Drop-Off Tax Services
Simple, contactless tax support.
Does a phone appointment not work well for you? No problem! Fill out your information on a drop-off form and then send it to us securely online or by dropping it off at our office.
Getting Prepared
Make sure you (and your partner, if applicable) know:
Your name as it is on file with Canada Revenue Agency
Your Social Insurance Number (SIN)
Your date of birth
If you have any children under 18 who live with you or infirm adults in your care, know their name, date of birth, SIN, and net income
Your sources of income, especially any casual labour or tips that you didn’t get a T-slip for
Eligible medical expenses (you can request a printout from your pharmacy!)
Charitable donations
Rent or property tax info
If you are married or in a common-law relationship, your partner should also be present so that your returns can be filed together, ensuring correct benefit calculations.
Drop-off Instructions
These instructions are for filling out the drop-off form for you or your family. If you are a service provider assisting your client with this form, please visit our Verified partner program page for instructions.
Print off the form to fill out by hand OR complete the form on the computer.
Complete all sections that apply to you.
If you filled out the form on the computer, print it out now and sign.
To verify your identity, either scan your ID and sign the photo, or take a selfie of yourself holding your photo ID.
You have three options for getting us the drop-off form, signed authorization forms, and other supporting documents (ID verification, copies of rent receipts, etc).
Drop-off Options
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Put your documents in an envelope and clearly label the outside with your name and write the words “Client Drop-Off” on the outside. Our office is located at 294 Portage Avenue on the 5th floor. Suite 500 is directly in front of the elevators, and there are a mail slot and bin to the right of the door to deposit your envelope.
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Address your envelope as follows:
CVITP - Client Drop-Off
516-294 Portage Ave
Winnipeg, MB
R3C 0B9 -
Take a very clear picture or scan of each page of the drop-off form and authorization forms.
Finish reading these instructions, and then click the link below to open the e-Courier Security Deposit Box. e-Courier is an end-to-end encrypted file transfer service so your data will be kept absolutely secure. CRA has approved this process.
Type in your email.
Upload those pictures or documents by clicking the button below and attaching them where it says Attachments.
Put your last name, then first name followed by “Client Drop-Off” in the Subject line. Example: SMITH, JOE - Client Drop-Off
Include any additional details about your tax situation or the files as needed in the Secure Message section.
Double check your files were attached, then click Send Secure Package.
Ready to start?
Click the link below to download the drop-off form, then follow the instructions above as you complete it.