Got a Letter from the CRA? Here’s What to Do Next
Got a Letter from the CRA? 5 Steps to Handle It the Right Way
It’s normal to feel anxious when a letter arrives from the Canada Revenue Agency (CRA). Whether it’s a routine review, a request for more documentation, or something more serious, the important thing is: don’t panic—and don’t ignore it.
At Ask-Her® Tax, we help clients across Alberta navigate these situations every day. Here's a simple breakdown of what to do if you’ve received mail from the CRA, and how to handle it with confidence.
1. Read the Letter Carefully
Your first step is to calm the chaos. Take a deep breath and read through the letter thoroughly.
CRA letters usually include:
The type of request or review
A specific timeline for your response
A list of documents or details they want
It might be something as simple as verifying your income or expenses. Or it could be a notice of assessment adjustment. Either way, understanding exactly what they’re asking for is key to responding correctly.
📝 Tip: Don’t throw the envelope away—keep the letter somewhere safe and take note of any reference or case numbers.
2. Figure Out What Kind of Review It Is
CRA correspondence can range from minor information checks to full audits. Here are some common types:
Pre-Assessment Review: Happens shortly after filing your return. The CRA is checking something before processing your refund.
Processing Review: Takes place after your return has been assessed, often requesting receipts or additional proof.
Matching Program Review: If your return doesn’t match records from third parties (like employers or banks), the CRA will follow up.
Audit: A more in-depth review of your business or personal tax situation.
Understanding what kind of review it is will help determine how urgent or complex the situation might be.
3. Gather the Right Information
Once you know what the CRA is asking for, the next step is to gather the documents to support your claims. This may include:
Income slips (T4, T5, etc.)
Expense receipts
Bank statements
Bookkeeping records
Contracts or invoices (especially for sole proprietors or partnerships)
Responding without the correct documents can delay the process—or worse, lead to reassessments, penalties, or denied credits.
If you're unsure what qualifies as acceptable proof, we can help review your documents before submission.
4. Respond Within the Deadline
The CRA usually gives you 30 days to respond. Missing this window can result in:
Your file being escalated
Changes to your tax return
Possible penalties or interest charges
Need more time? We can help you request an extension—but it must be done before the deadline expires.
We also make sure your response is accurate and complete, reducing the risk of further follow-ups.
5. Call in the Experts (That’s Us!)
You don’t have to face the CRA alone.
At Ask-Her® Tax, we specialize in CRA review support for individuals and Indigenous business owners across Alberta. We help you:
Understand what’s being asked
Collect and organize supporting documents
Respond professionally and on time
Communicate directly with the CRA on your behalf (when authorized)
Our goal is to take the stress off your shoulders and ensure your file is handled correctly.
Remember: The CRA isn’t always accusing you of wrongdoing. Most letters are routine—but they do require attention.
If you’ve received a letter and don’t know what to do next, reach out. We’re here to guide you step-by-step.
Written and composed by:
Shelilia Vivier – President/CEO
Ask-Her® Tax + Bookkeeping Inc.
Copyright 2025