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Level 3
April 25, 2022
Question

Charitable donation carryforward -Canadian

  • April 25, 2022
  • 1 reply
  • 7 views

The 'Audit' Note states: "Donations Taxpayer has charitable donations from prior years that are expiring in 2021". 

What do i need to do to address or clear this audit note?  Should i claim the unused donation from prior year? if yes, on which form should I enter the prior year donation carry forward, to claim it in 2021?

Thanks.

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1 reply

Level 6
April 25, 2022

if you are getting a warning then profile has probably already determined that the client or cllents do not need the donations. look at schedule 9 to determine if that is the case. if it is then there is nothing that you can do and just sign off on the warning. it is a shame that they can't be used as they will expire at the end of five years. nothing you can do. hope this helps. just my thoughts. good luck. 

ET29Author
Level 3
April 26, 2022

Thanks, James.  Your comments really help.