Tax Representation

A letter from the CRA usually has a deadline and asks for something specific. Once you authorize us, we speak to the CRA for you, gather what they have asked for, answer in writing, and, where you disagree with a reassessment, prepare and file the notice of objection.

Where representation comes into play once the CRA writes

The points where this service comes into play are numbered.

  1. Stage 1The letterSomeone who has received a CRA letter asking for receipts or proof of a claim.1
  2. Stage 2An enquiryA GST/HST or payroll account under enquiry.2
  3. Stage 3ReassessmentA taxpayer who has been reassessed and believes the reassessment is wrong.
  4. Stage 4ObjectionA notice of objection, filed within the time allowed.3
  5. Stage 5Coming forwardSomeone with unfiled returns or unreported income who wants to come forward before the CRA contacts them.
  6. Stage 6Penalties and interestA taxpayer facing penalties or interest because of circumstances outside their control.4

Numbered points are explained below.

The four points, explained

At: The letter

What the CRA actually wants

The CRA’s deadline is close and you don’t know what they actually want.

What we do

Reading the CRA’s letter and explaining what it asks for and by when. Gathering and organizing the documents, and writing the response.

At: An enquiry

Someone else on the calls

You would rather not speak to the CRA yourself.

What we do

Setting up our authorization as your representative. Calls and correspondence with the CRA on your behalf.

At: Objection

The 90-day objection period

You were reassessed and the 90-day objection period is running.

What we do

Preparing and filing notices of objection.

At: Penalties and interest

Penalties larger than the tax

Penalties and interest have grown larger than the original tax.

What we do

Applications under the Voluntary Disclosures Program and requests for taxpayer relief of penalties and interest.

What the engagement includes

Request a proposal
  • Acting for you

    Our authorization as your representative with the CRA.

  • Letters

    The CRA’s letter read and explained: what it asks for, and by when.

  • The response

    Documents gathered and organized, and the response written.

  • Calls and correspondence

    Calls and letters with the CRA on your behalf.

  • Objections

    Notices of objection, prepared and filed.

  • Relief and disclosures

    Applications under the Voluntary Disclosures Program and requests for relief of penalties and interest.

  • Something not listed?

    Ask us. If it is Canadian tax, bookkeeping or advisory work, we will tell you plainly whether we can help.

How it runs

  1. Send us the letter

    Share the CRA letter and the return it relates to. We tell you what is being asked and the deadline.

  2. Authorization

    You authorize us through your CRA account or on Form AUT-01, so we can speak to the CRA about your file.

  3. Response plan

    We agree what to send, what to explain, and whether a time extension should be requested.

  4. Response or objection

    We send the response, or file the notice of objection, and keep a copy of everything sent.

  5. Follow-through

    We handle the CRA’s follow-up questions and tell you the result when the CRA decides.

Questions

Still have a question?

Contact us
How long do I have to object to a reassessment?

For individuals (other than trusts), the later of one year after the filing deadline for the return and 90 days from the date of the notice. For corporations, 90 days from the date of the notice. If you miss it, you can apply for an extension within one year after the deadline.

How do I authorize you to speak to the CRA?

Online, through My Account, My Business Account or the CRA’s Represent a Client service, or on paper with Form AUT-01, which gives offline access only.

I have income I never reported. What can I do?

The Voluntary Disclosures Program lets you correct past filings before the CRA contacts you. If the application is accepted, the CRA may grant relief from penalties and some interest, decided case by case.

Can you get my penalties cancelled?

We can ask. The CRA can cancel or waive penalties and interest in some circumstances, such as serious illness or a CRA error. It decides each request itself, and we will not promise a result.