
FAQ's
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If you are up to date with CRA – you file your tax returns on time and pay your taxes regularly – it's probably nothing more than a request for supporting documents. Most tax returns are now e-filed, only the numbers (data) are sent in, no paperwork. Refund cheques and Tax Assessments are created automatically from the computer data file. Later, another CRA department requests taxpayers to produce documents to support certain deductions such as medical claims, moving or investment expenses.
If your name comes up on such a list, it means you've been randomly chosen, and nothing more. Open the letter, find out what they want and send it to them. That will likely be the end of the matter.
If you are not current with CRA, this is probably your invitation to become so. The best plan here is to 'fess up. If your problem is a small one – you got behind and don't know how to catch up – then give them a call. Despite what you may have heard, CRA employees are just people with a job to do. Call the person who sent you the letter and explain yourself.
If your problem is deeper than this, you may need a professional to help you through it. Lee & Associates will be happy to work with CRA on your behalf to resolve disputed tax situations so give us a call or send an email to: info@leeandassociates.ca
My tax situation is simple, and my income is small. Do I really need a tax professional to complete my tax return?
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If you are unable to complete the return yourself (or unsure) there are community organizations across the country that offer free tax preparation services for people with modest incomes. Volunteers are trained to do simple returns and will be happy to help you. Here is the most current contact information for the Courtenay area:
http://www.cra-arc.gc.ca/tx/ndvdls/vlntr/clncs/courtenay-bc-eng.html
What do I need to bring to my accountant?
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Sir William Osler