How to request an adjustment (Reassessment) to a
tax return
You can use the program to make an adjustment to a tax return
that has already been filed. Make sure you have received your
notice of assessment before asking for changes to your return.
NOTE: We recommend that you keep your previously filed
tax return and prepare separately an amended tax return based on
the changes you make. Print this amended tax return and compare it
with your original tax return. Take note of the line numbers that
are affected, as you will need them when completing your adjustment
request.
To do so, please follow these steps:
1- On the "Left-side menu of the Interview tab", click on
"Interview setup".
2- On the page that appears to the right, scroll down to the
"Other topics" section, check the box for "Adjustment
request for a tax return that has been filed" and click
"Next" at the bottom of the page.
3- Return to the "Left-side menu on the Interview tab",
select "Adjustment request" at the bottom of the list and,
on the right-hand side of the screen, click on
the plus "+" symbol to the right of the form you
need, either "T1-ADJ adjust a federal tax return" or for
Quebec residents "TP-1.R adjust a Quebec tax return".
4- Select the "Taxation year" you want to correct from the
drop-down menu to your right, and then enter the relevant
information.
5- For the question "Line number of the jacket regarding the
adjustment", choose the one that applies from the drop-down
menu. Then, on the next two lines, enter respectively the amount
that was claimed on the original tax return, followed by the
revised amount to be claimed on the amended tax return.
6- If you have multiple lines to correct, click on "+ Add
another" to add additional lines.
7- If you have additional information or explanations, fill out the
bottom section. If needed, attach a separate sheet with your
adjustment request by recording the necessary information. If
applicable, provide also the corresponding line number for the
credit.
8- For Québec residents who wish to amend both their federal and
Québec returns, on the "Left-side menu of the Interview
tab", click again on "Adjustment request" at the bottom
of the list and repeat the procedure.
9- Once you have completed your adjustment request(s), click on the
fourth tab "Tax Return".
10- Double check to make sure the adjustment request(s) are
completed correctly. Then, click on the "Print" icon, choose
the option "Selected pages" and on the list to the right,
select the pages to print, i.e., the forms T1-ADJ (federal) and/or
TP-1. R (Quebec). To select multiple pages, press and hold the
"Ctrl" key on your keyboard when clicking the pages to print from
the list. Finally, click on the button "Start printing".
Please note that you cannot submit an adjustment request
electronically via NETFILE. You must print and mail the T1-ADJ
and/or the TP-1. R. Be sure to sign your request(s) and provide all
supporting documents.
Also, please make sure to include a telephone number where the
CRA and/or Revenu Quebec may contact you during the day.
The CRA will send you a Notice of Reassessment once your
adjustment request has been processed. Revenu Québec will do the
same once they processed your TP-1. R form.
If you wish, you can also amend your tax return online by using
"My Account" on the CRA website.
https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
For more information, please visit the following links:
For CRA:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/change-your-return.html
For Revenu Quebec:
https://www.revenuquebec.ca/en/citizens/income-tax-return/correcting-an-error-or-omission/changing-an-income-tax-return-that-you-have-already-filed/
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