Phoenix: Information about claiming for reimbursement of tax services costs

After pressure from PSAC, the government agreed to compensate federal public service employees, with tax problems caused by the Phoenix pay system, for up to $200 per year of tax advisory services.

The claim and release form is strictly restricted to tax advisory services for the tax years 2016 and 2017.

Where an employee has tax filing expenses related to Phoenix which have a total cost equal to, or less than, $200 per year, this claim process is the best way to claim these expenses. There need be no concern about signing the release.

Where an employee has tax filing expenses related to Phoenix which have a total cost greater than $200 in either tax year, signing the release will prevent them from seeking further reimbursement for those tax advisory services through any other means. This includes a grievance or the Phoenix general claims process.

PSAC is advising its Members with tax filing expenses related to Phoenix having a total cost greater than $200 in either tax year that they may wish to use the general claims process instead, in order to demonstrate that those expenses were justified and necessary because of Phoenix.

One Comment:

  1. Danielle Coulombe

    Hi,
    I am presently on leave without pay to follow my husband in Japan.
    However, due to Phenix issue, I am still beeing paid since many months. I finalysed my income tax with the help of an accounting firm. What form do I need to filled out to get the reimbursement of the tax services costs?
    Looking forwards to hearing from you.
    Thank you in advance

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