Liaison Officer service - free tax help for small business owners and self-employed individuals

Personalized support to help you save time and money

The Canada Revenue Agency (CRA) offers free, personalized support to owners of small businesses, self-employed individuals, and those earning rental income. The Liaison Officer service is available across Canada to help you understand your tax obligations. A visit from a liaison officer is 100% confidential; the information you choose to discuss with a liaison officer will not be shared with other areas of the CRA.

There are two ways to access the Liaison Officer service:

1. Request a personalized visit (service is available in person, by phone or online via MS Teams)
2. Organize an in-person seminar or online webinar for your association or group

During a visit or seminar/webinar, the liaison officer will:

• help you better understand your tax obligations and possible deductions for businesses and rental operations
• answer your tax-related questions
• explain how to avoid common tax errors
• give you an overview of helpful online tools and electronic services offered by the CRA
• explain general bookkeeping concepts and best practices
• show you how to compare your business’s financial performance with industry averages

If you’re having a personalized visit, the liaison officer will provide recommendations on how to strengthen your bookkeeping system and offer suggestions related to your books and records.

NEW! Support for those earning rental income

If you’re earning rental income from a property you own, you may have questions.

The Liaison Officer service can provide the guidance you need to understand your tax obligations for your rental income. 

Additional resources

• Video: Liaison Officer Initiative
• CRA Multimedia library
• Information for small businesses
• Information for all businesses
• Financial Performance Data
• Make a payment to the Canada Revenue Agency
• My Business Account
• My Account
• Online mail for business 
• RC4022 General Information for GST/HST Registrants
• Rental Income
• Representative authorization
• T4002 Business and Professional Income 
• T4012 T2 Corporation Income Tax Guide
• T4036 Rental Income
• Taxpayer Bill of Rights
• Voluntary Disclosures Program
• Underused Housing Tax

Stay connected

To receive updates on new documents, policies, guidelines, and forms, you can:

• Follow the CRA on Twitter - @CanRevAgency
• Subscribe to our Business - Tax information newsletter electronic mailing list.
• Add our Business - Tax information newsletter RSS feed to your feed reader.

More information
CRA media contact list