Notice review
Notice type, assessment/reassessment date, account number, amount in dispute, and response deadline.
CRA / HST appeals
Notice, assessment, objection, and document support
Organize CRA/HST notices, assessment dates, response deadlines, account records, and missing documents.
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What this includes
Specific intake and document items for this service area.
Document checklist
Returns, invoices, bank records, CRA letters, payment history, payroll/HST records, and accountant notes.
Issue summary
Summarize what CRA says, what documents support the client, and what remains missing.
Deadline tracking
Track objection, review, and response dates so urgent items are visible.