Alfa Client Portal

Just start. We'll guide you from there.

No registration required.
✓ Sending your tax documents is easier than you think.
✓ Take a clear photo of your documents with your phone.
✓ Upload your digital files if you already have them.
✓ We'll show you which documents you need to send.
Don't worry if you don't have every document ready. Simply upload what you have, and one of our friendly team members will let you know if anything else is needed.
Step 1: Marital Status 8% Complete
Step 01 of 12

Marital Status

Please select your marital status as of December 31.

Step 02 of 12

Your Information

Enter your primary personal identification information.

🔒 Your SIN is encrypted and kept secure.
Step 03 of 12

Spouse Information

Enter your spouse or common-law partner's details.

Step 04 of 12

Children Information

Add dependent children details if applicable.

Step 05 of 12

What Would You Like to Claim?

Select all applicable tax categories (select multiple as needed):

Step 06 of 12

Required Documents

Based on your selections in Step 5, here are the documents you should prepare to upload in Step 11:

💡 Reminder: Don't worry if you don't have every document ready right now. Simply upload what you have in Step 11, and our team will guide you on the rest.
Step 07 of 12

Current Address

Please provide your current mailing address.

Step 08 of 12

Rent or Property Tax

Did you pay rent or property taxes during the tax year?

Step 09 of 12

Contact Information

How can our tax preparation team reach you?

Step 10 of 12

Newcomer to Canada

If you are a newcomer to Canada, please enter your landing date.

Leave blank if you are not a newcomer to Canada in this tax year.
Step 11 of 12

Upload Documents

Upload your tax slips, receipts, and documents. Your files are securely transferred and temporarily stored in our protected document vault.

Choose Documents or Drag & Drop Here
Accepted formats: PDF, JPG, PNG, DOCX, XLSX (Max 25MB per file)
Step 12 of 12

Review & Confirmation

Please review your summary below and certify your submission before submitting.

👤

Primary Taxpayer

Full Name —
Date of Birth —
SIN (Masked) —
Marital Status —
Email —
Phone —
Current Address —
👨‍👩‍👧‍👦

Family Information

Spouse / Common-Law N/A
Children / Dependents None
📋

Claims & Uploaded Documents

Selected Claim Categories None selected
Housing Status Not specified
Documents Attached 0 files selected