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Contacting predecessor accountant

Good day colleagues,

I am wondering if you contact predecessor accountants for an individual T1 return before accepting the engagement? What about an individual who is a sole proprietor?

Thank you for your time!

I don’t access previous accountant unless I know them well. The new client is responsible to provide the last tax return. If for some reason he can’t, you can access his last return on represent a client and work from that. If he owes money to CRA or won’t give you access to his CRA account, think twice about taking him/her as a client.

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