June 2025 Poll

Advisors sometimes don’t follow up enough on clients’ tax results. I was one of them not tracking or emailing a query. CRA is efficient, so I left the clients to CRA or tax preparers, too hopefully.

By Denzil Feinberg R.F.P., CFP (Ret.) on June 04, 2025

A lot of time clients move but do not inform the CRA that they have done so.  We as tax preparers cannot help them with this as we used to. Previously, we could tick a box on the return to state that there is a new address.  now that box is gone and we cannot even call the CRA to make changes.  The client usually cannot get hold of the CRA and just lets it go, only to discover their cheque has gone AWOL. The CRA should make it possible (once again) for the tax preparer to work on the clients’ behalf to enable a change of address.  We are representatives of the clients after all.

By Robert Litschel on June 04, 2025

Cheques get lost in the mail - people move
Address on file is slightly wrong and postal delivery does not make the effort to fix it - e.g. appartment 1B entered as 18, postal code doesn’t match the address.
Some people on Social Assistance are afraid that if their refund cheque hits their bank account, it will count against them as income

By Rosalind on June 04, 2025