Words (Core Vocabulary)
- CRA (Canada Revenue Agency) / My Account / NETFILE
- tax return / filing deadline / extension / late filing
- Notice of Assessment (NOA) / reassessment
- tax slip: T4 (employment), T5 (investment), T2202 (tuition), RRSP receipt
- deduction / non-refundable credit / refundable credit
- RRSP / TFSA (accounts; TFSA not a deduction), child benefits / GST-HST credit
- eligible expenses / receipts / mileage log
- self-employed / T2125 (business income) (term reference)
- installments / balance owing / refund / direct deposit
Phrases (Collect → file → follow up)
- Which slips should I expect, and when are they available?
- Could you confirm if this expense is deductible or credit-eligible?
- I’d like to set up direct deposit for my refund.
- I filed online—when should I receive my Notice of Assessment?
- I need to correct my return—what’s the process to adjust or re-file?
- Do I need to pay installments, and how are the dates set?
Contextual Examples (Natural, everyday)
- Email to preparer: Attached are my T4, T5, RRSP receipts, and tuition slip (T2202)—please confirm if anything is missing.
- CRA call: Could you confirm the status of my return and when the NOA will be issued?
- Self-employed: I kept a mileage log—how should I submit it with my records?
Collocations & Phrases (bold the key words)
Preparation
- gather tax slips
- organize receipts
- track mileage/expenses
- review eligibility for credits
Filing
- file via NETFILE
- enter RRSP contributions
- claim tuition/medical amounts
- set up direct deposit
Follow-up
- check My Account
- download the NOA
- request a reassessment
- set installment payments
Canadian Cultural Context (How to sound natural & polite)
- Keep receipts and logs for several years in case of review.
- RRSP contributions can reduce taxable income; TFSA growth is tax-free but not deductible.
- If unsure, say: “I’m not seeking tax advice—just confirming documentation and timelines.”
Note: Tax rules change; when in doubt, consult CRA or a licensed tax professional.
Extra Mini-Patterns (plug-and-play)
- Doc check: “Could you confirm if I’m missing any slips before we file?”
- NOA status: “When should I expect my Notice of Assessment, and how will I receive it?”
- Adjustment: “I need to adjust my return—what’s the process to submit a reassessment request?”