Read the full letter, identify the tax year and claim being reviewed, and note the response deadline. A review means the CRA needs to verify information; it does not automatically mean you did something wrong.

Our CRA correspondence assistance starts with understanding the request and the records needed to respond.

1. Check what the letter actually asks for

Highlight the reference number, tax year, amount or claim under review, deadline and submission instructions. A document request is different from a notice of reassessment or a collection notice. Send the complete letter to your preparer, including any questionnaire or second page.

2. Confirm it is genuine if you are unsure

Use official CRA contact information to verify a suspicious request before sending documents or making a payment. The CRA’s income-tax-review guidance explains how to verify a letter and contact the team handling the file.

3. Build a response folder

• The complete CRA letter and attachments.
• The filed return and the schedule containing the claim.
• The receipts, statements or other evidence requested.
• A short explanation of how the documents support the amount claimed.
• A list of anything missing and the steps taken to obtain it.

As an organizational example, label medical receipts by provider and date, then create an index matching the documents to your explanation. An index makes the response easier to follow but does not replace the evidence.

4. Respond using the stated instructions

Include the CRA reference number and provide all applicable documents within the timeframe in the letter. Online submission may be available through your CRA account or your authorized representative. Keep a copy and the submission confirmation.

What if documents are missing or I need more time?

Contact the CRA using the number in the verified letter. Explain what is missing or request more time before the deadline where possible. Do not assume an extension has been granted. If receipts are unavailable, provide an explanation and ask what other support may be accepted.

Can someone respond for me?

An authorized representative may assist with the response. Use the CRA’s authorization process; you do not need to share your CRA account password with your preparer.

Get a clear next step

We help clients in London, Ontario and online across Canada understand CRA correspondence and organize a response. See our CRA letter assistance service and tell us the deadline at the start. Advice on an objection or a dispute may require a separate scope of work.

Related guides

• What Documents Do You Need to File Your Taxes in Canada?
• Reporting Rental Income in Canada: Records and Expenses to Prepare

Official sources

• CRA: Responding to a review
• CRA: Income tax review guidance
• CRA: Submitting documents online

General information only. The applicable tax year, your records and your circumstances determine the treatment. Contact us for guidance based on your circumstances.