Your Notice of Assessment for Financial Disclosure

Your Notice of Assessment for Financial Disclosure
author

Written by

Marvin McKinney

Mar 02, 2026
Client Education Hub

Your Notice of Assessment is an official document issued by the Canada Revenue Agency after your income tax return has been reviewed and processed. It confirms the income you reported, outlines your taxable income, and shows any adjustments made by the CRA.

Providing this document helps ensure that your financial information is accurate and verified. That protects you. It reduces misunderstandings and prevents future disputes about income figures. When everyone relies on the same confirmed numbers, the process moves forward more smoothly and with less stress.


Why It Is Important in Financial Disclosure

Financial disclosure is about transparency and fairness. When your lawyer requests your Notice of Assessment, it is not simply administrative paperwork. It serves as independent confirmation of your income for a specific tax year.

Submitting this document early helps avoid delays, repeated requests, and unnecessary back and forth. It strengthens the credibility of your disclosure and supports accurate calculations for matters such as child support, spousal support, or property division.

Providing it promptly can save time, reduce tension, and help move your matter toward resolution more efficiently.


What It Looks Like

A Notice of Assessment typically displays the CRA logo at the top and clearly identifies the tax year near the beginning of the document. It contains a summary table outlining total income, deductions, taxable income, and tax calculations, along with the date of issue.

If your document does not clearly state Notice of Assessment and include the tax year, it may not be the correct document.


Where You Can Obtain Your Notice of Assessment

The CRA issues a Notice of Assessment each time your tax return is processed. If you have filed your taxes for the year requested, your Notice of Assessment already exists.

The fastest way to obtain it is through CRA My Account online. After signing in, navigate to the Tax Returns or Mail section. Select the appropriate tax year and download the full PDF version of the Notice of Assessment.

If you use the MyCRA mobile app, you can also access and download your Notice of Assessment directly from your phone or tablet. The document provided through the app is the same official version.

If you worked with an accountant, they may have a copy available. If you filed using tax software, log into your account and check your saved documents or return history.

If you are not registered for CRA My Account, you can sign in using secure partner sign in options through many Canadian financial institutions, or you may request that a paper copy be mailed to your address on file with the CRA.

Obtaining the correct version at the outset helps avoid follow up requests and keeps your file progressing without interruption.


How to Upload It Properly

Use a clear file name that includes the tax year and your name. For example, 2023 Notice of Assessment John Smith.pdf. Clear naming reduces confusion and helps your legal team process your file efficiently.

Upload the complete document, including all pages. Submitting only the first page may result in additional requests for clarification.


A Final Note

Providing your Notice of Assessment is one of the simplest ways to demonstrate complete and accurate financial disclosure. When this document is submitted clearly and correctly, it reduces delays, limits confusion, and supports a smoother resolution process.

Taking a few minutes now to download and upload the correct version can prevent unnecessary delay later.

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