CRA Personal Tax Audit? We'll Handle the CRA for You
Review letters, requests for receipts, reassessments and full personal audits — Trim Tax's CPAs take over the correspondence, build a complete response and protect your deductions and credits.
A CRA letter is not an accusation — but it needs the right response
Every year the CRA reviews a large number of personal returns. Most reviews start with a letter asking you to support one specific claim: medical expenses, childcare, tuition, moving expenses, donations, the disability tax credit, employment expenses, rental losses or a home office. Being selected does not mean you did anything wrong.
Many reviews are random, and many are triggered simply because a claim is larger than usual. But how you respond decides the outcome. An incomplete package, a missed deadline or an explanation that raises new questions can turn a simple review into a reassessment with interest and penalties.
Trim Tax represents you from the first letter. We read exactly what the CRA is asking for, gather and organise the supporting documents, write a clear cover explanation, submit everything through our authorized representative access, and follow the file until the CRA confirms the outcome.
If the CRA has already reassessed you, we review whether the reassessment is correct and, where it is not, file a Notice of Objection.
The types of CRA personal reviews and audits
Pre-assessment review
before your Notice of Assessment is issued, the CRA asks for receipts supporting a claim, and your refund is held until you respond.
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Processing review
after your return is assessed, the CRA checks specific deductions or credits and may reassess.
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Matching program
the CRA compares your return with slips filed by employers, banks and other payers, and with information from other sources, then proposes adjustments for income it believes was missed.
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Desk audit
an auditor reviews your records by correspondence, often covering several claims or several years.
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Field audit and net worth audit
an in-depth audit, sometimes reconstructing your income from changes in your assets, debts and spending where the CRA believes income was not reported.
Book a consultationMost CRA letters give 30 days to respond. If more time is needed, an extension can usually be requested before the deadline — we request it for you.
What commonly triggers a personal review
- Medical expense, childcare, tuition and moving expense claims
- Disability tax credit and caregiver claims
- Donations, particularly large or first-time claims
- Employment expenses and home-office claims supported by a T2200 or T2200S
- Rental losses, especially year after year
- Capital gains and losses, including cryptocurrency and the sale of a home not reported or designated correctly
- Income on slips that does not match the income on your return
- Refunds that are large compared with your previous years
- Third-party information, or a lifestyle that appears inconsistent with reported income
How we handle your personal audit
Authorization
Scope review
Document package
Submission and follow-up
Proposal letters
Objection
Relief
Prevention
Who we help
Employees audited on employment expense, home-office or moving claims
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Families asked to support medical, childcare, tuition or disability claims
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Landlords whose rental losses are under review
Book a consultation Investors whose capital gains, crypto transactions or property sales are being questioned
Book a consultation Taxpayers facing a net worth audit or a proposal to add unreported income
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Anyone whose refund is on hold pending a CRA review
Book a consultationWhy choose Trim Tax for a personal tax audit
- Licensed CPAs with 15+ years of CRA audit experience respond for you — not a template-letter service.
- Complete, organised responses the first time, which is the fastest way to close a review.
- We know which alternative evidence the CRA accepts when an original receipt is missing.
- Proposals challenged before they become reassessments, and objections filed on time when they do.
- A flat fee quoted after a free review of your letter.
- Confidential and judgment-free, in person in Vaughan or virtually across Canada.
Frequently asked questions
Got a CRA letter? Don't face it alone.
Book a free, confidential review with a Trim Tax CPA — call 647 243-5076 or email info@trimtax.ca.
Disclaimer: Trim Tax is an independent accounting firm and is not affiliated with the Canada Revenue Agency. Results depend on your individual facts and CRA criteria; no outcome is guaranteed.
