People years behind on filing booked in
Someone hasn't filed since 2022 and just noticed their GST credit stopped. She makes them feel normal about it, books a longer sit-down, and tells them how to pull old slips.
A caller says they missed filing one or more years.
Learns which years, books a longer slot, quotes your per-year price, lists what to gather.
A sized appointment, with the years and what's already been found noted.
How it works
- Takes away the shame
"That happens more than you'd think." Many back-year callers almost didn't phone.
- Finds out which years
Which years were missed, and whether anything came from the CRA about them.
- Asks what's stopped
Child benefit, GST/HST credit, a trillium payment. She notes it so the preparer knows why they came.
- Books the longer slot
Sized by the number of years, with a senior preparer if letters have arrived.
- Quotes per year
From your price list, per prior-year return, and any discount you set for several at once.
- Explains old slips
From your guides: how to sign up for My Account to download old slips, and what the office can pull with their authorization.
Example call
- CustomerHi. I haven't done my taxes since 2022, and now my GST cheques stopped. Can you help?
- AI agentYes, that happens more than you'd think. So 2023, 2024 and 2025 are open?
- CustomerYes. I've got some slips, but not all.
- AI agentThat's fine. We can usually get the missing ones with your permission. Each prior year is 75 dollars, so 225 for the three.
- CustomerOkay, that's not bad.
- AI agentI'll book you an hour with Linda. I have Thursday at 6 in the evening. Bring whatever slips you have and photo ID.
- CustomerThursday at 6 is good.
After the call: Linda's Thursday 6:00 shows a one-hour slot with "2023 to 2025 unfiled, GST credit stopped, some slips", and the client has a text with what to bring.
What your team gets
- Back-year clients booked into the right length of slot
- The years missed and benefits stopped, noted
- Per-year prices quoted from your list
- Letters from the CRA flagged for a senior preparer
- A source of steady work outside the April rush
Questions
Will she tell them they'll get money back?
No. She books the appointment. What each year shows comes from the preparer.
Can she book these in April?
You choose. Many offices book back-year clients for May and June, and she says why.
What if they owe a lot?
She notes any letters about balances and books a senior preparer.
Hear it on your phone
Request a demo call and the agent phones you, set up for tax preparation like yours.