Self-quote instructions:
- Fill in the requested information to obtain a self-quote for our prices as of today.
- Since our rates increase depending on the date the file is fully submitted, it is possible that the price may differ slightly at the time of filing if you do not promptly file your file after using the self-quote tool.
- Prices are valid based on the answers you give, make sure you answer the questions correctly.
Little tips before you start:
- Since our rates increase based on the date the file is fully filed, the earlier you file, the more you save.
- You can start the form and come back to submit documents later, the data is automatically saved.
- The payment is by credit card only, make sure you have it with you.
Several years to submit?
The feature is under development.
For the moment, you can redo this form several times in a row (year by year).
Most of the data will already be prepopulated.
Be sure to double check if this information is still valid.
Be sure to double check if this information is still valid.
Note that you can complete the form in both languages despite this preference. *
Frequently discussed topics:
- Retirement planning.
- RRSP, RESP or TFSA? where to invest my money?
- How can I finance my child's studies?
- Invest or pay off my mortgage? *
Childs, parents, grands-parents, etc. residing at the same address.
You must provide your dependent's information here, even if there has been no changes from prior years.
In case of a shared custody, make sure the other parent does not claim the same dependent.
Estate of a deceased person
Unfortunately, your situation is not supported with Effisca Tax.
Bankrupcy and post-bankrupcy tax returns
Unfortunately, your situation is not supported with Effisca Tax.
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If departure from Canada, select the province when you left. *
Quebec's drug insurance | My own group insurance | Group insurance (parent/partner) | RAMQ Exemption (specify) | |
January | ||||
February | ||||
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April | ||||
May | ||||
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September | ||||
October | ||||
November | ||||
December |
To determine which method is the most advantageous, you can use this online calculator produced by Revenu Québec
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If departure from Canada, select the province when you left. *
Under these conditions, this person generally does not need to file a Canadian return.
Be sure to answer "no" to the next question unless an exception applies.
We highly recommend to file both partners at the same time to optimize deductions. *
(Although an approximate amount is accepted, the actual amount would be better)
* Optimizations beetween partners may be necessary. Extra fees may apply.
Quebec's drug insurance | My own group insurance | Group insurance (parent/partner) | RAMQ Exemption (specify) | |
January | ||||
February | ||||
March | ||||
April | ||||
May | ||||
June | ||||
July | ||||
August | ||||
September | ||||
October | ||||
November | ||||
December |
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If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *
Effisca offers a discounted price for dependents to help optimize your returns. *
Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.
There will be a list of douments to provide in the next steps of this form.
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If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *
Effisca offers a discounted price for dependents to help optimize your returns. *
Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.
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If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *
Effisca offers a discounted price for dependents to help optimize your returns. *
Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.
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If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *
Effisca offers a discounted price for dependents to help optimize your returns. *
Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.
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If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *
Effisca offers a discounted price for dependents to help optimize your returns. *
Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.
PLEASE NOTE: every expense counts here, even the home office. *
Note that our fees are deductible when you have self-employed to declare.
Note that this fees adds up to the base price. (215.00 $ per schedule) *
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Note that this fees adds up to the base price. (107.50$ per schedule) *
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Please check NO at the first question of this page.
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In general, a schedule must be prepared for each owner.
If you and your spouse owned the property, we will need to file two schedules. *
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Worldwide assets include all assets wherever they are in the world, including Canada and foreign countries.
Worldwide assets includes life insurance policies, lands, real estate, stocks and investments in Canada or outside Canada. *
Worldwide assets include all assets wherever they are in the world, including Canada and foreign countries.
Worldwide assets includes life insurance policies, lands, real estate, stocks and investments in Canada or outside Canada. *
Make sure you complete the appropriate section of the questionnaire upon arrival or departure from Canada.
On the other hand, if you have already been a tax resident of Canada in the past and returned to Canada, this exemption does not apply to your situation and you must file the T1135.
Contact us if you need further clarification.
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Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
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T1135 - please fill in our questionnaire on our website and upload it here.
*On the other hand, if you have already been a tax resident of Canada in the past and returned to Canada, this exemption does not apply to your situation and you must file the T1135.
Contact us if you need further clarification.
![](images/pipe_vert.png)
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Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
![](images/pipe_vert.png)
Please uncheck the contradictory option.
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Complex
In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Intermediate
The price for this form is 275.00$ in your situation.
![](images/pipe_vert.png)
Your T1135 difficulty category is Simple
The price for this form is 175.00$ in your situation.
![](images/pipe_vert.png)
T1135 - please fill in our questionnaire on our website and upload it here.
*Note that this is an extra fee. (300.00 $ per person) *
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All of these situations are billed per minute.
As it is not possible to determine exactly the time required, these items will be invoiced later.
Here are the current prices (we will match appropriate level of complexity) :
Billed per minute:
Technician: 3.00$
Tax director: 7.00$
Tax master.: 7.50$
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If yes, no need to re-register unless your bank details have changed. *
6.00$ / exceeding document) *
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This is because any aditionnal document added will force us to reanalyse the whole file and redo verifications steps.
Please ensure nothing is missing before submitting the file. *
Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.
Estate of a deceased person
Unfortunately, your situation is not supported with Effisca Tax.
Please note that a tax return of a deceased person is handled by Effisca.
It is different from the tax return of an estate or a trust, they are distinct tax returns.
Do not hesitate to contact us if you need further clarification.
Bankrupcy and post-bankrupcy tax returns
Your situation is not supported with Effisca Tax.
Thanks for your trust.
IRS STREAMLINED PROCEDURE
The streamlined procedure has specific elements, if you want to use streamlined for this tax return, here are specific instructions:
- Processing times are different for this type of file.
- You will have to file several years in a row because this type of procedure generally includes several tax years.
- Additional forms must be completed, in addition to those covered on this platform, additional fees apply.
Contact us right now if you are not familiar with these specificalities :
- hello@effisca.com
- 514-316-3472
- Schedule a videoconference with an expert
We thank you for your trust!
Choose only one option that best describes the situation. *
Would you like to: *
You must combine the value of bank account, investments, RRSP's, RESP's, TFSA's, FHSA's etc.). *
Depending you situation:
Unmarried or married but not filing jointly your tax returns:
>75 000$USD at anytime during the year
>50 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>150 000$USD at anytime during the year
>100 000$USD at December 31st of the year *
Depending of your situation (living outside the USA):
Unmarried or married but not filing jointly your tax returns:
>300 000$USD at anytime during the year
>200 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>600 000$USD at anytime during the year
>400 000$USD at December 31st of the year *
There can be many answers. *
Only one country possible. *
US citizens & green card holders
There can be multiple answers. *
Choose only one option that best describes the situation. *
Would you like to: *
You must combine the value of bank account, investments, RRSP's, RESP's, TFSA's, FHSA's etc.). *
Depending the situation:
Unmarried or married but not filing jointly your tax returns:
>75 000$USD at anytime during the year
>50 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>150 000$USD at anytime during the year
>100 000$USD at December 31st of the year *
Depending of your situation (living outside the USA):
Unmarried or married but not filing jointly your tax returns:
>300 000$USD at anytime during the year
>200 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>600 000$USD at anytime during the year
>400 000$USD at December 31st of the year *
There can be multiple answers *
Only one answer possible. *
US citizens & green card holders
There may be multiple answers. *
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Does this dependent have to file a US return?
This will be the case if she is an American citizen and has income, for example.
Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.
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Does this dependent have to file a US return?
This will be the case if she is an American citizen and has income, for example.
Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.
*![](images/pipe_vert.png)
Does this dependent have to file a US return?
This will be the case if she is an American citizen and has income, for example.
Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.
*![](images/pipe_vert.png)
Does this dependent have to file a US return?
This will be the case if she is an American citizen and has income, for example.
Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.
*![](images/pipe_vert.png)
Does this dependent have to file a US return?
This will be the case if she is an American citizen and has income, for example.
Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.
*Check all that applies to you and / or your spouse / partner. *
Download the questionnaire about disposition of principal residence and upload it here after filing it.
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Download the questionnaire for building history and upload it here after filing it.
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Only for 2021 tax year *
Please download the US Financial Reporting questionnaire, fill it and upload it.
*-RESP (Registered Education Savings Plan) - including grants
- TFSA (Tax-Free Savings Account) - FHSA (First Home Savings Account)
- RRSP (Registered Retirement Savings Plan)
- All bank accounts (savings account, checking account) - Investment accounts - Etc. *
If you gave gifts of more than 17 000$USD (max for 2023) to anyone, give these information for each donation :
name of beneficiary
amount given
relation beetween you and the beneficiary
reason purpose why you made the donation (ex. to pay school, medical fees, etc.)
indicate if the beneficiary is an american person or not
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We will not include these in your quote unless.
Do not forget to include all family members who need a tax return.
Your U.S. residency status also requires that you report this income to the United States.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income to the United States.
Make sure to indicate “yes” to the next question.
Your residency status in Canada also requires that you declare this income on the Canadian return.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income in Canada.
Make sure to indicate the correct number of rental schedules to declare in the rental income section of the Canadian questionnaire.
Your U.S. residency status also requires that you report this income to the United States.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income to the United States.
Make sure to indicate “yes” to the next question.
If you are resident, US citizen or green card holder, self-employment income from anywhere in the world needs to be reported. *
Your residency status in Canada also requires that you declare this income on the Canadian return.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income in Canada.
Make sure to indicate the correct number of self-employment schedules to file in the self-employment section of the Canadian questionnaire.
If you are non resident, you probably don't need to report this income.
If you are resident, US citizen or green card holder, self-employment income from anywhere in the world needs to be reported.- *
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Do not count the registered accounts as they don't require filing form 8621. *
Save $75 by indicating a number of COMBO FBAR+8938 in the question below instead of indicating a separate number for the FBAR and the 8938!
Save 75$ by choosing this combo. *
You must file one for each company outside the USA of which you are a significant shareholder or director. *
Deduct 10 documents per tax return filed.(6.00$ / exceeding document) *
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This is because an aditionnal document added will force us to reanalyse the whole file and redo verifications steps.
Please ensure nothing is missing before submitting the file. *
Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.
About CANADIAN deadlines
New! Use our interactive due dates tools for personalized for custom advices!
Due date for most 2023 returns is April 30th 2024.
Exception : if you or your spouse / partner has self-employment activity, both of you can file on or before June 15th 2024, but you still have to pay before April 30th 2024.
Note that if you expect to receive tax refunds, no penalty is applied if you have no balance due.
About AMERICAN deadlines
New! Use our interactive due dates tools for personalized for custom advices!
The deadline to avoid penalties for 2023 returns is June 15th, 2024 for USA citizens or residents living outside the USA. If you live in the USA, the deadline is April 15th, 2024.
If you are non-resident, the date is April 15th, 2023, but you can ask for an extension.
The extension has to be asked before April 15th, 2024
You can ask for an extension if you need more time to file. The extension must be asked before the regular due date. We can help you file an extension if you need more time to file
Note that if you are entitled to refunds, you will generally not have penalties even if you file after the date of April 15th, 2024.
Be sure that this is the case, otherwise, you will have penalties.
Note that other financial reporting forms (FBAR, 3520, 8621, etc.) have different filing dates that need to be respected.
Please consult our actual processing times and consider Express service to avoid penalties.
Pricing
In the eventuality some elements have not been identified at the moment of your self-evaluation, I will be contacted to seek my approval for the price.
I understand that if I provide more than 10 tax documents per person, an additional 6.00$ per tax document will be added to my invoice.
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Terms and conditions
You must e-sign the returns before we can transmit them to the governement.
Once the return is given to you for approval, you will have the opportunity to make an appointment for review with the tax professional, if necessary. The revision is done in consultation at an hourly rate.
Due to the approximative nature and variable traffic, we do not guarantee the processing time. We will not be responsible in any way in case of late filing penalties or interests related to eventual delays in our processing time estimates.
Treatment delays begin once all your documents are received by us (complete file).
For double-verification purposes, we will download your current tax data directly from the CRA and Revenu Québec website.
We need a complete file to start our analysis.
Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.
We need a complete file to start our analysis.
Please gather all your missing documents and come back to complete your file.
Then check YES to the question “Have all the necessary documents above been uploaded? (in the Confirmation – United States section).
Everything you have done so far is saved.