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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.

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 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
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Parents Can Expect a Cheque in the Mail Next Month

I was calculating the Universal Child Care Benefit (UCCB) lump sum for my friend Christine, who has five children between the ages of 10 and 18. She will receive $2,100 thanks to the enhanced UCCB. It will make a difference for her family and she is already thinking about how she is going to use the money.
06/01/2015 12:18 EDT

The New Federal Budget Offers a Little Tax Relief for Everyone

With a Federal election looming, it is no surprise that the recent budget featured a little bit of everything. After taking care of families with new tax cuts last October, the proposed budget delivers tax relief for seniors and small business owners to widen the appeal.
05/11/2015 12:23 EDT
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One Small Date Error Extends Tax Season

While the extension is good news for anybody who might have left their tax filing to the last minute, it demonstrates that mistakes can happen fairly easily. If the almighty taxman can miss updating a date on a memo then it's completely fathomable that we might make a few errors when it comes to our taxes. But tax mistakes can be costly.
05/04/2015 05:26 EDT
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Procrastination Doesn't Pay at Tax Time

If you don't owe, you may not feel any pressure to file but getting your tax return completed on time makes good financial sense. If you miss your tax filing deadline, you are immediately hit with a five per cent penalty on whatever you owe. It may be easy to put it off and file later, but you should remember that a tax refund is your money.
04/21/2015 07:58 EDT
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The CRA Might Ask You to Prove Custody of Your Kids

Single parents with custody receive some substantial tax savings and the Canada Revenue Agency will sometimes ask for proof of custody. Even though your children obviously live with you, you need to prove it to the CRA if they ask. They may want a third-party confirmation so be prepared if they come asking.
03/19/2015 03:17 EDT
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Making "Cents" of the Family Tax Cut

Assuming you don't qualify for a tax credit or deduction is one of the biggest tax mistakes you can make this year. Some of my clients have expressed concern that the Family Tax Cut will affect other benefits, such as the spousal amount. But the way the credit is set-up, the income is never actually transferred between spouses. Calculations are done on a separate schedule based on what would happen if income were transferred. It is only notional income splitting so it does not affect anything else on the return.
03/11/2015 08:42 EDT
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Avoid These 5 Mistakes Students Make During Tax Time

There is a belief that if you don't earn money or get a refund then it is not worth filing a tax return. This is wrong. If you are planning to get a career, you are going to pay income tax so all of those tuition and education credits will come in handy later. Even if you don't plan on paying income tax in the near future, there are federal and provincial benefits that come as of a result of your tax filing.
03/05/2015 12:51 EST

Know Your Status As a Couple Before Filing Taxes

Claiming marital status when filing taxes, especially common-law, can be clouded by a number of issues. Some people reason that if you keep your finances separate then you don't claim as common-law. Or they don't think they have lived together long enough. The CRA rules are very clear.
02/26/2015 12:02 EST
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Navigating Taxes in the Senior Years

Your golden years are about striking a balance between enjoying the free time you didn't have when you were younger and the challenge of living on a fixed income. Fortunately, the Canada Revenue Agency (CRA) has given seniors some tools to reduce their tax burden. But again, using these tools is a balancing act.
01/22/2015 05:12 EST