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herbiggirlpants

Tag Archives: accountant

documentation…

08 Friday Mar 2024

Posted by sulis303 in business, family, life, loss, moments, retirement, technology, Uncategorized

≈ 1 Comment

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accountant, beloved, big girl pants, blessed, complete, documentation, happy, memories, moments, preparation, taxes, Technology, widow

have spent time over the last week gathering and preparing all of the information required to complete my 2023 taxes…

getting the documentation ready always reminds me of how difficult doing this work was for my beloved… he really disliked getting the bits and pieces collected…

for the last few years of his life we had others complete the paperwork, although it was still a problem to put it together…

it still surprises me how simple it is for me now… for the first few years after he died, I would gather up paper bits and courier them to my amazing accountant, who would then process everything…

then she connected me to this great technology where I was able to upload all the information and they complete and submit it all online…

it still takes a bit of work to scan, save, and upload everything, but I am getting better at it each year…

and, it is done;-)…

translate…

04 Wednesday Oct 2023

Posted by sulis303 in business, health, life, moments, retirement, Uncategorized

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accountant, big girl pants, blessed, clean, cleaners, English, happy, house, language, moments, translate, Ukraine, widow

today I had another wonderful example of great use of technology…

I always think of how privileged I am that I am able to have someone come and clean for me…

the two cleaners arrived right on time and asked me to wait when I started to speak to them about what needed to be done… I was told “no English”…

once they had all their equipment inside, one of them got out their phone and went to Google Translate… then they spoke, I read, I spoke, they read…

how cool is that… they were a husband and wife who came here from Ukraine, where they had been accountants…

it was lovely that we could communicate so well…

Notes…

31 Tuesday Mar 2020

Posted by sulis303 in business, life, technology, Uncategorized

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accountant, beloved, big girl pants, blessed, donate, friends, happy, income tax, iPhone, memories, notes, Platinum Business Services, refund, scan, taxes, Technology, widow, Winnipeg Harvest

a few weeks ago I gathered up and organized the tax information…

scanned it all and emailed it to my wonderful accountant;-)… she is quite amazing and uses all the newest technology…

a few days ago I received a link to a portal from Platinum Business Services which had my completed tax documents as well as a letter advising I have a refund this year…

I had to print, sign, scan (used the Notes app on my phone for that) and return one document, which they will now efile and eventually I will get a confirmation and see the money in my bank account…

an eTransfer through my credit union, and payment was complete…

it was all done electronically, from my scanning documents, to them doing the work, to the portal where I could see the results, to my downloading and returning signed paperwork, to paying them, to eventually getting money put into my account by the government…

amazing how technology has improved our lives over the years and what a perfect time we are living in… so much we can still do even as we are isolating…

always so happy when the process is done as for many years it took my beloved forever to get this piece of work done…

thanks to the refund, which was because I had extra tax taken off throughout the year I made a donation to Winnipeg Harvest (online) to support those struggling to put food on the table… every little helps…

trifecta…

05 Friday Apr 2019

Posted by sulis303 in family, food, health, life, loss, nature, Photography, technology, Uncategorized

≈ 1 Comment

Tags

accountant, bank, big girl pants, cheque, Costco, deposit, invoice, laugh, lTechnology, phone, trifecta, widow

been laughing all evening…

in October I upgraded my Costco membership thinking it would result in a bit of a refund…

recently I’ve talked with many people asking about their Costco refunds and been rather ticked that I didn’t get one… each person advised they had received a cheque in the mail…

today I finally got around to calling to see what was going on… they were obviously busy because I was on hold for quite some time…

eventually, I spoke with a lovely woman… she advised that the cheque was on the second page of my renewal letter… which came weeks ago… and which I opened but didn’t look at the second page, lol…

she was very kind and we laughed together over the whole thing… what a sweet woman… not a single person mentioned it came with the renewal letter…

I’ve also been waiting for an invoice from my amazing tax preparer but hadn’t seen one…

this afternoon my refund cheque arrived which reminded me to call to find out how much I owed them, but they were closed… then I searched through my email to see if I could find anything and came across an email with the invoice in it… it came minutes after the original one with my results… too funny…

and then, for the trifecta, I tried to open my new online app and deposit the cheque into my account, using my phone… I used an old password and eventually was blocked from the site… called the bank and I have to wait until tomorrow for it to reset… then I can try again, as I now remember the correct password, lol…

upsell…

23 Saturday Mar 2019

Posted by sulis303 in family, food, health, life, loss, nature, Photography, technology, Uncategorized

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accountant, beloved, big girl pants, cell phone, discount, happy, iPhone, landline, loyal customer, memories, MTS, system, taxes, Technology, upsell, widow

couple of great things over the last few days…

yesterday I was on the phone with MTS to check out some information about my cell phone…

the woman I spoke with was ever so helpful and didn’t try to upsell me during our discussion… really appreciated that…

at the end of our call she asked if there was anything else and I mentioned that I’d like to talk about the cost of all my services… I pay a lot for one person… she transferred me to another person…

that person noted that we’ve been loyal customers for over forty years and was impressed with that… he was able to provide an excellent discount for a whole year which made me exceptionally pleased… in the process, gave me a good discount on the house phone… I know, I know, how many of us are there left, lol…

made me happy…

and today, I received my tax information back and was pleased to discover that once again I am getting a refund… phew… my accountant has figured out exactly what I need to have deducted so that I don’t end up owing money at the end of the year…

the process of submitting them is so easy now… I courier the papers to the office, receive the documentation electronically, sign it, scan it, and send it back electronically as well, and then it is sent to CRA…

I think back to when my beloved did our taxes… he really disliked doing them and we were always searching to find all the documents we needed and do all the calculations… then put it in an envelope and mail it off, or drive to the Tax Office and drop it off because it was kind of late, lol…

I’ve found a system that helps me gather everything so that when it is time to do them, all the bits and pieces of paper are together;-)…

all good…

searching…

22 Saturday Mar 2014

Posted by sulis303 in life, Uncategorized

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Tags

accountant, cell phone, MTS, searching, taxes

promised myself that I would gather up all the tax information today so I could get it to my fabulous accountant…

spent time going through files, folders and the mail to be sure I had all the necessary bits and pieces…

hope I found everything…

20140322-232615.jpg

then I decided to try and figure out which box had been unchecked when I was on the phone with the MTS people a couple of weeks ago – which meant that every time I opened email on the desktop all the email vanished off my phone…

probably spent thirty minutes searching to find the darn thing… finally gave up and called for help… lovely young woman was very helpful and we found it within about fifteen minutes… yay…

felt like those big girl pants were on for a good part of the day…

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