Service Details

Voluntary Disclosure

Guidance for taxpayers who need to correct past omissions, unreported income, or incomplete filings through a voluntary disclosure review.

Service Overview

Voluntary disclosure may be an option when a taxpayer needs to correct past omissions before the CRA takes action. These situations can involve unreported income, missed filings, foreign assets, GST HST issues, or incomplete records.

The process requires careful review because not every situation qualifies and the facts must be presented accurately. It is important to understand the risk, timing, and documentation before submitting anything.

Proficiency Tax helps clients review possible disclosure situations, organize the history, and prepare a practical path forward. We approach these matters confidentially and carefully.

Our Approach

A careful and confidential process for voluntary disclosure situations with organized fact gathering.

Eligibility Review

We review whether a voluntary disclosure may be appropriate.

Fact Gathering

We organize years, income sources, accounts, and missing filings.

Risk Discussion

We explain possible outcomes and documentation needs.

Submission Support

We help prepare a complete and accurate disclosure package when appropriate.

Key Benefits

Confidential review and organized preparation for voluntary disclosure situations.

Confidential review of past tax omissions.
Support for complex multi year situations.
Clear explanation of voluntary disclosure requirements.
Organized preparation before contacting the CRA.

Popular Questions

Answers to common questions about voluntary disclosure and CRA correction options.

What is voluntary disclosure?
It is a CRA process that may allow taxpayers to correct certain past omissions before the CRA contacts them about the issue.
Does every disclosure qualify?
No. Eligibility depends on the facts and timing.
Should I submit quickly without review?
No. These matters should be reviewed carefully before submission.
Can you help with unfiled returns as part of disclosure?
Yes. We can review how missing returns fit into the broader situation.

Why Choose Proficiency Tax

Bilingual English and French support
Secure client portal for documents
Ottawa based and Canada wide service
Clear guidance for complex tax matters

Need Help With a Tax Matter?

Speak with Proficiency Tax for clear guidance on personal, corporate, non resident, and CRA tax matters.

Email Us: [email protected]