![]() Personal information is described in program-specific Personal Information Banks which can be found on the CRA’s Information about Programs and Information Holdings (formerly Info Source) page. ![]() Personal information is collected pursuant to the Income Tax Act and Excise Tax Act. Without this verification step, the CRA is unable to access your account information or make changes. The questions asked are in place to ensure the safety and security of your account. If you do not wish for your call to be recorded, please inform the agent at the beginning of the call.ĭuring your conversation with an agent and when using the automated self-serve options, you may be asked to provide personal information in order to validate your identity. Recording begins from the moment an agent answers the call and continues until the line is disconnected, including any time spent on hold. These call recordings are used to evaluate the quality and accuracy of agents’ responses, identify call trends, and provide insight into potential areas in which training would be beneficial. The Canada Revenue Agency’s (CRA) call centres record some calls. Service feedback, objections, appeals, disputes, and relief measures.The best way to keep in contact with your tax volunteer is to enable text alerts from GetYourRefund. To ensure we can serve you as quickly and efficiently as possible, please only begin our virtual process once you have all the required documents, ensure you can take and upload clear photo of these items, check the online portal for new requests and information regularly (at least daily), and understand that delays will occur during times of high demand, such during the last few weeks of tax season. Beginning the virtual tax preparation process before you have received your W-2, 1099, or other tax forms.Missing the appointment call with your tax preparer.Missed communication from virtual tax volunteers.Unclear or illegible photos of documents uploaded.However, there a few common reasons for delay: If you upload all your required documents at once and are available, our volunteers can have your return completed in as little as two days. ![]() Unfortunately, we cannot walk you through each step of the process.
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