Should I do this, or get my accountant to do this?
October 11, 2019 4:30 PM Subscribe
Canada Revenue Agency Filter! I recieved a letter from the CRA (an official one, not a scam) that they're reviewing the tuition fees I claimed on my taxes. I read the letter, and understand which form (T2202A) and which tax schedule I need to send to them (Schedule 11). However, for the first time in my life I had an accountant do my taxes... should I get my accountant to do this? This seems easy enough to do on my own, but I'm also being cheap.
I guess I'm new to having an accountant, so I'm not sure how this all works!!
I have a Schedule 11 form filled out on my tax return, so I can just copy that and send that in to the CRA and I have a copy of the T2202A form from my university ready to go... but idk. Is this something I should inform my accountant of? Should HE do it? I have no idea what the norms are with accountants regarding this. Is this a stupid inconsequential thing to tell him? I almost feel like I'd be bothering him with a stupid little problem. It would be cheaper to do it myself, but is it worth it?
I guess I'm new to having an accountant, so I'm not sure how this all works!!
I have a Schedule 11 form filled out on my tax return, so I can just copy that and send that in to the CRA and I have a copy of the T2202A form from my university ready to go... but idk. Is this something I should inform my accountant of? Should HE do it? I have no idea what the norms are with accountants regarding this. Is this a stupid inconsequential thing to tell him? I almost feel like I'd be bothering him with a stupid little problem. It would be cheaper to do it myself, but is it worth it?
My accountant made what may be the same or a similar mistake - not submitting the T2202A form - and it took me months and many hours of work to sort it out with the CRA.
Different offices of theirs kept sending me letters with contradictory instructions. I would finish what one office said to do and then get a letter from another office telling me to do something else.
In the end, I had to get a friend who was a tax expert to incredibly patiently talk the CRA through it, after we sent them a giant fax of all the contradictory correspondence and my responses.
I know this isn't helpful, but I hope you find a faster and less frustrating way to sort it out.
posted by sindark at 6:10 PM on October 11, 2019
Different offices of theirs kept sending me letters with contradictory instructions. I would finish what one office said to do and then get a letter from another office telling me to do something else.
In the end, I had to get a friend who was a tax expert to incredibly patiently talk the CRA through it, after we sent them a giant fax of all the contradictory correspondence and my responses.
I know this isn't helpful, but I hope you find a faster and less frustrating way to sort it out.
posted by sindark at 6:10 PM on October 11, 2019
It's possible he made an error, in which case he will likely fix it for free.
CRA has been all up in people's tuition credits for fucking years. Every Goddamned year while I was in law school for me and most of my classmates. Why they don't just require schools to submit like employers do with T4s, I will never understand. This isn't an error, it is totally normal operating procedure for CRA.
OP, just submit the form and email your accountant to tell him you did, just so he is aware.
posted by jacquilynne at 7:11 PM on October 11, 2019 [2 favorites]
CRA has been all up in people's tuition credits for fucking years. Every Goddamned year while I was in law school for me and most of my classmates. Why they don't just require schools to submit like employers do with T4s, I will never understand. This isn't an error, it is totally normal operating procedure for CRA.
OP, just submit the form and email your accountant to tell him you did, just so he is aware.
posted by jacquilynne at 7:11 PM on October 11, 2019 [2 favorites]
Response by poster: I didn't realize how common this was, jacquilynne!
I decided to email my accountant about this and he submitted the proper paperwork to the CRA this afternoon!
posted by VirginiaPlain at 7:59 PM on October 12, 2019
I decided to email my accountant about this and he submitted the proper paperwork to the CRA this afternoon!
posted by VirginiaPlain at 7:59 PM on October 12, 2019
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posted by nouvelle-personne at 5:33 PM on October 11, 2019