Frequently Asked Questions

The Toronto Tax Boutique (TTB) Referral Program is a rewards initiative designed for our clients to spread the word about our services. As a participating client, you can refer friends, family members, or colleagues to file their taxes with TTB and earn $10 for every referral who files their taxes with TTB using your referral link. No limits.

For every successful referral, you earn a $10 cash reward.

When someone you refer, pays their required deposit, and completes their tax filing service with us, your reward becomes available. It’s our way of showing appreciation for your trust and support.

The Referral Program is open to active Toronto Tax Boutique clients for the current tax season. To be eligible, you must a receiver for TTB’s tax filing services and paid your service deposit for current financial year. Once you meet these criteria, you’ll receive access to a unique referral link that you can share with people in your network. Only referrals made through your personal link will be tracked and counted toward your rewards.

There’s no separate sign-up required. Once you become a TTB client and complete your service deposit payment in the current financial year, you’ll automatically get link to your Client Dashboard. Inside the dashboard, you’ll find your unique referral link along with tools to track your referrals and rewards. Simply copy your link and share it via email, text, or social media to start referring.

Referring someone is quick and easy:

• Access your Client Dashboard using your unique access link.
• Locate your personal referral link inside the dashboard.
• Copy the link or use the built-in sharing buttons (such as WhatsApp or Email).
• Share the link with friends, family members, or colleagues who may need help filing their taxes.

Once a person uses your link to book with Toronto Tax Boutique and completes the required payments, the referral is considered successful and you become eligible for a reward.

No — there is no cap on the number of people you can refer. You can share your referral link with as many people as you like. You will earn rewards for each successful referral, as long as they meet all the program requirements.

When someone clicks on your referral link, here’s what happens:

• They are directed to a personalized booking page linked to your referral account
• They choose their tax filing type (Individual or Couple)
• They enter their contact details
• They complete the required deposit payment

Once these steps are completed, the system automatically tracks the referral under your account. If they proceed with their tax filing service and meet all program conditions, your reward of $10 will be credited accordingly.

No. Self-referrals are not allowed. Any attempts to refer yourself using a different email, phone number, or identity may result in the referral being disqualified and removal from the program.

No, The person you referred should have never used TTB's tax filing services

Yes. You can track all your referrals in your Client Dashboard under the Referral History section.

For each referral, you will see:

• The referred person’s name
• The date they signed up
• Their current referral/payment status
• The reward linked to that referral

No, married/common law partners are considered one referee.

The required deposit depends on the type of tax filing service selected:

This deposit secures the client’s booking and allows Toronto Tax Boutique (TTB) to begin the tax preparation process.

Individual Filing is for one person who is filing their personal income tax return on their own.

This option is suitable if:

• You are single, separated, divorced, or widowed
• You are married or in a common-law relationship but filing separately
• Only one person requires tax filing services

Deposit required: CAD $50

Couple Filing is for two partners (married or common-law) who want their taxes prepared together.

Even though each person files their own tax return, preparing both returns together allows TTB to:

• Optimize tax benefits between partners
• Claim eligible shared credits and deductions
• Ensure accurate income splitting where applicable

Both individuals must provide their tax information for this option. Further, married/common law partners are considered one referee.

Deposit required: CAD $100 (covers both partners’ filings)

TTB currently accepts the following payment options for deposits:

1. Interac e-Transfer (Recommended)

• No processing fee
• They can send the deposit via Interac e-Transfer to the official TTB email address shared during the booking process
• This is the most cost-effective option, as the full deposit amount goes toward the service

2. Credit or Debit Card

• A 4% service fee is applied to card payments
• This fee covers third-party payment processing charges
• The fee is added automatically at checkout when paying by card

If you choose to pay their deposit using a credit or debit card, an additional 4% processing fee is added to the total amount. This fee is charged by payment providers, not TTB.

Here’s how it works:

Clients who wish to avoid this extra charge can choose Interac e-Transfer, which does not include any processing fees.

Yes, deposits are refundable if you request a refund within 24 hours of making the payment.

Once 24 hours have passed, the deposit becomes non-refundable. This is because your deposit secures your booking slot and allows TTB to begin allocating time and resources to your tax filing.

Yes. Your deposit is not an extra charge — it is credited toward your final tax preparation fee.

Once your tax return is completed, the deposit amount you already paid will be deducted from your total balance, and you will only need to pay the remaining amount.

You will earn CAD $10 for every successful referral.

A referral is considered successful when:

• The referred person is a new TTB client
• They use your referral link
• They pay the required deposit
• They complete their tax filing and and has cleared the invoice

Your reward goes through two stages:

Credited & Locked

• As soon as your referred client pays their deposit, the reward appears in your account as Locked
• This means the referral is tracked and recognized, but not yet withdrawable

Unlocked

• Once the referred client completes their tax filing and pays their remaining balance in full, your reward becomes Unlocked
• At this stage, the reward is available for withdrawal according to the program’s payout process

Yes. Locked rewards are conditional and may be removed if the referral does not successfully complete the full process.

A locked reward may be cancelled if:

• The referred client cancels their service
• The referred client does not complete their tax filing
• The referred client fails to clear their invoice
• The referral is found to be fraudulent, duplicated, or in violation of the program rules (for example, self-referrals or fake accounts)
• You have engaged with TTB for any affiliations or Social Media Marketing

In these cases, the reward will be removed from your account and will not be unlocked.

Withdrawing your rewards is simple:

• Open your Client Dashboard
• Click on withdrawal button
• Submit your withdrawal request

You’ll receive confirmation once your request is processed.

Currently, there is no minimum withdrawal requirement. You may withdraw any amount from your unlocked reward balance, unless Toronto Tax Boutique (TTB) announces a minimum threshold in the future.

All withdrawals are sent via Interac e-Transfer to the payout email address saved in your Client Dashboard.

Please ensure:

• Your payout email is entered correctly
• The email is set up to receive Interac e-Transfers

TTB is not responsible for delays caused by incorrect email details.

Withdrawal requests are typically processed within 5–7 business days.

Your Client Dashboard gives you full visibility into your referral activity, including:

• Your referral history and current statuses
• Your locked rewards
• Your available (unlocked) balance
• Your total lifetime referral earnings

This allows you to easily monitor who has signed up and when your rewards become available.

There are a few possible reasons:

• Your referral link was not used during booking
• The referred person has not paid their deposit yet
• The person is already an existing TTB client
• There was a technical interruption during booking

If it has been more than 24 hours and the referral still does not appear, please contact support.

Your dashboard is accessed through a unique link sent to you by TTB. If you can’t find the link or it has expired, contact support and request that it be re-sent.

Try the following steps:

• Copy and paste the entire link, including your unique referral code
• Make sure there are no extra spaces before or after the link
• Test the link directly in your browser

If the issue continues, contact TTB support for assistance.

The following actions are strictly prohibited:

• Self-referrals
• Referring existing or past TTB clients
• Creating fake, duplicate, or misleading accounts
• Fraudulent or deceptive activity
• Spamming or unauthorized advertising of referral links

Violations of the Referral Program terms may result in:

• Removal from the Referral Program
• Cancellation of pending (locked) rewards
• Reversal or recovery of rewards already paid if fraud or abuse is detected

TTB reserves the right to review and take action on any suspicious referral activity.

Currently, rewards do not expire. However, TTB reserves the right to introduce expiration policies in the future. Any such changes will be communicated in advance.

For any questions or issues related to the Referral Program: