how to dispute a past years tax calculation [Archive]

Gee

Mar 28th, 2005, 03:35 AM

They should have given you a summary of how they came to the conclusion that you owe money.

Either you didn't provide supporting documents for your cliams etc. Or you failed to report income.

Whatever the case, review the summary they sent you and it should tell you why they adjusted your return. If documents are missing etc. Send them a copy and it will be recalculated.

taxguru

Mar 28th, 2005, 12:28 PM

i had a refund of about 2000.. but they recalculate for some odd reason and i owe money.. how to fight it?

Individuals are allowed to file a Notice of Objection to dispute the calculation of income or taxes on your return by the CRA up to one year after your filing deadline, or within 90 days of a notice of assessment or reassessment, whichever is later. Corporations must file within 90 days of assessment.

The procedure is pretty simple. You identify the areas where you disagree with what CRA has done to your tax return and send in a letter or form T400a to your local tax services office, attention of the Director, explaining why you think they are wrong and you are right. From there is goes to an appeals office who will conisder your claim and contact you to discuss it.

You can even do this online. But you first have to sign up with CRA and get an ePass account. I have never done this, for myself or clients, because I cannot access their information online anymore. I prefer just to mail in a Notice of Objection.

The hard part may be figuring out where you and the CRA differ. You'll have to look at your Notice of Assessment and compare line by line to your tax return. Somewhere you are going to find different numbers in:
1. calculation of net or taxable income
2. calculation of tax credits and tax.
3. calculation of tax withheld or remitted by instalments.

You can also try revolving disputes at CRA. (http://www.cra-arc.gc.ca/agency/programs_services/disagree/menu-e.html)

Good Luck.