Tax
A CRA letter deserves a clear next step.
Got a letter from the CRA? We explain what it means, gather the right records and handle the response with you.
Is this the support you need?
For individuals and businesses that have received a CRA information request or audit-related correspondence.
Identify the request and the deadline
Start by keeping the full letter, envelope or account notice and recording any response date. A review request and a broader audit may require different work. Do not assume that sending a partial set of records resolves the matter.
Build an organized response
Connect the requested figures to the underlying records and identify missing documents early. A clear index and an explanation of relevant transactions can make it easier to understand what the response contains. The team can discuss representation and authorization requirements.
Keep the limits of the engagement clear
A review, audit, objection and appeal are different stages. The firm should assess the matter and confirm what it can handle, any deadlines and when legal counsel may be appropriate. No representative can guarantee that the CRA will accept a position or withdraw an assessment.
What your engagement may include
- Review of the correspondence and requested records
- Document organization and response planning
- CRA representation where authorized and agreed
- Discussion of next steps and scope limits
The exact scope, responsibilities and proposed fees are confirmed before paid work begins. Not every item is required for every engagement.
Bring a little context to the first conversation
- The complete CRA correspondence
- Response dates and affected periods
- Prior returns and assessments
- An overview of records currently available
A short summary is plenty to start. Records are only requested once you’ve engaged the firm, through the secure client portal.
Questions about cra audit support
Can I send my CRA letter through this form?
Do not upload sensitive documents to this inquiry form. State the type of request and the response deadline, and the team will arrange a suitable document-sharing method.
Can you guarantee the audit will be resolved in my favour?
No. The result depends on the facts, records and applicable rules. The purpose of support is to help you understand and respond to the request appropriately.
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