This is nearly how it works in Canada. I grant access from my accounting software to my Canada revenue agency account and pretty much just verify it’s correct and fill in some of the non registered investment stuff which happens to be mostly with the institution whose software I use anyways.
The software is free. It even checks my wifes to optimize the returns.
If they are missing something, is it easy to ammend what they send, or do you gotta start from scratch and you can only use that as a reference?
There is no ‘scratch’, you login and practically everything is filled out. If you want to change or add something, you can do so.
Sounds awesome. Wish we had that.
This is nearly how it works in Canada. I grant access from my accounting software to my Canada revenue agency account and pretty much just verify it’s correct and fill in some of the non registered investment stuff which happens to be mostly with the institution whose software I use anyways.
The software is free. It even checks my wifes to optimize the returns.
Yep, it’s all a bunch of forms and you can edit the info that is prefilled.
There’s a rare few forms which still need to be sent in on paper, but most can be sent in digital form.