About this courseThis course provides comprehensive guidance on protecting confidential information during a Canada Revenue Agency (CRA) audit. Participants will gain an understanding of the privileges recognized by the CRA and learn strategies to safeguard sensitive information. Through case studies and practical examples, participants will explore topics such as privilege over accountant-prepared documents, handling communications between accountants and legal counsel, seeking access to privileged or confidential information by the CRA, and proactive steps to avoid waiving privilege. The course also covers recent case law and common mistakes in privilege and accounting, along with measures to minimize the risk of breach of confidentiality. By the end of the course, participants will have a clear understanding of how to effectively navigate CRA audits while preserving client confidentiality.
This course includes:
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Jun 6, 2023
workspace_premiumCertificate of completion
calendar_todayUpdated At Aug 8, 2024