Tax

Handling CRA correspondence

When a CRA letter arrives

1. Save it to the client's CRA folder in Canopy the same day.
2. Note the response deadline in the task.
3. Identify the type: processing review, matching, payroll trust exam, HST examination, T3 verification, or reassessment.
4. Gather evidence from the client folder; do not contact CRA yourself.
5. Draft the response package for partner review.

Never

• Submit, fax, or mail anything to CRA without partner sign-off.