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It outlines service limitations, e-filing requirements with consent form T183, potential late-filing penalties, key assumptions used in preparation, and fee settlement, including exclusions and possible additional charges after results are communicated.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/2020-personal-income-tax-engagement-letter-for-personal-tax-return-preparation/280192/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/2020-personal-income-tax-engagement-letter-for-personal-tax-return-preparation/280192.png","ImageObject",442,249,{"name":42,"@type":43},"\tWilliam","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-22","2026-09-16",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",12,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"When does the firm start work on the tax return?","Question",{"text":63,"@type":64},"The firm will not begin any work until the engagement letter is signed and returned. 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The client must provide it for themselves and each family member for whom a return is being prepared.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},280192,1790009935,{"code":4,"msg":82,"data":83},"success",[84,89,93,98,103,108,113,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":120,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":26},5909887254083,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","2020 PERSONAL INCOME TAX ENGAGEMENT LETTER  \nDear Sir or Madam:  \nRe: Our Services ‐ 2020 and Subsequent Years Personal Tax Return Preparation  \nWe thank you for allowing us to prepare your 2020 personal tax return(s) .  \nABOUT THIS ENGAGEMENT LETTER  \nPlease ensure you read this letter carefully, include all signatures listed at the end, and return it to us at your very earliest convenience, before you send us your tax information (by fax 613.228.8284 or upload to the Client Portal [https://logankatz.cchifirm.ca/clientportal/](https://logankatz.cchifirm.ca/clientportal/)) . We will not start any work on your tax return(s) until this letter is signed and returned to us.  \nREQUIRED INFORMATION  \nDuring our engagement, we will rely on you to provide us with complete and accurate information so that we may prepare your return(s) in a timely manner. We wish to emphasize that you are responsible for the accuracy and completeness of the information included in your return(s) .  \nTo ensure accuracy and completeness of the information to be reported in your tax return, we strongly encourage you to use or follow the TAX CHECKLIST, which is also enclosed.  \nAs part of the information reported in your return, you are required to include details with respect to the ownership of all your assets in foreign countries which exceed CAD $100,000 (i.e. foreign bank accounts, other indebtedness, shares of foreign corporations, real and other tangible property situated outside Canada, etc.). We will assume that you have no such possessions if you do not provide any information. A blank form is attached to allow you to prepare the required information accurately, and in a timely fashion. Penalties for failure to file this form by April 30, 2021 are significant.  \nLIMITATIONS OF SERVICES  \nOur services will not result in an audit of any information provided to us. We will rely entirely on your representations. Unless informed differently, we are not aware of any illegal or possibly illegal acts for which you have not disclosed to us all facts related thereto.  \nELECTRONIC FILING (E‐FILING)  \nThe CRA requires all tax preparers in Canada to e‐file all tax returns on behalf of their clients. Logan Katz adheres to this requirement. There are cases where a return will not qualify for electronic transmission for technical reasons. Should this apply to you, we will inform you of the need to paper‐file your return, and make arrangements for timely filing.  \nCONSENT TO E‐FILE (FORM T183)  \nPrior to e‐filing a tax return, we are required by the CRA to obtain a signed consent form (T183) from you (as well as for each member of your family for whom we are also preparing a return) . Please ensure you are available to provide us with the signed form, enabling us to file your return on a timely basis. In particular, you need to work out logistics, for example, if you are planning to travel while we complete your return, out‐of‐town students, etc.  \nLogan Katz LLP ǀ SRL 105‐6 ch. Gurdwara Rd, Ottawa, ON K2E 8A3 ǀ 613.228.8282 ǀ [logankatz.com](logankatz.com)  \n2 > 5  \nIf you do not provide us with signed forms T183 prior to April 30th, your return may be filed late, resulting in late‐filing penalties.  \nASSUMPTIONS  \nUnless specifically indicated otherwise, the following assumptions will be made in preparing your tax return(s):  \n- you consent to the CRA sharing your information with Elections Canada  \n- you do not own foreign assets with an aggregate cost in excess of $100,000  \n- you are a Canadian citizen  \n- you do not wish to donate any portion of your refund to the Ontario Opportunities Fund  \n- for students with tuition fees, the maximum amount will be transferred to a parent  \n- all your financial information is in Canadian currency  \nFEES FOR SERVICES  \nAn invoice indicating our fees will be provided with your return and we request that the balance be settled prior to our electronically filing return(s) to the CRA. For your convenience, invoices may be pai","cbCailCKjSlYTEEQ","https://ap.wps.com/l/cbCailCKjSlYTEEQ","pdf",205906,"English","# About this engagement letter\n# Required information\n# Limitations of services\n# Electronic filing (E-filing)\n# Consent to e-file (Form T183)\n# Assumptions\n# Fees for services\n# Final product\n# CRA requests for receipts","[{\"question\":\"When does the firm start work on the tax return?\",\"answer\":\"The firm will not begin any work until the engagement letter is signed and returned. Documents must also be provided early enough to meet signing, e-filing, and deadline requirements.\"},{\"question\":\"What information must be provided about foreign assets?\",\"answer\":\"Details about ownership of all foreign assets exceeding CAD $100,000 are required, including examples such as foreign bank accounts, shares of foreign corporations, and property outside Canada.\"},{\"question\":\"What is Form T183 and why is it required?\",\"answer\":\"Form T183 is a signed consent form required by the CRA before e-filing. The client must provide it for themselves and each family member for whom a return is being prepared.\"}]","2020 Personal Income Tax Engagement Letter - For Personal Tax Return Preparation | PDF",1789534868]