Help with Client Data Enquiry

What is Client Data Enquiry?

Client Data Enquiry is an information page available to authorized representatives that allows view access to various data elements of a client's account. The page serves as more than a notification and can provide a detailed summary of a client's account, including any amounts that apply.

What information will I see on the Client Data Enquiry page?

The following information or messages will be displayed if they are relevant to the client's account:

Home Buyers' Plan: This client is a Home Buyers' Plan participant and is required to make a repayment of $XX for the 20XX tax year.

Lifelong Learning Plan: This client is a Lifelong Learning Plan participant and is required to make a repayment of $XX for the 20XX tax year

Social assistance or workers' compensation benefits: This taxpayer may have received social assistance or workers' compensation benefits during the 20XX tax year

Employment insurance and other benefits (T4E):
Total benefits paid in box 14 of this client's T4E: $0.00
Income tax deducted in box 22 of this client's T4E: $0.00

Working income tax benefit advance payments (RC210): Total benefit paid in box 10 of this client's RC210: $0.00

Universal child care benefit (RC62): Total benefit paid from box 10 of this client's RC62: $0.00

Reassessment information: The Canada Revenue Agency has reassessed one or more of this client's prior-year returns in the last 12 months.

Year and Date Processed: 20XX Month/Day/Year (view return)

Balance owing: Our records show that this client has an outstanding debt owing to the Canada Revenue Agency. For more information about this debt, see Account Balance and statement of account.

Current tax year return: Our records show that a tax return has already been filed for the 20XX tax year for this client.

Bankruptcy: Our records show that this taxpayer may be bankrupt.

Recent page access: Our records show that this page has been accessed by another representative since February 20XX.

Federal tuition, education, and textbook carry-forward: Our records show that this client has a federal tuition, education, and textbook carry-forward available of $XX.

Provincial tuition, education, and textbook carry-forward: Our records show that this client has a provincial tuition, education, and textbook carry-forward available of $XX.

Disability amount eligibility: This client may be eligible to claim the disability tax credit.

Unfiled returns: Our records show that the following prior-year returns have not been filed.

Review: The CRA may review this taxpayer's income tax and benefit return.

External refund set-off: This client may have an outstanding debt with another federal, provincial, or territorial government program. For more information about this debt, see Refund set-off.

Internal refund set-off: All or part of this client's refund may be used to reduce a previous amount owing. Please call the Individual income tax enquiries line at 1-800-959-8281.

Reassessment in progress: A reassessment is in progress for the 20XX tax year.

Pension, retirement, annuity, and other income (T4A):
Payer 1:
Pension or superannuation paid in box 16: $0.00
Income tax deducted in box 22: $0.00
Lump-sum payment in box 18: $0.00

CPP payments (T4A(P)):
Taxable CPP benefits in box 20: $0.00
Income tax deducted in box 22: $0.00

Outstanding GST/HST returns: Our records show that this client may have outstanding GST/HST returns. This client's refunds will be held until all outstanding GST/HST returns have been filed.

Working income tax benefit: This client may not qualify for the working income tax benefit for the current year.

Database unavailable: Because of technical difficulties, we are unable to complete your request at this time. Please try again later.

No client data: There is no client data to display

What if no data appears on the screen?

Only the information that applies to a client's account will appear on the screen. For example, if a client is not eligible to claim amounts for disability for self or others, that indicator will not appear on this page. Similarly, if a client does not have a balance owing, that field will not be displayed.

What if there are multiple information slips?

If there is more than one information slip on file, from more than one payer, a new title and amounts will show for each slip. This applies to T4A slips only. If there are multiple slips from the same payer (for example, T4E and T4(P) slips from the Government of Canada), the amounts on all slips on file from the payer will be added up and the totals will appear.

How do I access another client's account?

Click on the "access an account" link in the left navigation bar to access another client's account.

What does recent page access mean?

Our records show that a representative using a RepID other than the one used in this session has accessed this client's account since February 20XX.

Glossary

Current year – the current calendar year from January 1 to December 31

Current-year return – the latest return to be filed by a taxpayer with a due date of April 30 of the current year

Prior year – the year before the current year

Prior-year return – a return that was due to be filed on April 30 of the previous calendar year

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