Informal Request for ATI Records Previously Released

Organization: Canada Revenue Agency

Year: 2023

Month: October

Request Number: A-2022-155757

Request Summary: Notetaking procedures for Canada Emergency Benefits Validation officers, including when are agents expected to take notes of conversations with taxpayers and required to make notes in the T1 case-specific notepad, what actions are taken if notes are not produced, where the date appears for the notes and can it be altered, how comprehensive the notes must be, and additional guidelines agents are expected to follow for notetaking.

Disposition: Disclosed in part

Number of pages: 23

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