Tax season is now in full swing, according to the most recent 2022 season filing statistics from the CRA. As of March 7 almost 2.5 million returns had been filed, with over 95% through electronic filing methods E=File and Netfile. As we approach the height of the season, does you team have the necessary resources to deal with the demands?
At Knowledge Bureau we have a great solution to help you save time and money and answer more tax questions from your clients with confidence. It’s called Evergreen Explanatory Notes, your fast guide to issues, answers, explanations, client interview guides case studies, tax court cases, plus a fast way to link directly to all pertinent CRA forms, guides, folios, the Income Tax Act and much more!
In recent tax filing seasons, many tax and financial professionals were frustrated with long wait times for CRA responses and often remained uncertain if the right answers were provided. Professionals need to be precise when filing and having fast, authoritative access to tax questions helps down the line at tax audit time, too.
That’s the role of Evergreen Explanatory Notes, available 24/7, in your professional toolkit. This extensive online library is available at no extra charge with every Knowledge Bureau certificate, diploma or designation program, but can also be acquired by subscription.
The benefits. Evergreen Explanatory Notes can be used on-the-fly to help you confidently answer questions from clients on-the-spot, or as a management or training tool to review errors or omissions at weekly morning meetings with your staff. Experienced advisors use this comprehensive online tax reference library to improve and embellish on their knowledge – especially when “grey areas” arise – and shore up audit defense notes too.
You’ll love the issues and answers, too. Short true-to-life case studies bring complicated tax law to life, putting you in the role of tax educator, as you experience hundreds of “aha” moments.
Taxes are complicated. So are your clients’ lives. With Evergreen Explanatory Notes, you can double check answers provided by the CRA or other government departments with authoritative research links.
The components. Knowledge Bureau’s Evergreen Explanatory Notes, are your go-to reference – a sleek online tax library for fast, reliable answers to personal, corporate tax and the GST/HST. Included are quick links to the relevant government publications: the Income Tax Act, CRA forms, publications, Folios and more… everything you need to make informed decisions about critical audit-proof tax questions taxpayers have for you this tax season.
You’ll find easy-to-read explanatory notes, interview checklists, tax filing tips, case studies on sophisticated business and investment strategies and recent court cases.
“I love using EverGreen Notes; well-written and researched, and easy to follow. Also, the court cases provide a very practical view on the theory.”
—Maryke Leonard-Troskie (Coquitlam, BC)
Your real-time online tax research library, is available free with every certificate course, or for a limited time, take a 3-month subscription to get you through tax season for only $195 ($65/month). Regular fees: $99/month.
Take the straight line to success in finding answers to your tax questions - it's authoritative and invaluable in defending tax audits.