Choose Expert Fiscaliste as Your Authorized Tax Representative
Choose Expert Fiscaliste as your authorized representative with the Canada Revenue Agency (CRA) and Revenu Québec for your personal and business tax affairs.
We provide attentive, bilingual support in English and French for personal income tax, corporate income tax, GST/HST, QST, payroll deductions, instalments, tax notices, reassessments, and government correspondence. Our objective is to help you remain compliant, informed, and in control of your tax obligations.
Authorizing a qualified tax representative can make managing your federal and Québec tax affairs more efficient. With the appropriate authorization, Expert Fiscaliste can access relevant tax information, communicate directly with the CRA and Revenu Québec, help manage filing and compliance work, and respond promptly to notices and requests for information—without requiring you to share your personal CRA or Revenu Québec sign-in credentials.
Advantages of Authorization
One point of contact
As your authorized representative, Expert Fiscaliste can communicate with the CRA and Revenu Québec regarding the tax accounts and programs you authorize. This may include:
- Personal income tax returns and notices of assessment.
- Corporate income tax accounts.
- GST/HST and QST returns, remittances, and account balances.
- Payroll deductions, remittances, T4 slips, RL-1 slips, and employer reporting.
- Instalment requirements and payment balances.
- Requests for information, reviews, reassessments, and correspondence.
This means you have a knowledgeable tax professional available to help interpret government communications and coordinate an appropriate response.
Faster response to notices and deadlines
Tax notices should not be ignored. A CRA or Revenu Québec letter may relate to a missing return, a balance owing, a request for supporting documents, a review, an assessment, or a reassessment.
With authorization in place, Expert Fiscaliste can help review relevant notices, account information, balances, filing history, and correspondence. Early attention may help reduce the risk of missed deadlines, avoidable interest, penalties, collection action, delayed refunds, or an incomplete response to a government request.
Better coordination of personal and business taxes
Personal and business tax matters are often connected. This is especially true for self-employed individuals, owner-managed corporations, landlords, shareholders, GST/HST and QST registrants, and employers.
We consider the broader tax picture rather than treating each filing as an isolated task. This can help identify inconsistencies, missing information, instalment issues, payroll matters, GST/HST or QST reporting concerns, and differences between corporate and personal reporting before they become larger problems.
GST/HST and QST support
Expert Fiscaliste can assist eligible clients with the administration of GST/HST and QST obligations, including:
- Reviewing registration and reporting requirements.
- Preparing and filing periodic returns.
- Reviewing sales-tax collected and input tax credits or input tax refunds.
- Reconciling tax balances and remittances.
- Responding to questions or requests from the CRA or Revenu Québec.
- Helping address late filings, account balances, corrections, and notices.
Proper sales-tax administration is particularly important for businesses, self-employed persons, consultants, contractors, landlords with taxable commercial activity, and corporations that make taxable supplies.
Support during reviews, audits, and reassessments
If the CRA or Revenu Québec requests invoices, bookkeeping records, proof of expenses, GST/HST or QST input tax credit support, payroll records, or explanations of reported income, Expert Fiscaliste can help organize the documentation and prepare a clear, professional response.
We can help you understand what information is being requested, gather the supporting records, identify potential issues, and communicate with the tax authority within the scope of your authorization. Properly prepared responses can reduce the risk of misunderstandings, incomplete submissions, or unnecessary reassessments.
Help with objections and tax disputes
Where appropriate and within the authorization granted, Expert Fiscaliste can assist with tax-account follow-up, online requests, return filing, correspondence, and the preparation of information needed for an objection or dispute.
If you disagree with an assessment or reassessment, it is important to act promptly. We can help review the issue, identify the documents and facts that support your position, and discuss the appropriate next steps. The level of CRA business authorization granted determines the functions a representative may perform, including certain filing, account-management, and dispute-related activities.canada
Continuity when you are unavailable
Business owners and taxpayers are often busy managing operations, serving customers, travelling, or dealing with personal and family responsibilities. An authorized representative helps ensure that tax administration does not stop simply because you are unavailable.
With the proper authority, Expert Fiscaliste can receive and address routine tax information, monitor relevant correspondence, and help keep your tax matters moving forward while you focus on your business and personal priorities.
Improved records and tax planning
Access to notices, balances, prior filings, correspondence, and account history can help identify issues earlier. This may include missed instalments, unfiled returns, GST/HST or QST reporting variances, payroll remittance concerns, account discrepancies, or inconsistencies between business and personal information.
A more complete understanding of your tax situation supports better recordkeeping, more timely compliance decisions, and more informed tax planning discussions.
CRA Authorization Levels
The right authorization level depends on what you need Expert Fiscaliste to do. The goal is to provide sufficient access for effective service while limiting authority to what is necessary.
| Account type | Access level | Typical purpose |
|---|---|---|
| Personal income tax | Level 1 | Allows a representative to review tax information and discuss your file, without making account changes |
| Personal income tax | Level 2 | Allows access to tax information and certain account actions; often appropriate when the representative actively manages the tax file |
| Business accounts | Level 1 | Information-only access, such as correspondence, balances, and account details |
| Business accounts | Level 2 | Information access plus certain account-management functions, which may include filing returns and making online requests |
| Business accounts | Level 3 or delegated authority | Broad authority that may include managing representatives and signing certain documents; generally reserved for exceptional circumstances and highly trusted individuals |
CRA uses Level 1 and Level 2 access for personal tax accounts. Business accounts can use Level 1, Level 2, or Level 3/delegated authority. Level 2 business authorization may allow a representative to file returns, submit certain online requests, and assist with formal disputes, while Level 3 provides more extensive administrative authority.canada+1
Recommended Authorization Structure
For many Quebec taxpayers who have both personal and business tax obligations, the following structure provides an appropriate balance of access and control:
- Personal CRA Level 2 authorization for Expert Fiscaliste when we prepare your returns, review notices, and need to make permitted requests or adjustments.
- CRA business Level 2 authorization for the applicable business number and relevant programs, such as corporate income tax, GST/HST, and payroll accounts.
- Account-specific authorization whenever possible, rather than unrestricted access to every present or future account.
- Information-only access for a bookkeeper, employee, or other person who only needs to view balances, notices, or account details.
- Careful use of CRA Level 3 or delegated authority, which is usually unnecessary for an outside tax professional unless broader administrative authority is genuinely required.
- A corresponding Revenu Québec authorization or power of attorney for Québec income-tax, QST, payroll, and related matters.
Revenu Québec distinguishes between an authorization, which enables a representative to access confidential information and documents, and a power of attorney, which may permit the representative to act on your behalf.revenuquebec
Your Protection and Control
Authorizing a representative does not transfer your tax responsibility. You remain responsible for ensuring that returns are accurate, that applicable taxes are paid, and that GST/HST, QST, payroll deductions, instalments, and income-tax balances are remitted on time.
For your protection, we recommend that you:
- Authorize only a trusted tax professional or firm.
- Use the official CRA and Revenu Québec authorization process rather than providing your passwords or account credentials.
- Limit authorization to the relevant accounts, tax programs, and functions.
- Set an expiry date where appropriate.
- Review your authorized representatives regularly and promptly remove access for former employees, bookkeepers, or advisors.
- Keep copies of your tax returns, government notices, correspondence, confirmations of filing, remittance records, and supporting documents.
- Maintain your own CRA My Account, My Business Account, and Revenu Québec access so that you can independently monitor your tax affairs.
CRA authorization generally remains in effect until it is cancelled, withdrawn, or reaches the authorized expiry date.canada
Why Choose Expert Fiscaliste?
- Personalized representation for individuals, self-employed professionals, landlords, corporations, and small businesses.
- Federal and Québec tax support for CRA and Revenu Québec matters.
- Assistance with personal income tax, corporate income tax, GST/HST, QST, payroll deductions, instalments, tax-account administration, and government correspondence.
- Bilingual service in English and French.
- Timely review of tax notices, assessments, reassessments, account balances, and requests for information.
- Practical compliance support designed to help reduce missed deadlines, avoidable interest, and penalties.
- Clear communication with the CRA and Revenu Québec within the authority you grant.
- Personalized attention to your personal and business tax situation.
- You retain control over your authorization, including its scope, duration, and cancellation.
Get Started
Call now: 514-954-9031
Toll-free: 877-542-2130
Email: will@expert-fiscaliste.ca
Contact us: Visit our Contact Page
Telephone service is available Monday through Friday, 9:00 a.m. to 5:00 p.m. In-person appointments may be available by appointment in Montréal, and secure document-sharing options are available through the client portal.expert-fiscaliste
Authorize Expert Fiscaliste today and gain a reliable tax partner for accurate tax preparation, practical tax guidance, and dependable CRA and Revenu Québec representation.
