HELP WITH THE CRA
CRA
representation.
A letter, a request for information or an account issue. Get help understanding the matter and preparing a response.
CRA
HOW WE HELP
Make the correspondence manageable.
We review the issue, identify the information requested and discuss how we can assist. Where representation is part of the agreed work, the required CRA authorization must be in place before we can act on your account.
01
Understand the request
Review the CRA correspondence and the tax account or period involved.
02
Prepare a response
Organize relevant records and explain the information needed to address the issue.
03
Communicate with the CRA
Assist with agreed correspondence once the appropriate authorization is in place.
What to have ready.
- The full CRA letter or notice
- Dates, reference numbers and response deadlines
- Any previous response and supporting records
START WITH A CONVERSATION
Missing something?
That’s okay.
Tell us what you have. We will explain which records are needed for the agreed work.
FAQS
Common questions.
Do I need to authorize you first?
The CRA requires authorization before a representative can access or deal with your tax information. We will explain the steps relevant to your account.
Should I share my CRA password?
No. Keep your sign-in credentials private. Representative access uses the CRA authorization process.
Can you help with a specific letter?
Yes. Tell us what it concerns and whether it includes a deadline so we can discuss the appropriate service.
RELATED SERVICES
You may also need.
Tax Audit Assistance
Trust Examination
Objections and Appeals
Let’s work out the next step.
Tell us what you need help with. We will discuss the work involved and how to begin.