DocPal

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

Broker Information

Client Information

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!
 
Remove
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.
Consent
By submitting this form*
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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