Download Tax Test Case Appeals FAQ: Instructions for Filing and Addressing Common Issues and more Study notes Business in PDF only on Docsity! Frequently Asked Questions and Answers: Tax Test Case Appeals 1. I didn’t receive a package. Should I have? Packages were only mailed out to those individuals that received a payment from the Health and Welfare Trust (HWT) in 2011 related to the termination of group life benefits and/or termination of survivor benefits. If you think you should have received a package please email us at nortel@kmlaw.ca or call us at 1-866-77-6344. 2. I live in Québec and received a non-Québec package/I don’t live in Québec and received a Québec package. What should I do? If you filed taxes in Québec in 2011 you should have received a package for residents of Québec. If you did not file taxes in Quebec, you should have received a non- Québec package. The difference in the two packages is that Québec residents must complete a different Notice of Objection form to be sent to Revenu Québec in addition to the forms they are mailing to the Canada Revenue Agency (CRA) and Koskie Minsky LLP. If you believe you received the wrong package please call us immediately at 1-866-777- 6344. 3. What should I do if I received the package and my name or my address has changed? If you have changed your name please advise us in writing and provide us with supporting documentation such as a Marriage Certificate. If you have had a change in address please complete the Change of Address form available on our website and follow the instructions as to what supporting documents are necessary to include. If you are a registered pension plan member please note that you must also advise Morneau Shepell of the address change. The Change of Address form and contact information for Morneau Shepell are available on the “Address Change Information and Notification of Death” tab of our website. 4. What should I do if a package has arrived for an individual who is now deceased? If you have received a package for someone who has passed away please complete the Notification of Death form which is available on our website under the “Address Change Information and Notification of Death” tab on our website. If the individual was a registered pension plan member please also ensure that you notify Morneau Shepell. The Notification of Death form and contact information for Morneau Shepell are available on the “Address Change Information and Notification of Death” tab of our website. 5. I don’t know what category to check off on the Notice of Objection form. Where can I find the information? The category to check off depends on the nature of the payment you received from the HWT. If you’re unsure about the payment you received from the HWT and what it related to, please email us at nortel@kmlaw.ca or call us at 1-866-77-6344 and we’ll help you ensure you check off the correct box. What if I belong to more than one Category? Check all that apply. 6. Do I have to send out more than one Notice of Objection? Can I just send one to the Canada Revenue Agency or to Koskie Minsky LLP? No. It is important that you send a Notice of Objection to both Koskie Minsky LLP and the CRA. For those residing in Québec, you will also have to complete a separate Notice of Objection form that must be mailed to Revenu Québec. Addressed envelopes have been included in your package to facilitate mailing to the appropriate parties. Please also ensure to keep one copy of the Notice of Objection for your own records. 7. Is there a deadline by which I have to fill out my forms? Yes. We ask that you fill out and mail your forms as soon as you receive them. The sooner the Notices of Objection are received, the sooner the Test Case Appeals can advance. The ultimate deadline, however, is April 30, 2013 for individuals; and for those who carried on a business in 2011, the ultimate deadline is June 15, 2013. 8. Will I have to appear in court or will my personal information be used in court? No. Your Notice of Objection will be warehoused by the CRA and Revenu Québec, where applicable. An individual representative for each category has been selected. 9. Will I have to pay any costs or legal fees for the tax appeal? No. You will not be responsible for any costs or legal fees regardless of the outcome of the Test Case Appeals. 10. If the case is unsuccessful will I be reassessed by the Canada Revenue Agency? No. The Test Case Appeals will only lead to reassessment if the case(s) is/are successful.
