Being audited by the CRA can feel stressful, especially with audit activity on the rise. In this episode I walk through what a CRA audit actually looks like and what to do if you or your client receives an audit request, including:
[2:00] How audits are triggered (including the difference between a full audit and a limited review)
[3:00] Limitation periods, and the basics of what to look for in an introduction letter
[5:10] what the CRA is entitled to ask for, and how to respond in a way that’s organized and strategic.
[6:55] Common concerns about electronic records
[11:35] Solicitor‑client privilege
[16:05] Deadlines, and how audits typically come to an end.

This episode is for business owners, advisors, and anyone who wants to understand the audit process without panic.

RESOURCES DISCUSSED ON THIS EPISODE:

• Tax Lite
• CRA Info Bulletin on Audits

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

• My website!
• Email: thetaxchickpodcast@gmail.com
• @tax.chick (IG)
• LinkedIn
• Be a "Tax Chick VIP"

Season 7 of The Tax Chick Podcast is here!

I started this podcast back in 2020 to help people understand the Canadian tax system in plain language. Six years later, I’m still here, still doing my own editing and producing, and still showing up because this podcast has a purpose.

In this short kickoff episode, I share why I make this podcast, what I discovered about my role in the tax community, and how that is shaping Season 7. This season is focused on practical tax education, real conversations with people working in tax, and continuing to make tax feel more human, accessible, and less overwhelming.

Whether you’re an advisor, a business owner, a student, or someone who’s ever thought “I just wish someone would explain this properly,” this podcast is for you.

Thanks so much for being here!

RESOURCES DISCUSSED ON THIS EPISODE:

• Here are some examples of people you should follow on LinkedIn to get up to date tax news:
  • Joseph Devaney
  • Caitlin Butler
  • Hugh Neilson
  • Kenneth Keung
  • Adam Friedlan
  • Ryan Minor
  • John Oakey
  • Alex Klyguine

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

• My website!
• Email: thetaxchickpodcast@gmail.com
• @tax.chick (IG)
• LinkedIn
• Be a "Tax Chick VIP"

This is Part 2 of a two-part conversation with François Boileau, Canada’s Taxpayer Ombudsperson. In this episode, we continue our candid discussion about fairness in tax administration, CRA service delays, systemic challenges, and what meaningful change could look like for taxpayers and practitioners alike.

Together, we explore the realities facing taxpayers today, the pressures on the Ombudsperson’s office, and why this moment may be ripe for a broader national conversation about Canada’s tax system.

In this episode, we discuss:

• [2:00] CRA standards of service and realistic timelines (what taxpayers can actually expect)
• [6:40] Complaint statistics and emerging trends seen by the Ombudsperson’s office
• [11:00] The Taxpayer Bill of Rights: what it is, what it isn’t, and how it’s used in practice
• [15:35] What keeps the Taxpayer Ombudsman up at night and the biggest challenges ahead
• [19:00] What gives reason for hope, including whether it’s time for a national discussion on taxation
• [23:00] Practical takeaways and advice for tax practitioners navigating today’s system

This episode is especially valuable for tax professionals, advisors, and anyone interested in how fairness, access, and accountability intersect within Canada’s tax system.

RESOURCES DISCUSSED ON THIS EPISODE:

• Taxpayer Bill of Rights
• Learn about Taxes (Resource) - if you are an educator looking for lesson plans, or educational support on the tax system, this website is an excellent resource!

MORE ABOUT OUR SPECIAL GUEST:

• Meet the Ombudsperson!

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

• My website!
• Email: thetaxchickpodcast@gmail.com
• @tax.chick (IG)
• LinkedIn
• Be a "Tax Chick VIP"