
TAX SEASON FAQ
"When Can I Expect My Pavilion Tax Slips?"
As you get ready for tax season, the Pavilion team wants to proactively answer your tax slip questions.
DISCLAIMER: THIS CONTENT EDUCATIONAL IN NATURE
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Contact Your
Tax Professional
Tax Savings Investments, Not Tax Filing Services
Accilent Capital Management and the Pavilion team do not provide tax filing services at this time. For questions regarding the filing of your tax forms, or specific questions regarding your tax credits and investments, please contact your CPA, or Tax Professional who is familiar with your personal information and situation.
Questions About Tax Filing Software & Applications
For information or questions regarding tax computer, web, or other digital software or applications such as 'Turbo Tax' or 'Wealth Simple', please contact the application's help resources directly. We strongly recommend consulting with a tax professional to review all self-filing modalities to ensure the correct filing procedures are being followed.
THE T5013 TAX SLIP DELIVERY PROCESS
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How & When Do I Get My Tax Slips?
Preparing Client Tax Slips
The timing is dictated by the workflow of preparing the tax slips. Several things need to occur before a tax slip can be produced. There are three major components. After the year end, we begin preparing the financial statements and associated files for the arrival of the fund auditors.
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The fund auditors begin their auditing the second week of February and it is generally completed by the beginning of March.
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At the conclusion of the audit, the financial statements and files can then be used to create the tax information returns for the partnerships, upon which the individual tax slips are based.
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With some additional time for quality assurance this brings the expected timeline to the end of March.
All tax slips are then uploaded to each client’s portal starting the first week of April.
Clients receive notifications from our portal system when this is complete.
PAVILION T5013 WALKTHROUGH
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A Guide To Your T5013 - Your Statement of Partnership
Enjoy Your
Download

Pavilion's
Pavilion
'Tax Filing'
Guide
PAVILION T5013 WALKTHROUGH WEBINAR
04
Register Now

Presented by Tamala Francis,
Founder & CEO at Francis & Co
Tax Place.
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