Does your client qualify to claim moving expenses?
I would also recommend the address change before filing the return. Either have the client do the address change through My Account or by phone before e-filing.
I have a 72 year old client who moved April 2022 to a new apartment. Her new address was not updated with CRA. When I filed her 2022 return just over a week ago, it was selected for a Pre-Assessment Review. She only has OAS & CPP income and Manitoba rent credit, so the only possible reason for the review is the address change. I did a conference call with this senior and CRA this past Friday to update her address. The agent confirmed that the issue was with her address.
The agent recommended that if we have other clients who moved in 2022 that we change the address with CRA first before filing their tax returns in hopes of preempting a Pre-Processing Review. Perhaps this is one of CRA’s updated security protocols to prevent hacking?
That’s interesting, @kozakworld. I recently filed a 2021 T1 for a deceased individual who only had CPP and OAS income. I was surprised to get a message that CRA was doing a pre-assessment review. It must have been the address since we used the lawyer’s address. The Notice of Assessment came out a week ago with no calls from CRA so they must have been satisfied with the change.
I have a final question on this topic. Do you have to inform your old province that you have moved when you move to a new province?
I heard a story yesterday from a taxpayer (she got her return filed elsewhere).
She mentioned that she lived in Quebec and then moved to Ontario in mid-year 2022. As of December 31, 2022, she was a resident of Ontario and filed with Ontario. Her address and all her IDs can validate that.
However, Revenue Quebec told her she needs to file a tax return with them. They then mentioned something about her not informing their healthcare program of the move (my apologies for the lack of all the facts it was a quick convo).
Ultimately she was assessed a tax amount owing to Revenue Quebec.
Has anyone been through a situation like this or know what she should do (her accountant is claiming she can ignore the assessment letter - which seems like a risk to me)?
She lives in my neighborhood and I would love to help here but I have never heard of anything like this (never dealt with Revenue Quebec).