Personal Tax

Personal Tax title image
Ready to send your Tax documents? Select from the 2 options below and send us the information we need to file your 2023 return(s). To guarantee your tax return is completed by the deadline you must submit your information to us by April 22, 2024. This will ensure you avoid any late filing fees.

Please choose one of the options below to either submit online or via mail.

Option 1:

Option 2:

Option 1:

Online Submission

Step 1: Open and fill out the relevant sections of the Personal Tax Organizer.

Note: After online completion, you will receive a verification email to complete signing. Please confirm once received.

Step 2: Gather and attach your tax slips and requested supporting documentation for all taxpayers. Note: Be sure to include your first and last name in the file name(s).

Step 3: Upload supporting documents to your EXISTING PERSONAL SECURE PORTAL ACCOUNT (login required – reset your password if needed).

Option 2:

Download and mail the Personal Tax Organizer

You have the option to download the organizer and fill it out by hand or as a fillable form on your computer. Please use a black or blue ink pen if filling out the form by hand.

We highly recommend using our secure portals (the personal portal login and/or the Segal general portal) to share documents; however, packages can be dropped off in person, via mail or by courier every day between 10 a.m. to 4 p.m.

Send the Personal Tax Organizer to:
York Mills Centre
10 York Mills Road, Suite 700
Toronto, ON M2P 2G4

Please include the completed Personal Tax Organizer and all supporting documents. We encourage you to keep copies of any physical documents for your records before sending them via mail or courier.

Alternatively, you can download the organizer, fill it out, scan it, attach digital copies of your supporting documents and upload it to your EXISTING PERSONAL SECURE PORTAL ACCOUNT (login required).


If you do not have an existing Segal personal portal account login, you can request access from your advisor or upload supporting documents to our GENERAL SECURE PORTAL. Please ensure you include your first and last name in the file name when submitting your documents.

Once we have received your information, we will call to confirm and/or clarify information as necessary. In the interim, please do not hesitate to contact us with any questions or inquiries.

Please note:

  • With very few exceptions, electronic filing with the Canada Revenue Agency (CRA) is mandatory. Documents authorizing Segal to e‑file your returns on your behalf must be signed.
  • The earlier we receive your information, the earlier we can complete your return. Note the deadline to send us your documents is April 22, 2024. This is needed to guarantee we meet the CRA filing deadline.
  • Please remember late-filed returns, late payment of taxes owed and/or failure to report income will result in interest and penalties by the CRA.
  • Please provide us with a current email address so we may contact you with any information regarding your tax return and send documents for signature(s) needed for electronic filing.
  • All sensitive email communications will be password protected using your Social Insurance Number or available for viewing through the Segal client portal.
  • If you are expecting a refund and want it deposited directly to your bank account, please access the CRA My Account portal and update your banking information. We are no longer able to update banking information on behalf of our clients.

Questions? Contact us!