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Help clients fix tax mistakes

understanding-the-new-wealth-surtax

If your client makes a mistake filing taxes, there are ways you can help.

Tax time can be stressful, and items may be overlooked. If clients miss a filing step, or worse, try to help them through the correction process.

To start, show your clients the pitfalls to avoid—and when it’s too late, let them know the situation usually can be salvaged:

Get out of trouble with Revenue Canada

How to fix RRSP overcontributions

What to do with capital gains or losses

Come clean with the CRA

Problems with pension splitting

Avoid mistakes as an American in Canada

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Your clients count on your advice. These articles will show them how you can help.

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