Online fax for accountants in Canada

Where accountants still fax

Government fax numbers and accepted documents change, so always take the number from the CRA's or the program's current instructions, not from an old file.

• CRA and Revenu Québec programs that list a fax option for specific forms or correspondence.
• Banks and lenders confirming account details or receiving signed documents.
• Clients sending T-slips, receipts or signed engagement letters.
• Lawyers and notaries exchanging estate and corporate paperwork.
• Payroll and benefits providers that still use fax for certain forms.

Faxing a document to a government office

1. Find the correct fax number in the current instructions for the specific form or program.
2. Save the completed, signed form as a PDF, or scan it from paper.
3. Add a cover page with your firm's details, the client's name, the reference the agency asks for and the page count. Keep sensitive identifiers inside the document rather than on the cover page.
4. Enter the fax number and check it carefully when it is confirmed before sending.
5. Send, wait for the Delivered status, then download the time-stamped delivery receipt to the client file.

Records and retention

The CRA generally expects books and records to be kept for six years from the end of the tax year they relate to, and your firm may have its own policy. The append-only audit log records every view, download and send, and can be exported to CSV for your files. Retention controls with automatic purge let you set how long faxes stay in the system, so plan where the long-term copy lives before you turn purging on.