Claims for expenses and financial losses due to Phoenix: reimbursement for tax advice
3. Reimbursement for tax advice
To ensure that employees are treated fairly, and that they understand the tax implications caused by errors in their pay, the Government of Canada will reimburse expenses (up to $200, per year, with taxes included) related to obtaining tax advice.
Filing a claim will not impact your pay, since claims are not processed through the Phoenix pay system.
Who can submit a claim?
If you experienced pay issues because of Phoenix and needed to consult an expert in order to sort out your income tax, you may submit a claim for tax advisory services in relation to your 2016 as well as your 2017 income taxes.
Before you begin
Your request is important to us. Each employee has a different situation and we are committed to process each claim on a case-by-case basis.
Please read the frequently asked questions carefully to understand what costs are covered under this process.
Documents that support your claim
Your organization has identified a claims officer who can answer your questions, help you fill out the form and guide you through the reimbursement process.
Print and fill out the claim form. Attach a separate document to your claim if you need to provide additional explanations. Don't forget to include the receipt from the supplier for tax advisory services.
Keep a copy for your records!
Privacy notice statement
Provision of the personal information requested in this form is collected under the authority of the Financial Administration Act and will be used for assessing your claim in accordance with the Directive on Payments. Refusal to provide the requested information may delay or prevent the processing of your claim. The personal information you provide may be shared with the Treasury Board of Canada Secretariat's Claims Office and with Public Services and Procurement Canada. Your personal information will be protected, used and disclosed in accordance with the Privacy Act and as described in Personal Information Bank PSU 931 (Accounts Payable). Your information may also be used or disclosed for financial reporting and program evaluation. The information will be retained for seven years following the last administrative action and then destroyed. Under the Act, individuals have rights to request access to and correction of their personal information. If you wish to avail yourself of these rights or require clarification about this Privacy Notice Statement, please contact your organization's Privacy Coordinator. If you are not satisfied with the response to your privacy concern, you may wish to communicate with the Office of the Privacy Commissioner by telephone at 1-800-282-1376 or by email at email@example.com.
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