CRA Engage is a new tool the Canada Revenue Agency is using to communicate with Canadians. We would like to hear your feedback on using the site and appreciate any suggestions for future improvements.
Great Inititative! Take it National.CRA information sessions have always been well attended. I applaud you for changing your approach from speaking mode.My top pics: T1135 and capital gains taxation
Hello,I appreciate the increase in services available to representatives. A couple of other things that will allow us to be more proactive in reaching out to our clients during slow periods would be the ability to see which of our clients had outstanding T2 and HST Returns, and debit balances owing. Perhaps if CRA makes this available, the format could be created in a Pivot table so that it can be sorted by the representative by Business name, oldest periods unfiled, or largest debit balances outstanding.
Hello,It would be great if CRA allowed representatives to see which of their clients had unfiled T1 Returns, and expired or expiring DTC certificates. Perhaps this could be formatted by way of a Pivot table so that representatives can choose to see the information by Taxpayer or oldest unfiled T1 Returns.
Also, it would be great if authorized representatives had the ability to change their T1 clients' mailing address electronically.
I totally agree
I like the idea of highlighting returns which are overdue, and even returns whose deadline is approaching.
Mailing addresses make me nervous. If I am an unscrupulous tax preparer, the ability to redirect my "clients' " mail enables me to ensure they do not receive CRA correspondence regarding discrepancies on their filings. I have seen a few situations where clients provided cheques for their tax balances which did not make their way to their accounts (in many cases, neither did the returns, which weren't prepared well anyway). In all of these cases, the taxpayer received no correspondence because the scammer had redirected their mail, using their address as the mailing address on the return.
Today, clients can always sign up for online access, but how many clients engage a representative because they want to deal directly with CRA and diligently review their online accounts? While it is a hassle being unable to update that information, there is a reason for it.
Since I am on my soapbox anyway, CRA, please remember the scammers who pose as tax preparers and reverse your change to the T183 which asks taxpayers to provide their banking information to their tax preparer. There are plenty of electronic payment options without setting the trend that taxpayers provide banking details to tax preparers on a form they are required to retain for many years. Don't add another tool to the scammers' collection.
Good points, Hugh.
I concur completely with Joe's comments....if reps can access clients' tax files that should include being able to change their mailing addresses. A principal reason clients appoint us is to 'relieve' themselves of having to deal with CRA. Why not include the ability to change mailing addresses?
As noted above, I'm a bit torn on the mailing address issue. Perhaps a reasonable compromise would be to allow a Rep to change the address, and send out a "Your mailing address has been changed from [OLD ADDRESS] to [NEW ADDRESS] in accordance with your representative's request. Future correspondence will go only to that address,"
Send that by online mail, if it's in use, and by regular mail to the old and new addresses. If the change was unauthorized, either the taxpayer becomes aware of it (GREAT!) or brings it unopened to the representative (there's no way to protect those taxpayers who aren't reading their mail anyway).
CRA sends the client notification when they add me as a representative - why not this extra security measure here as well?
I find the pages taking me to comment sections very "busy". There is a reason most Internet discussion boards have one line for each topic section. As well, guidance on the topics desired in each section would be helpful.
Overall, though, nothing is ever perfect out of the gate, and this is an excellent and welcome initiative.
I would love to see the option available to upload new or expiring Disability Tax Certificate Applications available through Represent a Client.
In Represent a Client, under "View Mail", I would like to see the letters mailed to clients from CRA regarding a Personal Tax review of information (such as a request for medical or donations receipts), along with the results of the review once completed.
To take Corinna's comment (with which I fully agree) further, I would ask that CRA err on the side of including correspondence in My Account, My Business Account and Represent a Client. Make it easy for us to access your correspondence and we won't have to call you with requests for documents that got "lost in the mail" (whether by Canada Post, or in the pile of mail our client tossed out without reading it).
Accessing a Notice of Reassessment that explains the changes as "In accordance with our correspondence of DATE" isn't very helpful if that correspondence can't also be accessed.
This will give a history of the review process.
Thank you CRA for this opportunity to make our voices heard.Although this is not a topic which we encounter on a daily basis, it is a pain when we do encounter. Recently I had to confirm CDA balance for a client who has been a client for the last 6 years.It would be nice to have the CDA balance available online under Represent a client.
I think this is a great opportunity for CRA to provide a dedicated service to tax professionals and representatives - can't wait for it to be operational.
Completely agree on the comments about the address changes for personal accounts.
Would also like to see the ability to transfer payments between taxation years for individuals.
Thanks for the outlet.
It would be great to introduce a method to make garnishee payments online through My Payment, for example. Since taxpayers/individuals and corps can now make payments online, another option could be added to allow third parties to remit on debtor's behalf instead of mailing in vouchers and cheques, minimizing operating costs for the third parties.
As an accountant I try to spend my time on remunerative work however, most of the time i spend is to contact CRA to resolve accounting errors and for this no body pays. Majority of time remittances are posted on wrong reporting period/year. Payment sent for arrears for 2015 are posted in 2017. Clients get notices for payment with penalty and interest for 2015 and she come running to us saying that she has already paid it or refunds are held back and applied for future reporting period, without approval of taxpayer The process of wasting time starts after lot of security Q we are told that its sitting in wrong period. I have just started online authorisation to save on time but errors must stop. More issues will be shared in next comment.
It would be great if the CRA could actually give clarity on TFSA audits and taxation and communicate with those that have been assessed. I have called the CRA line 6 times and asked if certain things that have been taxed in the TFSA would be taxed and every rep said it WOULD NOT. This is one of the most confusing and poorly communicated issues I've seen and it would be beneficial to get a response from someone in a high level position.