2017-03-29 00:00:00TaxesEnglishCheck out the CRA's Tax Information Phone Service. Learn why this may be a valuable resource for your individual clients.https://quickbooks.intuit.com/ca/resources/ca_qrc/uploads/2017/06/Small-Business-Owner-Calls-The-CRA-Tax-Information-Phone-Service.jpghttps://quickbooks.intuit.com/ca/resources/taxes/let-your-clients-know-about-cra-information-phone-service/Let Your Clients Know About the CRA's Tax Information Phone Service

Let Your Clients Know About the CRA’s Tax Information Phone Service

1 min read

If you have personal clients, you may want to tell them about the Canada Revenue Agency’s Tax Information Phone Service. This free service helps individuals obtain information on a variety of tax issues. As of 2017, the phone number is 1-800-267-6999, and you can give this number to your clients or even use it for your personal tax questions. Through TIPS, individuals can get information on the amount of their tax refunds and when the refunds are expected to arrive. They can also find out about Canada child benefits and GST/HST tax credits. If you have clients who want to maximize their retirement plan contributions, they may want to use this number to find out their annual contribution allowance for their registered retirement savings accounts. Individuals can also request remittance vouchers and proof of income statements through TIPS. Before they call, your clients need their Social Insurance Number, date of birth, and the total income entered on line 150 of one of their previous two years of returns. The service uses that information to verify their identity. TIPS is not designed for businesses, and as a bookkeeper or accountant, you cannot call this number on behalf of your clients. If you need to access information on behalf of your clients, you may want to use the CRA’s Represent a Client online portal, and if your business clients want to access their own information, they may want to check out My Business Account. TIPS can be a useful resource for basic questions on benefits or tax refunds. You may want to keep this number handy so you can refer individual clients as needed.

References & Resources

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

Related Articles

How to Deal With the 4 Types of Bad Clients

Freelancers and small business owners might not have to deal with demanding…

Read more

What a CPA Can Do to Help Business Clients Avoid the CRA Audit Process

Whenever someone submits a tax return, there is always a chance of…

Read more

4 Ways to Attract More Clients to Your Web Design Business

Your web design work combines innovative techniques with your own brand of…

Read more