Canadian Tax – S21 – Asking the client

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Last updated 6:04 PM on 8/30/26
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6 Terms

1
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Income screening

Asking questions designed to identify every source of income the client may have.

2
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Slip reconciliation

Making sure all relevant tax slips received by the client are accounted for.

3
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Document checklist

A list of documents the client should provide before the return is prepared.

4
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Prior-year comparison

Comparing the current return to the previous year's return to identify changes, carryforwards, and potential omissions.

5
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Change in circumstances

A life or financial event that may affect the tax return.

6
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Tax interview questions

Questions designed to discover tax-relevant circumstances that may not appear on tax slips.