In our fast-paced world, sometimes picking up the phone is the best way to ensure proper communication and get a problem resolved for our clients. Here are some pro tips to help spend less time on hold and put more time back into your business:

– Save yourself some frustration. At the beginning of the call, inform the agent of a call back number they can reach you at if for some reason you become disconnected.

– Request the agent ID number and record details of your conversation either on a note-taking device or on paper.

– Plan your call time during normal business hours and non-public holidays.

– Check the anticipated wait times to speak to a CRA agent.

You will also want to have all the following on hand:

– Business number (BN).

– The full legal name of the business.

– Telephone number.

– Complete mailing address.