At YBL, we understand that dealing with CRA reviews can be overwhelming. That’s why Personal Tax Review Protection (previously known as our Opt-In, Opt-Out Service) is now included with every personal tax return we prepare—no extra fees, no opt-ins, just peace of mind.

This service ensures that any CRA post-filing reviews or requests for additional information are handled quickly and professionally by our team of experts under the following situations.

What’s Included? ✅

With Personal Tax Review Protection, we’ll handle the simple CRA desk reviews and requests related to your tax return at no extra charge - saving you time and effort.

Common areas covered include:

• Medical Expenses
• Charitable Donations
• Pension Split
• Tuition Credits Transferred
• Childcare or Dependent Care Claims
• Home Buyers Plan

If the CRA requires clarification or proof for any of these claims, we’ll take care of gathering and submitting the necessary documentation for you.

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Please ensure you let us know if CRA has requested information from you as they will not have contacted us directly.

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What’s Not Covered? ❌

While our protection covers a wide range of common reviews, certain situations are considered outside the scope of regular service as they can require significantly more time.

Examples can include but are not limited to the following:

• Employment Expense reviews & audits
• Business reviews & audits
• Rental reviews & audits