Dan's Tax Service

01/29/2026

Well everyone, it is almost that time again. CRA is shutting down their E-file service tomorrow evening so they can make the updates for the 2025 tax season. They will re-open their E-file service on Monday, February 23rd and start accepting and processing 2025 tax returns.

We are ready to start preparing 2025 returns now, and have them ready to e-file to CRA on the morning of February 23rd.

You can contact me through Messenger, or by email to [email protected] when you are ready to file your return.

So far, only the CPP - T4A(P), Old Age Security - T4A(OAS), and Advanced Canada Workers Benefit - RC210 slips are available at CRA for 2025. The EI - T4E slips should be online very soon, if they are not available yet. If you only collected Old Age and CPP, we can prepare your return now so it is ready to e-file on the 23rd.

If you have not used my services in the past and would like to this year, please email me your full name, SIN, and the amounts from Lines 15000 and 23600 of your 2024 Notice of Assessment or the Tax Summary you received from the company you filed with last year.

11/12/2025

Well, last year was a crazy tax season. It was so busy, I couldn't get back to some customers for weeks. As promised, this coming tax year I have hired help to look after all emails and Facebook messages.

If you are a returning customer, simply email [email protected] and request that we prepare your return. We will download everything that CRA has on file for you and send you an email informing you of what we were able to retrieve from CRA. If you have any additional slips or receipts, simply take a picture and email them to us and we will complete your return.

If this is the first time using Dan's Tax Service, click the link below to open the Interview Checklist. Once the Interview Checklist opens in Facebook Viewer, click the download icon to download it to your device, then right-click the Interview.pdf file and select, "Always open with system viewer". This will open the form in Adobe instead of in your web browser. For security reasons, it is safer to fill out the form on your personal device with Adobe as opposed to entering your personal info on a web browser. Once you complete the checklist, click the Submit button and an email will be generated with the Interview Checklist attached.

Unfortunately, CRA has changed the way preparers are authorized on customers accounts now. We will need the amount from Line 15000 of the most recent return you filed, or from the Tax Summary you may have received. There is a place to enter that amount on the Interview Checklist. If we have that amount, we will be able to retrieve the authorization form from CRA and email it to you for your e-signature.

05/02/2025

Hey everyone. Some lowlife, with nothing better to do than clone accounts, or play with himself (he's probably not very good at either), has cloned my account again and is sending out friend requests offering a free giveaway. Please report the request and delete it.

01/24/2025

Well, it is almost that time again. I have already started to prepare a handful of returns. Once you receive all your slips and receipts, we can start preparing your 2024 tax return now.

The first date to e-file returns is February 24th. That gives us time to ensure you have received all your slips. If you believe you have everything now, send me a message and we can get your taxes done now, and then e-file them on the 24th of February. And yes, for those that choose to file now, I will be checking your account at CRA for any missing slips before e-filing your return on February 24th.

Send a message to learn more

02/04/2024

Hey everyone.

With tax season quickly approaching, I thought I should let everyone know my email address is no longer [email protected], we canceled our MTS account.

The new email address is [email protected]. I sent a mass email to my clients a while back but some may not have seen it.

06/23/2022

Hi Everyone, it's been a while since I last posted anything, it has been a busy year and it hasn't slowed down yet.

I have to share something CRA has done this year, or should I say has not done. I need this post to go viral and reach everyone in Canada coast-to-coast so please share. I know this is a long post but please read to the end, it could be affecting you, a friend, or a loved one.

If you have not heard of the Canada Workers Benefit (CWB), formerly called the Working Income Tax Benefit (WITB), it is a refundable benefit for low to middle income individuals and families. For 2021 the maximum refundable benefit for a single taxpayer was $1,395 and for a single parent or married/common-law couple it was $2,403. For a single taxpayer, you would receive the maximum benefit of $1,395 if your income fell between $8,167 to $22,944. After $22,944, it starts to be reduced by 15% of the income that exceeds $22,944 until it is eliminated once the income exceeds $32,244. For a single parent or married/common-law couple, they would receive the maximum benefit of $2,403 if their combined income fell between $11,900 to $26,177. After $26,177, it starts to be reduced by 15% of the income that exceeds $26,177 until it is eliminated once the income exceeds $42,197.

For 2021, the federal government made a change for married/common-law couples. They introduced the Secondary Wage Earner Exemption. This would allow one spouse to claim an exemption of up to $14,000 against other the spouses working income. Let me explain how this works, let's say John has $25,000 in employment income and Mary has $15,000. Without the exemption, either John or Mary could have claimed the CWB of $329.55 based on their total family income. With the introduction of the exemption, because both of their working incomes are greater than the $14,000 exemption, either one could claim the $14,000 exemption against the other's working income. This would reduce their combined family income for CWB purposes to $26,000. With the exemption, John or Mary could receive the maximum $2,403 for CWB.

Sounds great right? It would be if CRA had a clue what they were doing. For the 40,000+ returns our company completed, on over 200 of them CRA decided to add back the income that was exempted to either reduce or eliminate the CWB. This isn't a liitle bit of money either, we are talking about over $150,000 of missing refunds on only 200 customers

Now I have been able to file adjustments for those customers to retrieve the additional CWB. My concern are the thousands of taxpayers across Canada that CRA decided to screw. If the taxpayer is unaware what CRA did, they may just assume the return was wrong to begin with and would not question it.

If you or anyone you know did not receive the refund they were expecting, have them check their notice of Assessment. If there is a paragraph that reads something like, "Due to a calculation error we have reduced your Canada Workers Benefit" or "We changed your spouse's or common-law partner's working income to agree with the amount in our records", then they may have been affected by CRA's lack of knowledge. Have them address the issue with their tax preparer and get an adjustment filed if necessary. If they cannot get the help they need, get them to contact me and I will help them. I may be busy and it make take a few days but I will find the time to help them make it right.

Once again, please share this post with everyone you know. I have contacted CRA several times about the issue, they have not made the issue public, they have not done anything about it and it is still happening today.

03/17/2022

Hey everyone. For those who are still waiting for their T4A(P) and/or T4A(OAS) slips from Service Canada, they are not coming. It appears Service Canada has made them available online if you want to log into your Service Canada account and print out the copies for yourself but they won't be coming in the mail. If you have been waiting for them yourself so that you can get your tax return done or you know of someone that is waiting, please let them know. If you go to a tax preparer that has access to your CRA account, they can download the slips themselves. If you have set up MyAccount at CRA, you can also access the slips without getting them from Service Canada.

01/26/2022

One more change for 2021, the Enhanced Travel Deduction. This is for taxpayers living in Prescribed Northern Zones or Prescribed Intermediate Zones. Before 2021, you would have had to of received a taxable travel benefit from your employer to be eligible to claim any travel taken outside of the community. You would pay the travel expense, submit your expenses to your employer, and your employer would reimburse you for your expenses. This reimbursement would be applied to your income as a taxable benefit and reported on your T4. If your employer did not offer a travel benefit, you were on the hook for any travel expenses you incurred.

The Federal government decided that it was unfair that not all taxpayers living in remote Northern communities were allowed to claim their travel expenses simply because their employer did not offer it. For 2021 and future years, every taxpayer living in a prescribed northern or intermediate zone will be allowed to claim up to $1,200 in travel expenses for each family member. The same limitations that apply to the Northern Residents Travel deduction also apply to the Enhanced Travel deduction. The deduction is limited to the lesser of the total benefit; the total cost of the trip; and the lowest return airfare to the nearest major center.

If you live in a prescribed northern or intermediate zone and have any questions about the deduction, shoot me a message and I will be happy to discuss it with you.

01/26/2022

There is more news for Manitobans this year. As of 2021, Manitoba Finance has started their phasing out of the EPTC (Education Property Tax Credit). Most people refer to this as the rent credit. If you pay property taxes and receive the credit on your tax bill, you would have noticed that it was reduced from $700 to $525 this year. To help offset the reduction, Manitoba Finance issued a payment to all homeowners that pay property taxes, the amount received was equal to 25% of your school taxes. For those that pay rent, the $700 credit they would receive when filing their tax return has been reduced to $525 for 2021. The EPTC will be phased out completely by 2025.

01/26/2022

Hello everyone. Well tax time is right around the corner and there has been a few changes this year. One of the biggest changes is the elimination of the Climate Action Incentive. Now it has been removed from the tax return but it is not gone. CRA will now pay out the benefit quarterly, starting in July, just like the GST credit. The first payment will be in July and you will receive both the April and July payments. There is still no indication as to what the amount of the benefit will be. I will keep you posted.

12/24/2020

CRA has announced changes to help those forced to work from home due to the pandemic.

In any typical year, if an employee is required to perform some or all of his or her duties of employment from home, they would receive a T2200 form from their employer with their T4 slip. This form details which expenses the employee was responsible for and how much (if any) was reimbursed to the employee. The employee could then fill out the T777 form and claim a deduction against their total income for employment expenses.

This year, due to the shear volume of people forced to work from home, CRA has generated a simplified T777 form that all employees, that were forced to work from home due to the pandemic for more than 50% of the time over a period of at least four consecutive weeks, could fill out without the need for the employer to issue the T2200. The T777(S) allows eligible employees to claim a deduction of $2 for each day they worked from home in that period, plus any other days they worked from home in 2020, to a maximum deduction of $400.

Now before you get all excited, your refund is not going to increase by $400. This is a deduction that reduces taxable income. So if your total income in 2020 is $30,000 at Line 15000, then after the deduction your net income at Line 23600 will be reduced to $29,600. You save the tax payable on the $400 deduction. For Manitoba residents with total income less than $33,389, you will save $103.20. If your income is more than $33,389 but less than $72,164, you will save $133.00. And if your income is greater than $72,164, you will save between $173.60 and $201.60.