Read the request before changing the return
An assessment, review letter and request for information are different documents. We record the issue, response instructions, reference and date, then compare the notice with the original return and relevant account activity.
The working file separates facts already supported from information still needed. A general information request does not automatically mean the return was wrong, and a difference in the account may reflect payment timing rather than a changed income figure.
A payment difference example
Imagine an illustrative Ottawa taxpayer whose return showed $2,100 owing. A notice appears to show the same balance after a $900 payment was sent. The next step is to verify the account, reference, timing and posting of that payment. Claiming a new deduction to force the balance down would not address the actual issue.
Prepare a focused, traceable response
We assemble the requested records, cross-reference them to the issue and identify any explanation the taxpayer must confirm. The agreed engagement sets out who communicates with CRA and what authorization is required. Approval and submission evidence stay with the correspondence file.
Formal objections, litigation, negotiated arrangements or contentious technical positions require separately confirmed expertise and scope. We flag those matters promptly so a routine document-preparation engagement is not mistaken for legal representation or a promise that CRA will accept a position.
Questions about this work
Should I send every document I have?
Start with the actual request. A focused, indexed response makes the relevant evidence easier to assess, while missing items can be identified explicitly.
Can you act on a letter just from a screenshot?
A complete notice is needed through the agreed document channel, including instructions and dates. The general enquiry form is for a brief description of the issue.
Put this into practice
Sources and current guidance
A practical next step
Bring the records you have.
We can identify missing documents, agree on the scope and organize the next tax preparation step.
Request a tax review