ll review it!

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Tips for a Smooth Experience

• Try to submit paperwork regularly, not just at year-end. It helps prevent last-minute stress and ensures nothing gets missed.

• Use folders or envelopes to keep things organized if you’re sending paper documents.

• If you’re using the portal, group similar documents together for easier uploading.

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Let’s Make Tax Time Simple

You don’t need to learn new software or worry about formats—just send your paperwork, and I’ll take care of the rest.

Ready to get started? Book a virtual consultation or email office@beagleaccountingltd.com.