Describe the tax task
Tell us which person or entity needs help, the tax years involved and any filing or response deadline shown in a CRA letter. A brief message is enough to begin. Do not put a SIN, account number, return, CRA access code or document attachment in the public enquiry form.
Confirm documents and scope
The engagement identifies the returns or schedules, missing records, residency questions and responsibilities for preparation, review, payment and submission. An adjustment to an assessed return is different from filing an unfiled prior-year return. Corporate, estate and Quebec returns require their own scope review.
Review before authorization
A preparer needs complete records and an approved access arrangement. Review the completed return and payment instructions before authorizing submission through the agreed method. The engagement identifies the preparer, filing method and any representative authorization required. Sending an enquiry does not authorize filing or CRA representation.
Keep the completed record
Retain the return, transmission confirmation when applicable, assessment, supporting documents and payment confirmation. Follow-up work should distinguish a routine CRA request from an objection or legal matter that requires a separate professional mandate.
Put this into practice
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