Do you agree to share this information with Fiszman Tax Law so we can assess your matter?

We use your answers only to assess your matter and advise you on next steps. Submitting this form does not create a solicitor-client relationship.

Yes

No

Who owes the balance the CRA is pursuing?

Both means the CRA is pursuing a company and a person - for example the company's GST/HST, and you personally as a director.

Individual

Corporation

Corporation's full legal name

Both

Corporation's full legal name

Is the CRA pursuing you personally for a debt that a company or another person owes?

A CRA letter saying it is considering assessing you personally usually gives you 30 days to reply. The date printed on it is the one that counts.

Yes - the CRA says I am liable as a director of a company

Date printed on the CRA letter that says this

Yes - the CRA says I am liable because money or property was transferred to me

Date printed on the CRA letter that says this

No

Not sure

Are all of your tax returns and GST/HST filings - and the company's, if one is involved - up to date?

Unfiled periods usually have to be brought up to date before the CRA will finalize a payment arrangement. It is better to know now.

Yes, everything is filed

No, some periods are not filed

Which years or periods are not filed?

Not sure

Is the CRA auditing you or the company, or has it reassessed you recently?

An audit or a recent reassessment changes both the amount and the options. Tell us even if it is not finished.

Yes, an audit or review is underway

Which years or periods, and roughly when did it start?

Yes, I was reassessed recently

Which years or periods, and roughly when?

No

Not sure

Which CRA accounts are involved? Choose all that apply.

Choose every account you know about. If you are not sure, choose Not sure - we will confirm it from the CRA directly.

Personal income tax (T1)Corporate income tax (T2)GST/HSTPayroll source deductionsInstalmentsOtherNot sure

Approximately how much does the CRA say you owe in total today, in Canadian dollars?

A round number is fine. If different accounts have different balances, put the total here and break it down in the next question.

If you know the balance on each account separately, list them here.

For example: GST/HST approx. $40,000; payroll approx. $25,000; personal income tax approx. $12,000.

Which tax years or reporting periods do the balances cover?

For example 2021-2024. An approximate range is fine.

Has the CRA taken any step to collect - taking money, contacting your bank or employer, keeping a refund, or registering a lien?

Include anything that has already stopped. A garnishment that ran for two months last year still matters.

Yes

What happened, and roughly when? Include anything the CRA sent you about it.

No, not that I know of

Not sure

Where are things now?

Select an option The CRA has started collections action I have a CRA deadline approaching I want to set up a payment arrangement I have a payment arrangement I cannot keep I received a letter I do not understand Not sure

Could you start making monthly payments now?

Yes

Roughly how much per month?

Yes, but only a small amount

Roughly how much per month?

Not right now

Not sure

Please attach a photo or scan of your driver's licence

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Please attach anything the CRA has sent you: letters, notices of assessment, statements of account, and any letter about personal liability. If you cannot attach them now, list what you have in the next question.

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Anything else we should know? If you could not attach documents, list what you have.

How would you like us to contact you first?

Telephone

Email

Either