Can’t get at my client’s TFSA info to see their available room. CRA says “Not available”, “try next year”. Plus, when I print a NOA to pdf, I randomly get only a thin strip of text at the top & bottom, and nothing in between. Can’t see husband’s, wife’s saves fine. Are there any countries that have no tax that aren’t vicious dictatorships?
Displaying of TFSA room has been out for about 3 weeks now. Just I more issue in this tax season from hell.
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Just a heads up that you can get their TFSA room by going to the “Client summary” section on the left. It lists the TFSA room along with the other registered account info (RRSP, HBP, LLP).
Nice find!
There is a number there I see.
Checked my own and it is not correct though.
Clicking to get more information is not available there either.
I don’t think it can be trusted at the moment.
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I have a client receive a TFSA NoA, now they’re asking the financial advisor at the bank for reimbursement of the penalty. Financial advisor called me and said they need the TFSA summary, I told them that the CRA is experiencing issues on their system. This was back on April 30 and now we’re half way through May. So while the CRA get it together, my client has to pay accruing interest. I’m not too sure if I can use the interest relief form in this particular situation.
I had a construction client with a June 30th year end. Their 2024 T5018 slips were due by December 31, 2024. I tried to file them through TaxCycle on December 16th but CRA’s slip filing system was down for annual maintenance from about the 1st week of December to mid January. I tried filing them directly online through the CRA and obviously experienced the same error - system offline. I tried to mail them, but Canada Post was on strike through the month of December.
I efiled them the day the CRA’s system opened and was issued a $100 fine about 2 weeks later for late filed slips.
For fun I tried to appeal saying that both their system and Canada Post were offline for at least 3 weeks prior to the deadline. They effectively told me to pound salt. 
So, the client overpaid their TFSA and they expect someone else to pay their penalty. The financial advisor acts on information received from the client. Why should he pay? Client could have waited until CRA got their shit together. Financial advisors are only that - advisors.
The client was not privvy with their TFSA limits. The financial advisor had instead made contributions to her TFSA using the annual limit information from when the TFSA was created. Around 2022, my client had received a TFSA educational letter about that overcontribution which the annual limit set for 2022. The financial advisor is trying to figure out when they had made the overcontributions. So while we are waiting for who’s fault was who, I just have to wait. To make matters worse, the penalties and interest is being reflected on the client’s NoA.
Not everyone is capable of understanding how to register for a CRA My Account and neither do I want to waste my time on helping out each and every client of mine with having to create that account. That’s why I get their authorizations. While we’re talking about CRA MyAccount, I’ve been experience a lot of negative comments from clients who are new immigrants on why they’re receiving their refund by cheque rather than direct deposit. Or how about the clients where the CRA for no reason removes their current direct deposit on file.