Claims for Reimbursement of Costs for Tax Advisory Services

Employees who have experienced pay issues with the Phoenix Pay system, and who are seeking reimbursement of costs for tax advisory services must submit their claim form and detailed receipt. Employees who have experienced pay issues in multiple years must submit separate claims for each year. Claims can only be submitted following the end of the affected taxation year.

The Government of Canada will reimburse expenses related to tax advisory services up to $200 per year, with taxes included. Under exceptional circumstances, payment approval can be obtained for more than $200. As such, we recommend that you submit your request for the full amount.

To claim expenses for tax advisory services you must:

  1. Prepare the claim using TBS's claim form (PDF, 219 KB) and ensure to complete, sign and date all mandatory fields on the form;
  2. Submit a separate form for each year you are making a claim for;
  3. Attach all supporting documentation such as a detailed invoice from an accredited professional accountant or from an individual or firm that specializes in providing tax advisory or preparation of revenues declarations services, along with proof of payment, such as a credit card receipt;
  4. Attest that you have experienced a pay issue related to the Phoenix Pay System during a specific fiscal year (Section 3.1 of the claim form);
  5. Consent to the disclosure of your personal information to the Treasury Board of Canada Secretariat’s Claims Office and to Public Services and Procurement Canada (Section 3.2 of the claim form);
  6. Indicate whether a grievance in relation to this claim has also been filed by you or another person from the federal public service (Section 3.3 of the claim form);
  7. Consent that once the payment has been made, there will be no grievances, complaints or actions against the employer in relation to this claim. (Section 3.4 of the claim form);
  8. Sign the claim form certifying all information disclosed on the form;
  9. Submit the claim with all supporting documents via email to Departmental Claims Officers (DCO).

Please note that all emails will be handled in confidentiality. For privacy and security reasons, all claim requests should be submitted through your departmental Outlook email account. Internet email exchange is not a secure mechanism as the confidentiality and integrity of the email cannot be guaranteed. The email can be intercepted and the contents revealed.

For further guidance on how to complete and submit your claim, please refer to the frequently asked questions on the Treasury Board of Canada Secretariat website.

For additional assistance, contact a Departmental Claims Officer (DCO):

  • Christella Nzohabonayo
    Telephone: 343-572-6714
  • Marie-Ève Charlebois-Lemieux
    Telephone: 873-455-1371
  • Mélanie Charbonneau
    Telephone: 343-552-9035