CRA Audit Assistance in Surrey BC helps taxpayers understand CRA letters, organize records, prepare clear responses, and identify the next step when a return, deduction, GST/HST filing, payroll account, or corporate record is being reviewed. Phoenix Knight Financial Services provides accounting- and tax-focused support through that process.
We can review the CRA request, organize supporting documents, prepare accounting and tax explanations, and, where Phoenix Knight has the required CRA authorization and the engagement includes that work, communicate with CRA about matters covered by the authorization.
Phoenix Knight can assist with CRA matters within the scope of the client's authorization and the services agreed for the engagement. CRA authorization is required before a representative can access protected account information or use representative services for a client.
Phoenix Knight can review documents supplied by the client, organize accounting records, explain tax information, and help prepare a response for the client to submit.
Where the required authorization is in place and the engagement includes CRA communication, Phoenix Knight may communicate, submit supporting information, or complete available representative transactions for the matters covered.
Tax Court proceedings, complex legal interpretation, privilege questions, procedural rights disputes, settlement documents, and other matters requiring legal advice should be reviewed with qualified tax counsel.
A CRA request may focus on a single deduction or involve broader income, GST/HST, payroll, corporate, or supporting-record questions. The first step is identifying exactly what CRA has requested and which reporting period is involved.
CRA may review sales reporting, GST/HST collected, Input Tax Credits, refund claims, and whether amounts reported can be traced to the bookkeeping records.
Explore GST/HST Filing ServicesAn income-tax review can involve income, deductions, business expenses, losses, personal claims, or other amounts reported on an individual or corporate return.
Explore Tax Preparation ServicesIncorporated businesses may receive questions involving corporate expenses, shareholder transactions, income, deductions, payroll records, or amounts reported on the T2 return.
Explore Corporate Tax FilingPayroll questions can involve source deductions, remittances, employee records, taxable benefits, or whether a working relationship has been treated appropriately.
Explore Payroll ServicesCRA may ask for records supporting vehicle, home-office, meals, professional fees, supplies, or other business expenses. The requested records depend on the claim being reviewed.
Explore Corporate Tax DeductionsBusiness owners may need to connect sales, expenses, payroll, GST/HST, banking records, shareholder information, and other bookkeeping records with amounts filed previously.
Explore Small Business Tax ServicesThe records needed depend on the CRA request. Some reviews focus on a specific claim, while others require reconciliation between a return and the books behind it.
Being selected for a CRA review does not by itself determine that the return is incorrect. The result depends on the issue under review, the applicable tax rules, and the supporting information available.
Start by identifying the deadline, tax year or reporting period, amounts being reviewed, and documents CRA has requested. A focused review helps separate what is required from information that is not relevant to the request.
Keep the complete CRA letter and identify the response deadline, reference number, tax period, and specific information requested.
Collect records that relate to the items under review and make it possible to connect the amount reported with the transaction or calculation behind it.
Review the facts, records, dates, and accounting explanation before a call or meeting. Where Phoenix Knight is properly authorized and the engagement includes CRA communication, we can assist with the authorized matter.
Documents affecting legal rights, settlement terms, privilege, litigation, or other legal issues should be referred to qualified counsel when legal advice is required.
The process focuses on understanding CRA's request, organizing the records, preparing a supported response, and managing authorized administrative follow-up where included in the engagement.
Review the letter, relevant return, deadlines, and the amounts or records CRA is asking about.
Gather the invoices, receipts, statements, bookkeeping reports, payroll records, or other documents connected to the request.
Organize supporting information and prepare factual, accounting, and tax explanations for the items being reviewed.
Where the required authorization and engagement are in place, Phoenix Knight can communicate with CRA about the authorized matter, submit supporting information, and help track the next administrative step.
Home-office expenses, vehicle use, meals, and worker relationships can require supporting records when CRA reviews the way an amount was reported.
A CRA assessment or reassessment can include tax, interest, or penalties. Where taxpayer relief may be relevant, the circumstances, timeline, and supporting documents should be reviewed before a request is prepared.
Review the assessment, the penalty applied, the period involved, and the records connected to the underlying filing or reporting issue.
Phoenix Knight can help organize the chronology, tax records, and supporting documents for a taxpayer-relief request where that work is part of the engagement.
CRA decides whether relief is granted. Preparing or submitting a request does not guarantee that penalties or interest will be cancelled.
If a balance is owing, Phoenix Knight can help organize income, expense, cash-flow, and account information that may be relevant to a discussion with CRA about payment.
Any payment arrangement remains subject to CRA's review and acceptance.
If you disagree with a CRA assessment or reassessment, objection rights may be available. The applicable deadline, tax program, disputed amounts, and supporting information should be checked promptly.
Phoenix Knight can help review the reassessment, organize accounting records, identify disputed amounts, and prepare factual and tax information supporting an objection.
Where Phoenix Knight is appropriately authorized and the engagement includes objection filing, an authorized representative may submit an objection using available CRA representative services.
If the CRA objection process does not resolve the dispute, an appeal to the Tax Court of Canada may be available. Court proceedings are separate from CRA administrative representation and can involve legal analysis and formal litigation requirements.
Phoenix Knight's CRA support should not be understood as legal representation before the Tax Court of Canada. Matters requiring legal advice or litigation representation should be reviewed with qualified tax counsel.
Some CRA matters begin with unfiled returns, income that needs correction, GST/HST or payroll gaps, or an unpaid balance. The appropriate next step depends on the tax program, what has already been filed, CRA contact to date, and the client's circumstances.
Phoenix Knight can help organize prior-year records and review the tax information connected with a possible correction or voluntary disclosure. Eligibility depends on CRA's current program requirements and the facts involved.
Read the Voluntary Disclosures GuideIf a balance is owing, Phoenix Knight can help review account information, organize financial records, prepare information for payment discussions, and assist with authorized CRA communication when included in the engagement.
Phoenix Knight cannot guarantee that CRA will accept a proposed payment arrangement, grant relief, delay collection activity, or agree with a taxpayer's position.
Missing transactions or unreconciled accounts may need to be corrected before a return, disclosure, audit response, or other CRA matter can be supported with reliable records.
Explore Bookkeeping Cleanup ServicesCRA requests can involve detailed accounting records and response deadlines. Organized records and a clear explanation can make it easier to understand what is being requested and prepare a focused response.
Phoenix Knight can help trace amounts on a return or filing back to bookkeeping records, invoices, statements, calculations, and other supporting information.
Phoenix Knight supports taxpayers with accounting, tax, bookkeeping, document preparation, CRA review questions, reassessment records, and related administrative tax matters.
These answers explain CRA letters, supporting records, authorization, objections, collections, and when separate legal representation may be needed.
Keep the complete CRA letter, note the deadline, identify the tax year or reporting period involved, and gather the records related to the request. Phoenix Knight can help review the letter and organize the accounting and tax information before a response is prepared.
Phoenix Knight may communicate with CRA about matters covered by the engagement when the required CRA authorization is in place. The actions available depend on the authorization, the account or program involved, and the representative services CRA makes available.
The records depend on the issue being reviewed. They can include receipts, invoices, bank statements, mileage information, contracts, GST/HST records, payroll records, bookkeeping reports, and supporting calculations.
CRA may review business-use calculations and the records supporting home-office or vehicle expenses when those amounts are part of the filing being examined.
Phoenix Knight can help review the reassessment, organize accounting records, prepare supporting information, and identify disputed amounts. Where the required CRA authorization is in place and the engagement includes objection filing, an authorized representative can submit an objection using CRA's available representative services. Matters requiring legal advice or Tax Court litigation should be referred to qualified tax counsel.
Phoenix Knight can help review balances and statements, organize financial records, prepare information for payment discussions, and assist with authorized CRA communication when included in the engagement. CRA decides whether a payment arrangement or other requested treatment is accepted.
No. The information and transactions available depend on the authorization provided, the account or program covered, and the representative services CRA makes available. Phoenix Knight's work is also limited to the services included in the client's engagement.
The CRA assistance described here is accounting- and tax-focused administrative support and should not be understood as legal representation before the Tax Court of Canada. Court proceedings or other matters requiring legal advice should be reviewed with qualified tax counsel.
Bring the CRA letter, notice of assessment or reassessment, document request, collections correspondence, or other tax information you have. Phoenix Knight can help identify the accounting records and response steps that need attention.
Authorization does not guarantee a particular CRA outcome. Litigation and matters requiring legal advice should be reviewed with qualified tax counsel.
