Welcome back, John!

Here's an overview of your account

Notice of Assessment Pending

You have 1 NOA that requires your attention. Please review and upload any required documents.

12
Documents Stored
3
Tax Returns Filed
2
Unread Messages
1
Pending NOA

Quick Actions

Upload Document
Send Message

Recent Activity

PDF
T4_2023.pdf
Uploaded Dec 5, 2024
DOC
Business_Expenses.docx
Uploaded Dec 3, 2024
XLS
Income_Statement.xlsx
Uploaded Dec 1, 2024

File Cabinet

Organize and access all your documents

Your Folders

Tax Documents
8 files
Business Records
5 files
Receipts
12 files
GST/HST
3 files
NOA Documents
2 files
Other
4 files

Recent Files

PDF
T4_Statement_2023.pdf
Tax Documents • 2.3 MB • Dec 5, 2024
DOC
Business_Expenses_Q4.docx
Business Records • 1.1 MB • Dec 3, 2024
XLS
Income_Statement_2023.xlsx
Business Records • 856 KB • Dec 1, 2024
IMG
Receipt_Office_Supplies.jpg
Receipts • 420 KB • Nov 28, 2024

Upload Documents

Securely upload your files to your account

Upload Files

Drag & drop files here

or click to browse your computer

Supports: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG (Max 25MB)

Finance Sample data

Your accounts, updated from your secure bank connection

Accounts

Recent activity

Categories are set by your bookkeeper

Taxes Sample data

Where you stand this year, and what is still outstanding

GST/HST

Deductible expenses by category

Codes are the CRA lines your return is filed on

Notice of Assessment

View and manage your NOA documents

Action Required: 2023 NOA

The CRA has issued a Notice of Assessment for your 2023 tax year. Please review and provide any required documentation.

NOA History

PDF
NOA_2023.pdf
Tax Year 2023 • Pending Review • Dec 1, 2024
Pending
PDF
NOA_2022.pdf
Tax Year 2022 • Completed • Apr 15, 2023
Completed
PDF
NOA_2021.pdf
Tax Year 2021 • Completed • Apr 20, 2022
Completed

Tax Returns

View your filed tax returns

Filed Returns

PDF
Tax_Return_2023.pdf
Personal Tax • Filed Apr 25, 2024 • Refund: $2,450
Accepted
PDF
Tax_Return_2022.pdf
Personal Tax • Filed Apr 15, 2023 • Refund: $1,890
Accepted
PDF
Tax_Return_2021.pdf
Personal Tax • Filed Apr 20, 2022 • Balance Due: $320
Accepted

Messages

Communicate with your accountant

Inbox

AS
Dana Whitfield 2 hours ago
Your 2023 Tax Return is Ready
Hi John, I've completed your 2023 tax return and it's ready for your review. Please log in to your portal to...
AS
Dana Whitfield 1 day ago
Documents Required for NOA Response
Hi John, The CRA has requested additional documentation for your 2023 Notice of Assessment. Please upload...
AS
Dana Whitfield 3 days ago
Welcome to Northpath Bookkeeping!
Welcome to Northpath Bookkeeping! I'm excited to work with you on your tax and bookkeeping needs. Here's how...

My Profile

Manage your account settings

Personal Information

Change Password