The CRA review workspace begins from the preserved filing record. It helps the team manage correspondence and response evidence without changing the snapshot of what was filed.
Record the review
- Open Post-filing and record the review notice and response date.
- Add each CRA request as a distinct tracked item.
- Connect the filing lines, projects, source records, and correspondence relevant to that request.
Prepare the response package
Review the request scope before selecting records. Export only the approved response set, keep privileged or unrelated material out, and have the responsible professional approve the response before submission.