The Taxpayer Bill of Rights outlines what you can expect in your dealings with the CRA. Know the services you are entitled to before initiating any dealings with the CRA will help you make the most of your interactions.
Tip # 1 – Be prepared
Have pertinent information and documentation on hand when you contact the CRA. This can include your:
Income tax report
Social Insurance Number (SIN)
GST registration number
Any correspondence relevant to your request or complaint to the CRA.
Tip # 2 – Be quiet and respectful
Addressing issues of taxes can be stressful. If you feel you that were treated unfairly and you are contacting the CRA to make a complaint, your emotions may be running high. Remember that the agent you are speaking to is probably not responsible or even aware of the situation you are seeking help with. They are there to assist you. If you are disrespectful or remove your frustration on them, you make it difficult for them to effectively understand your situation and provide the assistance you require.
Tip # 3 – Keep track of your communications
Take detailed notes of all your communications, written or verbal, with the CRA, including dates.
If you deal with the CRA by phone, make a written summary of the conversations.
Keep all correspondence you send and receive from the CRA.
A record of your transactions with the CRA may be useful at a later date in case of dispute about what was discussed.
Tip # 4 – Ask for the phone agents for their identification.
When you contact the call center of the CRA or general line of investigation, you are entitled to know the identity of the agent who handles your call. Ask the agent for their first name, agent identification number and regional suffix.
This information will will reinforce the agent’s accountability and may be useful if at a later date, you must prove that you spoke with someone at the CRA or to confirm that you have received advice.