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Begin with Section 1 – Identification. Fill in your first name, last name, and optional title. Provide your mailing address, city, province/territory/state, and postal/ZIP code. Include your best contact number and email address if you consent to being contacted for a satisfaction survey.
In Section 2 – Information about your complaint, describe your complaint thoroughly. Attach any relevant documentation that supports your case.
Proceed to Section 3 – Actions taken to resolve your complaint. Indicate whether you have contacted the CRA and detail any actions taken along with relevant contact information.
Complete Section 4 – Consent to disclose information by signing and dating the form, allowing the Office of the Taxpayers' Ombudsman to share necessary information with the CRA.
If applicable, fill out Section 5 – Third party authorization with details of your representative and their consent.
Finally, review all sections for accuracy before submitting via fax or mail as indicated in Section 6.
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