Banks

Setting up Tax Payments in BMO
Choose the payment type you want to make (if unsure ask your bookkeeper) Add in your account number (Remember: RT for your GST Payments, RP for...
Tue, Jun 4, 2019 at 11:07 AM
Setting up Tax Payments in CIBC
Select the payment type required and enter in your 9 digit account number followed by RP0001 for the payroll account, RT0001 for the GST acco...
Wed, Jun 5, 2019 at 4:11 PM
Retrieving eTransfer List from ATB
If we don't have read only access to your account please send us your eTransfer list each month by doing the following: 1. click on eTransfer 2. cl...
Tue, Jun 11, 2019 at 2:37 PM
ATB - inviting your accountant as a view only user
Login to your ATB account from a desktop computer (not the app) Go to the administration tab, and select Manage Roles, and click on Add a new role. (If you...
Mon, Sep 7, 2020 at 11:28 AM
ATB - Resetting your accountant's login
Go to the administration tab, select manage users, select the user ID that needs to be reset, click reset password, and enter in a new password. Please emai...
Thu, Oct 15, 2020 at 10:03 AM
Square - How to get your monthly transactions
From your Square dashboard select the transaction button, select your date range (usually last month - however if we do your books more or less often please...
Fri, Nov 27, 2020 at 9:29 AM
Setting up Alberta Tax Payments in TD
Login to TD online business banking Go to Bill payments and select Tax Payment & Filing Click Make a tax Payment and Filing Click Add Payment Type C...
Tue, Nov 2, 2021 at 11:32 AM