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Homeroom E-Return: “I am digitally illiterate. How does the e-signature work?”

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Forget that pen. Unplug that printer. Signing documents just got hella easier and funner. Let’s jump right in!

Now that you know how to securely submit your online tax documentation, how do you sign all the paper we email your way without turning on your printer?

Each year, we get more advanced and efficient with everything we do. Next year, we will be using the user-friendly DocuSign app to send tax returns securely.

E-Signature Is The Way

The electronic signature allows you to sign your tax return draft from anywhere! The Canada Revenue Agency (CRA) accepts personalized electronic signatures. Save the paper err day, all day!

How does the e-signature work?

  1. Go to your inbox and open the email from Homeroom Team.
  2. Click on the yellow button “Review Document.”
  3. Read the document carefully to ensure everything OK eg your address, full name, etc.
  4. Tap “Start” (top right) to begin signing.
  5. Click on the area on your screen that is highlighted with a tiny red arrow pointing down to begin to sign.
    1. Mobile Phone: Use tip of your finger to sign your name.
    2. Computer: Use your mouse to sign * Make sure you are using personalized signature NOT the typed-out version.
  6. Click FINISH (top right corner) when you are done.
  7. You will receive a copy via email. You can securely save your document online FREE with DocuSign.

If you experience any issues or get stuck along the way, give us a call at 604-739-9536.

Next week’s blog post will highlight the turnaround of filing your tax return!

 

Homeroom E-Return: “My tax return is too complex. How will I properly explain my situation?”

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Is your tricky tax situation keeping you in the dark?  | Photo by Alexas_Fotos via Pixabay

 

By now, you’re probably feeling a bit more keen to dip your toes into the world of online tax filing, and save yourself time and money!

But what about that extra self-employment income you earned mid year after that messy divorce when you quit your full-time job at the school your kid goes to, right before you moved out and started working part-time as an actor?

Sure. Not every tax situation is clear-cut and on a snap-and-send basis, like the Homeroom E-Return requires. You might feel the need to explain your situation to us in-person.

Thing is, MOST of the time, clients presume their tax situation is more complicated than WE know it is. We’ve seen it all, and it is seldom THAT extra.

Do it up, and leave the rest to us, the pros! We know where to find you (and we mean that in the nicest, non-stalkerish, most helpful way possible!)

  1. Complete the intake form.
    1. This form is designed to ask ALL the important questions that will allow us  to file your tax return.
      1. Eg: How many tax forms do you have, which year are you filing for, what is your marital status, are you self-employed, etc.
  2. We will review your form and send you instructions on how to submit your tax documentation.
  3. We will schedule a phone call or email you any questions we may have.
  4. We will send you a tax return draft to review.
  5. We will e-file your tax return when we receive your signed tax draft.

 

Save big money when you opt for online tax filing!

Currently, we are ONLY accepting Homeroom E-Returns. But come tax time, you will have the option to schedule an in-person appointment or drop-off your documentation.
To encourage easy and safe tax filing, you will receive the best Homeroom rate when you request the Homeroom E-Return!
See price chart below.

Next blog post will delve deep into the electronic signature that will make even the computer-illiterate want to e-sign!

Homeroom E-Return: “Is it secure to submit my tax docs online?”

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Look up at the bright sky dotted with tiny humans dangling off stringed balloons, and you might wonder why anyone would want to take such beautifully vicious plunge to their  death. Statistically, however, paragliding is as safe as driving.

And just like paragliding, submitting your personal tax documentation online has never been more secure or fast! Send us photos or scanned copies of your paperwork in a snap and know that a professional has got your back!

We will email you instructions on how to securely submit all your paperwork to our unique LedgerDocs email address (see waaay below).

Here’s a blurb from the LedgerDocs website on the security of the growing app:

LedgerDocs’ first priority is to ensure that your information remains safe. We have invested in innovative architectural engineering to provide maximum data durability and availability, while using cutting edge security features to take special care of your data.

  • LedgerDocs uses a 256-bit SSL encryption to protect any information that travels between your browser and LedgerDocs. This is the same encryption that banks use for online transactions.
  • All of your data is backed up regularly to multiple locations, ensuring that there is no data loss in the event of a natural disaster.
  • Users are able to easily grant and revoke access privileges to documents and files with one click

On the real real

  • Avoid losing paperwork
  • Send files from anywhere with Wi-Fi *no appointment or parking required
  • Feel like a professional is holding your hand the entire time *in a non-creepy way, of course!

How do I send my files?

  1. Scan your tax paperwork OR snap pictures of it
  2. Go to your personal email inbox and attach up to five files MAX
  3. If you’re feeling up to it, type us a message as you would ANY other email
  4. Send to our LedgerDocs email: homeroom@app.ledgerdocs.com
    1. Subject: [YOUR NAME] Tax return
    2. Email: Please find attached [NUMBER OF TAX SLIPS]
  5. Delete from your Sent Mail email folder (if you want to be extra safe)
  6. Your job is done! Now you have the rest of the day to do what makes YOU happy! Paragliding, perhaps?

Still not convinced Homeroom E-Return is for you?

Next week, we will answer the question: “My return is too complicated. How will I properly explain my situation?”