Liaison Officer service

Important notice

The COVID-19 pandemic is affecting everyone, including small businesses and self-employed individuals. While we have temporarily suspended all in-person visits and seminars for safety reasons, liaison officers (LOs) are currently available by phone or videoconference. LOs can also discuss current COVID-19 related benefits that may help you.

Please click the “Request a Liaison Officer service” button below if you would like a liaison officer to call you to schedule a phone or online visit or book a webinar.

The Canada Revenue Agency (CRA) offers a free Liaison Officer service to owners of small businesses and self-employed individuals to help them understand their business tax obligations. A visit from a Liaison Officer is 100% confidential; the information you choose to discuss with a Liaison Officer will not be shared with other areas of the CRA, or anyone else.

Request a Liaison Officer service

How can this service help you?

There are two ways that businesses or self-employed individuals can benefit from the Liaison Officer service:

  1. personalized visits by phone or online (videoconference)
  2. webinars for associations or groups

During a personalized visit, a liaison officer will:

  • Answer your tax-related questions and address concerns
  • Discuss common tax errors and financial benchmarks in the small business community
  • Provide information on various online tools and electronic services offered by the CRA
  • Provide recommendations on how to strengthen your bookkeeping system
  • Discuss COVID-19 related measures, if needed

During a webinar, the liaison officer will:

  • Explain common tax errors
  • Demonstrate how to use financial benchmarks for relevant industries
  • Provide information on the CRA’s services
  • Explain general bookkeeping concepts and best practices
  • Discuss COVID-19 related measures, if needed

Have you already received an invitation for a visit from a liaison officer?

  • The LO service regularly sends letters to eligible taxpayers inviting them to book a visit.
  • We may also call you to follow up or offer you an invitation for a visit.
  • If you are concerned that the call or invitation is not legitimate, you can ask for the caller’s name, work section, and office location and tell them that you want to first verify their identity. For more information visit: Identifying CRA calls.
  • If you received an invitation and want to learn more or book a visit, call the number provided on the bottom of the invitation.

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