Transaction Details

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Assessment Type

Assessment Type refers to the type of activity completed on your account. If you know the activity type related to your enquiry, you may select the "Assessment Type" from the drop down list provided. You may also enter a start and end date to display only the selected activities for the specified period. This will prevent reviewing a long list of activities, which may not be necessary, based on your enquiry.

Glossary

• Appeal Result
• Audit Report
• Endorsement Fee
• Insurance Exemption
• Late Filing Penalty
• Notional
• Return
• Service Fee
• Version Type
• Period End Date
• Status

Appeal Result

A review conducted by the CRA on a notice of objection filed by a taxpayer.

Audit Report

The results of a review conducted by the CRA on information reported by the taxpayer and/or the calculation of tax due.

Endorsement Fee

A legislative amount charged for the use of the endorsement.

Insurance Exemption

A request submitted by a taxpayer for relief of taxes payable on premiums for insurance which, in the opinion of the CRA, is not available in Canada.

Late Filing Penalty

A fee imposed by the CRA when a required return is not remitted by the due date.

Notional

A notional is a determination of tax due when the required return has not been filed by the taxpayer. The determination is completed by the CRA after a request to file a return has been issued and no return or reply has been received from the taxpayer.

Return

A return is an official form indicating taxable income, allowable deductions, and the computed tax due for a specific filing period.

Service Fee

A service fee represents charges for services provided by a CRA representative on behalf of a taxpayer.

Version Type

Version Type refers to the various stages of a return. A return can have the following version types:

• Issued
  A required blank return was mailed to a taxpayer.
  
• Received
  A completed return was remitted to the CRA from a taxpayer.
  
• Corrected
  The information originally captured was modified due to a reporting and/or capturing error.
  
• Re-issued
  A further blank return (previously mailed) was mailed to a taxpayer.
  
• Adjusted
  The information originally captured was changed based on additional information obtained.

Period End Date

The Period End Date refers to the last date covered by a return for a specific period (i.e., if a return covers the period 2006-01-01 to 2006-01-31, the Period End Date is 2006-01-31).

Status

Status refers to the status of a specific period end date. A period could have the following status:

• Required
  A return for the period is required and not yet received by the CRA.
  
• Assessed
  The taxpayer remitted a completed return and the information was captured by the CRA.
  
• In Progress
  Returns are being assessed or adjusted by the CRA.