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Year-Round CRA Records Support

Received a Letter from the CRA? Start With the Records.

We help review the financial information being requested, organize supporting documents, reconcile bookkeeping records, and prepare the accounting information needed to respond appropriately.

Last updated: August 2026

How Taxxel can help
Connected financial records
Bookkeeping
Year-round records
Tax
T1 / T2 support
Records
CRA / industry

Common CRA Notices Explained

The first step is to identify what CRA is asking for, which period is involved, and what records support the amounts in question.

NOA

Notice of Assessment

Confirms that CRA has processed a return. If the assessed amounts differ from what was filed, review the adjustments and the records behind the affected items.

NORA

Notice of Reassessment

CRA has changed an assessed amount. If you disagree, time limits may apply. Taxxel can help organize the bookkeeping records and supporting financial information connected to the reassessment.

REVIEW

Review / Verification Letter

CRA may ask for documents supporting a specific claim, deduction, credit, income amount, or business expense. We help organize the requested financial records and source documents.

AUDIT

Audit Notification

A CRA audit can involve detailed financial records for a stated period. Taxxel supports the bookkeeping, reconciliation, source-document organization, and record reconstruction work within our scope.

DEBT

Collections Notice

A collections notice should be reviewed promptly. We can help organize account balances, payment records, filed returns, and other financial information so you can address the matter with CRA or the appropriate adviser.

PENALTY

Penalty & Interest Notice

If penalties or interest are involved, the relevant filing history and supporting records should be reviewed. Where taxpayer relief may be relevant, we can help organize the financial records used to support the request.

CRA notices can include time-sensitive response dates. Review the date and instructions on your letter promptly.

Discuss Your Notice

How Taxxel Supports a CRA Notice File

01

Send Us the Notice

Share the CRA letter and any related assessment or prior correspondence so we can identify the financial records involved.

02

Check the Dates

CRA letters can include response or objection timelines. We identify the dates shown on the notice so the file can be prioritized appropriately.

03

Organize the Records

We gather source documents, reconcile the relevant bookkeeping period, and prepare a clear financial-record package within our service scope.

04

Support the Next Step

We help you understand the accounting information in the file and prepare records for CRA, your tax adviser, or another representative where needed.

What to Bring / Send Us

  • The CRA notice, including all pages
  • The related Notice of Assessment or Reassessment
  • The filed return for the period in question, if available
  • Receipts, invoices, statements, or records tied to the reviewed item
  • Any earlier CRA correspondence on the same matter
  • Relevant bookkeeping or accounting records

Year-Round CRA Records Support

CRA records work can arise at any time of year. Taxxel helps keep the financial side of the file organized so the requested amounts can be traced back to supporting records.

  • Bookkeeping cleanup and reconciliation
  • Source-document organization
  • Notice and assessment record review
  • Business financial-record preparation
  • Catch-up bookkeeping and supported reconstruction
  • Tax-return and accounting schedule coordination

Frequently Asked Questions

Talk through the file

Need help deciding the right starting point?

Tell us whether the need is bookkeeping, tax, CRA records support, catch-up work, or an industry-specific financial-record matter. We will route the enquiry appropriately.

Ontario & GTA service areas

Work with Taxxel from your community

Taxxel supports businesses, professionals and individuals across Ontario. Most bookkeeping, tax and CRA records-support engagements can be coordinated securely without repeated office visits.

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