On Demand Docs

2 Years NOA
2 Years T4s
Statement Of Account
Up to 12 months bank statements
T1 Summary
Child Tax Credit Documents
T2s
T5s
Pricing plus HST
Can provide more years if needed.
New Product offer – 12 Month Income/Job Verification Cash Flow Report. at $7.99 per client pull.

$21.99 for 1 month

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Client Information

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Document Request

We send the last 2 years available for each selection below. If you need a specific document please let us know in the notes box below. Thank you!

Checkbox Group

Notice of Assessments

Statement of Account

T4s

Statement Of Account

Bank Statements

T1 Summary

T2s

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If the completed authorization form is not attached, your client will receive an email with a link to sign the form electronically. To obtain a copy of the form, please email your BDM.

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you will receive the requested tax documents for the above noted client. In conjunction with the authorization form you will be required to protect this information based on the standards of the industry and FinU/DocPal takes zero responsibility for lost or stolen information passed to you as the assigned agent.

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On Demand Docs

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All right reserved 2020 Docpal