Most of us have heard, seen or know of someone who was under or over paid by $10, $25 or even $45,000 due to the Phoenix debacle. From what I have personally experienced I would not trust any figures or accounts supplied by Phoenix, even less any request for an over or under payment. I strongly recommend that you do your own homework and get a detailed and accurate review and reconciliation performed to get the facts of the situation straight for financial reasons and for your own peace of mind.
Did you know that the Government of Canada is offering it’s employee a reimbursement for those who need fiscal assistance to sort out the facts and issues with their pay situation?
Read links below for more information:
- Information on submitting a claim for the reimbursement of fees for tax advisory services
- Claim form to submit
- Departmental claims officers list
Who can submit a claim?
Current and former federal government employees who encountered pay issues related to the Phoenix pay system and who required the assistance of an accountant or another qualified tax professional may seek a reimbursement for tax advisory services in relation to their 2016 or 2017 income taxes.
The Government of Canada will reimburse expenses related to obtaining tax advice up to $200 (taxes included) for the tax advisory services on the implications caused by potential errors in the Phoenix pay system.
If you have or will consult with a tax expert, you may submit a claim for the following periods and services:
- You may be eligible for reimbursement for tax advisory services related to the Phoenix pay issues related to the following periods :
- you were overpaid in the 2016 or 2017 calendar years
- you were underpaid in the 2016 or 2017 calendar years
- your tax slips for the 2016 taxation year were incorrect as of , or later
- your tax slips for the 2017 taxation year were incorrect as of , or later
Tax advisory services eligible for reimbursement:
- tax advice provided by a qualified professional to help an individual understand the impact of over-payments or underpayments as they relate to their 2016 or 2017 income taxes
- preparation of an individual’s 2016 or 2017 income tax returns in cases where the individual’s income tax situation has been affected by pay issues related to the Phoenix pay system
- reconciliation of an individual’s 2016 or 2017 tax slips against income amounts actually received by the individual