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Caroline Battista

Caroline lives in North Vancouver with her husband, daughter and mini dachshund Milo

Caroline worked for H&R Block as a tax professional from January 2008 - January 2017. Steadily promoted within her district, Caroline leveraged her communication skills to act as the National spokesperson and community representative for her area.

She is happy to provide commentary on tax law changes and regulatory developments as well as translating tax into simple language.

Prior to joining Block, Caroline was an assistant director in the film and television industry, managing the cast and crew for programs like DaVinci’s Inquest & Dark Angel.

She is an active volunteer within her community. She volunteers at the Salvation Army’s Dignity Day preparing tax returns as part of their community outreach program. She also serves on the organizing committee for the Oppenheimer Park Dinner, which serves more than 2,500 meals on the downtown eastside Vancouver.

Caroline studied marketing and advertising at the British Columbia Institute of Technology, and economics at the University of British Columbia.
What Selling Your House Can Mean For Your Next Tax

What Selling Your House Can Mean For Your Next Tax Return

You sold your house, you survived the move and your boxes are all unpacked -- great job! That can be quite an undertaking, I know. But the work isn't quite done yet. Recently, the government announced important changes that will add an extra step to selling your home -- reporting it.
11/28/2016 04:15 EST
Why You Should Start Preparing For Next Year's Tax Filing

Why You Should Start Preparing For Next Year's Tax Filing Now

If you're in the midst of filing this year's tax return, why should you be thinking about next year's return? Well, as I wrote earlier this month, a lot of families are coming in and being caught off guard because the Enhanced UCCB, combined with the disappearance of the amount for children, is putting people in a position where they may owe tax this year.
04/05/2016 02:48 EDT
What You Need To Know About Filing Taxes In Tough

What You Need To Know About Filing Taxes In Tough Times

It's been a really tough year for a lot of my friends here in Western Canada. Towards the end of last year, news stories about job losses in Alberta were the most important newsmaker of the year. It's unfortunately a familiar story for a lot of employees who work in the oil patch.
03/28/2016 11:11 EDT
What New Canadians Should Know About Filing Taxes In

What New Canadians Should Know About Filing Taxes In Canada

As thousands of new Canadians settle into Canada, among the many things that they'll need to take into consideration are their tax obligations. The Canada Revenue Agency provides in-depth resources for New Canadians to learn more about our tax system, and their filing requirements.
03/21/2016 01:43 EDT
The Enhanced UCCB Could End Up Costing You At Tax

The Enhanced UCCB Could End Up Costing You At Tax Time

Only a few weeks into tax season, nearly a quarter of my clients who have children are facing the unwelcome surprise that the Enhanced UCCB, combined with the disappearance of the child amount, is actually putting them in a position where they may owe some tax this year.
03/14/2016 04:35 EDT
Thinking About Making A

Thinking About Making A #MoveToCanada?

From a northern perspective, Super Tuesday in the U.S. can be a spectacular political event. A candidate unexpectedly rises to the front or, in this case, continues their unexpected rise to the Presidential candidacy. And, like clockwork, a contingent of American voters suddenly proclaim that they're going to move to Canada. So what should people who are thinking of making the trek know about our tax system?
03/11/2016 02:06 EST
The Risks Of Filing Taxes Late Or Lying About Your

The Risks Of Filing Taxes Late Or Lying About Your Income

You would be surprised at how many times I get asked if a person has to file their taxes. The short of it is, if you earned any income, it is in your best interest to file a tax return this year. Either to get your own money back or determine what you owe and avoid penalties.
03/08/2016 04:40 EST
8 Unexpected Ways You Can Save Money On Your Tax

8 Unexpected Ways You Can Save Money On Your Tax Return

Even after mastering the basics of tax preparation and filing, a lot of filers will often find out new things about their tax returns that end up delivering a few more benefits along the way. I call these tax "aha!" moments.
03/01/2016 04:10 EST
Time Is Running Out To Make Your RRSP

Time Is Running Out To Make Your RRSP Contribution

When most working Canadians hear "RRSP," they think of their retirement savings. Or maybe even a nice winter home on the shores of sunny Florida. However, a Registered Retirement Savings Plan (RRSP) is more than just a retirement savings plan. It also has an impact on your tax obligation and can save you hard earned dollars come tax time.
02/26/2016 11:11 EST
How Marriage, Death and Other Family Changes Impact Your

How Marriage, Death and Other Family Changes Impact Your Taxes

Did you recently marry or have a child? Did you go through a divorce or the death of a spouse? Family status changes like these directly affect your tax return. Start now and make sure you understand how you will be affected and what credits or deductions may now be accessible to you.
02/10/2016 04:54 EST
What Cashing In On Sharing Apps Means For Your

What Cashing In On Sharing Apps Means For Your Taxes

Businesses have disrupted their respective industries by embracing the sharing platform, which creates new opportunities for those willing to get involved. Each day, there are new apps or programs popping up in cities across the country that make the sharing economy that much easier to operate in.
02/03/2016 05:24 EST
From Office Pools To Lotteries: Are Winnings

From Office Pools To Lotteries: Are Winnings Taxable?

The Super Bowl and the Oscars are just around the corner. Offices and organizations nationwide are going to be putting out the call to have colleagues, friends and family members make their picks. So, if you're curious about how the Canada Revenue Agency views the tax implications of prizes and winnings, here's a quick refresher.
01/21/2016 02:25 EST
This Is How The Underground Economy Shortchanges

This Is How The Underground Economy Shortchanges Canadians

It may be tempting to pay for certain things in cash because we think that saving a few dollars here and there can't hurt; however, we fail to see the larger impact of what happens when we do. The underground economy makes it challenging to protect the country's revenue base and hinders the government's ability to keep taxes low. When people pay in cash, they skip out on paying the taxes that support things like healthcare, education and public transportation -- the very social services we rely on every day.
12/28/2015 04:06 EST
How To Make Your 2015 Tax Return Your Best One

How To Make Your 2015 Tax Return Your Best One Yet

Working in the tax industry, I am always surprised by the number of people who think tax planning only happens when they file their return. Waiting until March or April to do your tax planning is not recommended if you want to pay the least amount of tax legally possible.
12/03/2015 11:36 EST
What The Liberals' Tax Promises May Mean For Your

What The Liberals' Tax Promises May Mean For Your TFSA

Parliament will reconvene on December 3. While the priority focus will be on marginal tax rates for the middle class and those making more than $200,000, it's worth paying attention to a proposal that was a key promise from the Liberals: rolling back TFSA contribution limits from $10,000 to $5,500.
11/17/2015 04:15 EST
What The Liberals' Tax Promises May Mean For

What The Liberals' Tax Promises May Mean For You

In Canada, our system is unique to the individual, and tax obligations are based on each person's allowable deductions and credits. Knowing what to include is often difficult for filers because, across Canada, confusion about taxes persists. Knowing how influential taxes were in the election, let's make sure we understand what is out there and available.
11/05/2015 03:50 EST
The UCCB Is Actually Helping Lower Income

The UCCB Is Actually Helping Lower Income Canadians

While the Child Tax Credit was a nice boost for parents at tax time, you had to have earned enough income to benefit from it. As a non-refundable credit, it meant you had to have paid tax during the year in order to claim it. So a low income family may not have been able to take advantage of the credit. They did not actually benefit from it. This will not be an issue with the enhanced UCCB.
08/14/2015 08:26 EDT
Canadians Are Still Stumped by

Canadians Are Still Stumped by TFSAs

Canadians may be able to save more in their Tax Free Savings Accounts (TFSA) but most are still confused by how the account actually works. Tax Free Savings Accounts (TFSA) seemed like a simple concept when it was announced in 2009. Canadians over the age of 18 were allowed to save up to $5,000 per year in a TFSA. But the rules are easily misinterpreted. I know several people who have been hit with overcontribution fines.
07/07/2015 08:22 EDT
You Can Fight the Taxman With Enough

You Can Fight the Taxman With Enough Paperwork

The CRA conducts random reviews over the summer months to make sure that people are claiming their credits correctly. These requests from the CRA are not audits -- they are simply requests for supporting paperwork. However, some taxpayers will receive a Notice of Reassessment usually with an amount owing.
06/17/2015 08:40 EDT