When you receive a letter saying your tax items are under review, you will be provided with a Case Number on the letter. Make sure you keep it, it is very important. At Catherine Barrie Accounting we would be happy to handle this process for you; however, if you choose to do it yourself these are the steps you should take.
- Collect the receipts or documents requested by the CRA
- Photo copy or scan the documents
- Write the case number and your SIN number on all the copies of the documents
- If your sending by mail, send to the address indicated on the letter that was sent to you (usually located on the last page)
- If submitting online log-in to MyAccount on the CRA Website (check out our instructions on how to register for MyAccount)
- Look for the Tab that says Submit Documents
- Input your Case Number
- Add a description to the files your uploading eg. Medical Receipts Jan-Dec
- Upload your documents
- Print off and keep your submission confirmation for your records