A CRA letter becomes more manageable when the request, deadline, filed position, evidence and account history are separated and addressed methodically.
Understand the request
CRA correspondence may be a processing review, matching issue, document request, audit notice, reassessment or collections communication. The first step is to verify authenticity, identify the program and year, note the deadline and compare the request with the filing.
A response should answer the actual question. An unexplained document dump can make review harder, while an incomplete answer may cause denied claims or additional questions.
Build a traceable package
A supporting schedule should connect the return amount to source records. An expense claim may require a transaction listing, invoices, payment evidence, business-purpose explanations and a reconciliation to the relevant schedule.
Missing records should never be disguised. Available evidence, reconstruction methods and limitations must be stated so the reviewer can understand how an amount was determined.
Assessment and disagreement
The resulting assessment should be reviewed against the original filing and submitted information. A disagreement may involve correction, additional evidence or a formal objection subject to strict time limits.
Disputing an assessment and managing payment are different issues. Interest may continue on an outstanding balance. Legal advice or court work requires qualified counsel and is not replaced by accounting support.
Services included in a tailored scope
- Letter review
- Document schedules
- Return reconciliation
- Assessment review
- Account review
- Objection support
- Counsel coordination
- Deadline planning
The final scope depends on the legal entity, filing history, transaction volume, condition of the records and deadlines. Deliverables, responsibilities and fees are confirmed before work begins.
Frequently asked questions
Can the work be completed virtually?
Yes. Meetings can be held by telephone or secure virtual appointment, with records exchanged through an appropriate secure process.
Is there a physical office in this municipality?
No local physical office is represented unless a verified address is specifically published. Service is available remotely across the GTA.
Can personal and corporate services be coordinated?
Yes. Related filings can be planned together when the engagement and authorization cover both the company and its owner.
How do I begin?
Call 780-667-5250 or use the consultation form with a brief description of the entity, period, service and deadline.