Welcome to BerryCore Systems Inc. This Help Center is designed to guide you through our services clearly and simply. Whether you are a new client or returning, the information below will help you understand what to expect at every step.

Step 1 — Contact Us to Book

Reach out by phone or email to inquire about the service you need. We will confirm whether your situation falls within our current service offerings and provide you with next steps.

Step 2 — Complete Your Intake Form

Once your appointment is confirmed, you will receive a Client Intake Form. This form collects the information and documents we need to serve you accurately. Please complete it fully and honestly. Incomplete information may delay or affect the accuracy of your return or records.

Step 3 — Sign Your Engagement Letter

Before any work begins, you will be required to sign a Client Engagement Letter. This document outlines the scope of services, fees, and your responsibilities as a client. It protects both you and BerryCore.

Step 4 — Sign the T183 (Tax Clients Only)

If you are filing a personal tax return, you must sign a T183 — Information Return for Electronic Filing — before your return can be submitted to the CRA. This is a mandatory government requirement. No return will be filed without it.

Step 5 — Review and Approval

We prepare your return or complete your bookkeeping based on the information you provide. You will have the opportunity to review everything before submission or delivery.

Step 6 — Payment

Payment is due upon completion of services unless otherwise agreed in writing. Accepted payment methods will be confirmed at the time of your engagement.

UNDERSTANDING YOUR T1 PERSONAL TAX RETURN

A T1 General is the form used by individuals to file a personal income tax return with the Canada Revenue Agency (CRA). It reports your total income, deductions, and credits for the tax year to calculate whether you owe tax or are entitled to a refund.

Common Income Sources Reported on a T1

• Employment income — reported on your T4 slip from your employer
• Self-employment or business income — reported on Schedule T2125
• Investment income — reported on T5, T3, or T5008 slips
• Government benefits — OAS, CPP, EI reported on T4OAS, T4AP, T4E
• Pension income — reported on T4A or T4RIF slips

Common Deductions and Credits

• RRSP contributions — reduce your taxable income
• Childcare expenses — eligible amounts paid for qualifying children
• Medical expenses — eligible costs above the CRA threshold
• Charitable donations — federal and provincial tax credits apply
• Tuition credits — T2202 slip from your educational institution
• Canada Training Credit — accumulates annually for eligible individuals

For a complete and current list of deductions and credits, visit the CRA directly at canada.ca/en/revenue-agency.

UNDERSTANDING BOOKKEEPING SERVICES

Bookkeeping is the process of recording, organizing, and maintaining a business’s financial transactions. Accurate bookkeeping is required by the CRA for all self-employed individuals and incorporated businesses.

What BerryCore Bookkeeping Includes

• Recording income and expenses by category
• Bank and credit account reconciliation
• Organizing financial records for tax preparation
• Producing organized financial summaries

Why It Matters

The CRA requires businesses to keep records for a minimum of six years from the end of the last tax year to which they relate. Disorganized or missing records can result in CRA assessments, penalties, or a denial of claimed expenses. BerryCore helps you stay organized, accurate, and compliant.

Source: Canada Revenue Agency — Keeping records. canada.ca/en/revenue-agency

YOUR PRIVACY & DATA SECURITY

BerryCore Systems Inc. takes the privacy of your personal and financial information seriously. All information collected is handled in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA).

What We Collect and Why

• Personal identification — required by CRA to file your return
• Income and financial records — required to prepare accurate returns and books
• Government-issued ID — required for identity verification

What We Do Not Do

• We do not sell your information to any third party
• We do not share your information without your written consent, except as required by the CRA or law
• We do not use your information for any purpose beyond the service you engaged us for

For full details, refer to the BerryCore Systems Inc. Privacy Policy available on our website.

CONTACT & SUPPORT

If you have a question not answered here or in our FAQ, please contact us directly. BerryCore is committed to responding to all client inquiries in a timely and professional manner.

Useful Government Resources

• Canada Revenue Agency: canada.ca/en/revenue-agency
• My CRA Account (personal): canada.ca/en/revenue-agency/services/e-services/digital-services-individuals
• Financial Consumer Agency of Canada: canada.ca/en/financial-consumer-agency
• Office of the Privacy Commissioner: priv.gc.ca

BerryCore Systems Inc. is not affiliated with the CRA or any government agency. Links above are provided as a public service for client convenience.