Canada-wide tax document, CRA notice, payroll record, bookkeeping cleanup & spreadsheet support Service scopeReviewsAccount sign inStart orderContactClient hub
Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available
CRA notices, objections and appeals

Organized support for CRA appeal and objection files.

We organize CRA letters, assessment details, deadlines, missing records, supporting documents and review-ready summaries before a qualified professional or authorized representative responds.

Professionals reviewing CRA notice and tax appeal documents in a private office
Appeal support menu

Choose the CRA issue you need organized.

These services focus on file organization, document checklists, deadlines and summaries. Final tax positions, submissions, representation and sign-off stay with the client, accountant, tax preparer, lawyer or authorized representative.

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Notices

CRA notice and letter review

Organize the notice date, tax year, program account, amount, issue, requested information, due date and response notes.

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Objections

Notice of objection package

Prepare an issue summary, document index, missing record list, timeline and questions for professional review before a formal objection is filed.

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Deadlines

Deadline and action tracker

Track received dates, response due dates, assigned reviewer, missing evidence, next action and upload status in one place.

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Personal

Personal income tax objections

Support for notices of assessment, reassessment or determination involving income, deductions, credits, penalties, interest, instalments or reassessments.

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Corporate

Corporate income tax objections

Organize corporate assessment letters, T2 schedules, financial statements, shareholder records, expenses, asset schedules and accountant notes.

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GST/HST

GST/HST assessment or rebate objections

Prepare GST/HST return periods, ITC records, invoices, sales-tax schedules, rebate documents, audit letters and missing-support lists.

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Payroll

Payroll source deductions, CPP and EI appeals

Organize payroll source deduction assessments, CPP/EI ruling letters, employee or contractor records, remittance records, ROE details and T4/T4 Summary files.

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Credits

Benefits and credit determinations

Support for benefit or credit review files such as GST/HST credit, Canada Carbon Rebate, Canada Workers Benefit, tuition, medical and other credit-related letters.

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Family

Canada Child Benefit and child tax files

Organize CCB letters, custody documents, family status changes, dependent records, prior notices, payment details and requested proof.

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Medical

Disability, medical and credit records

Prepare record lists for Disability Tax Credit, medical expenses, caregiver records, support documents and professional-review questions.

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Relief

Taxpayer relief documents

Prepare penalty and interest relief document folders, timeline notes, hardship or extraordinary circumstance records, and supporting evidence lists.

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Court

Tax Court appeal preparation records

After a CRA objection decision, organize the decision letter, prior objection package, assessment details, supporting records and timeline for legal or professional review.

Prepare appeal records →
Service

CRA service complaint records

Organize service issue timelines, contact notes, correspondence, unresolved concerns and supporting records for CRA service feedback review.

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Credits

SR&ED and investment credit records

Collect project notes, claim schedules, review letters, technical records and supporting costs for professional review.

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Special tax

Excise, UHT and special tax records

Organize notices and supporting records for Underused Housing Tax, excise taxes, selected listed financial institutions, luxury tax or other special levy issues.

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What we prepare

  • Notice and deadline summary
  • Issue timeline
  • Document index
  • Missing record checklist
  • Supporting record folder map
  • Questions for your accountant, tax preparer, lawyer or authorized representative
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Important scope

We do not file objections, provide legal advice, provide tax representation, contact CRA as your representative, sign forms or decide tax positions. We prepare organized records so the right person can review and respond.

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Official CRA resources

Quick official links for clients.

Use official CRA pages for filing rules, deadlines and forms. Do not enter CRA usernames, passwords, bank passwords or government login credentials on this website.

Need a clean appeal file before professional review?

Start with the CRA appeal intake form and keep your request visible in the Client Hub.

Start CRA appeal intake