Service-area business based in Brampton • Serving clients across Canada and the USA

Partnership Tax Returns

Partnership return preparation across Canada and the USA, based on your partnership records and agreed filing requirements.

What may be included

Service details

  • Canada: T5013 — Partnership information return
  • USA: 1065 — Partnership income return
  • Review of partnership financial records
  • Coordination of partner allocation information
  • Prior-year and catch-up returns, subject to review

Preparing for the engagement

Records normally requested

  • Partnership agreement and ownership details
  • Year-end trial balance and financial statements
  • Partner contribution and withdrawal records
  • Prior-year returns and tax correspondence

Document safety: Do not send sensitive records through the public enquiry form. Document-delivery instructions will be discussed after the scope is confirmed.

Questions about this service

Frequently asked questions

How is the scope confirmed?

We review your service needs, records and deadlines during consultation, then agree the work and fees before proceeding.

How should I share confidential records?

Document-delivery instructions are provided after the engagement scope is confirmed. Do not submit tax identifiers, returns, passwords or documents through the public enquiry form.

Next step

Discuss your needs before sending records

Use the consultation form to describe the service, deadline and current status using general information only.

Book a free consultation