Caller Verification | Documents | The Remix | Systems |
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What is Enhanced Caller verification
You use this method of caller verification when a taxpayer has a pin on file but fails to use it to authenticate themselves.
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What is a T4 slip
What do they need. A taxpayer asks you send a copy of their income earned from their employer.
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What is FMR
Taxpayers are able to file taxes using this special service if they have simple taxes and are invited
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What is T1 Case
This system is used to check for initial tax returns, reassessments and accounting requests.
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What is Regular Caller Verification
This method of caller verification is used to update a marital status for a taxpayers account.
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What is 15 business days depending on the taxpayer local mail service
This is the timeframe taxpayers are provided when a taxpayer requests documents to be mailed to them
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What is a Legal Representative
This person has the same rights as a taxpayer for their tax requirements and are able to managing their CRA information including Identification
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What is a legal rep
This rep authorization will need to be requested after the passing of a taxpayer.
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What is Simplified Caller Verification
You use this method of caller verification when a taxpayer request a personalized remittance voucher
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What is AMS or e-services.
These agents assist with issuing security codes to be sent by mail.
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What is Filenet
This system can be used to view documents submitted electronically through MA
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What is December 31st.
This is the effective date of a marital status reported on a tax return.
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What is a Control Question
This next step in caller verification is only used after completing the highest level of security to ensure your talking to the correct taxpayer
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What is a NOA
This is the document sent to taxpayers when their taxes have been assessed
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What is Progress tracker
Where taxpayers can view the progress of many of their requests on MA
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What is common-law
Your marital status after 12 months of living together in a conjugal relationship or living together with a child.
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Multiple attempts were made by one or more callers to get information about this account. These callers were not able to verify their identity with our contact centre agents. As a result, the CRA has taken steps to protect the information on this file. You will need to submit documentation to the CRA to verify your identity. Until these documents are reviewed, you will not be able to call us to access this account.
You say this statement to a taxpayer when there is a 3 strike bulletin
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What is an Option C/ statement of income and deductions
Some taxpayers use this document for mortgage purposes to validate their income
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What is CVITP (Community Volunteer Income Tax Program)
This service is available to eligible taxpayers who are unable to prepare their tax return
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What is a Refund Exam Code
This can prevent you from making updates to a taxpayer's identification information
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