Fiscal Year Has Passed
As soon as your fiscal year end has passed, it is time for you to start thinking about getting your corporate taxes (T2) completed. We will send you an email one week after your year-end to remind you.
Your bookkeeping should be completed no later than five or six weeks after your year-end so that we can get started on your financial statements, GST, and corporate tax return. In the rare circumstance that you need us to do your bookkeeping, you should complete the checklist and submit your documents within three weeks of your year-end.
Records Sent in or Dropped Off
Each year, we require that you complete our Corporate Checklist and then send us your documents (digitally or in person) as soon as your documents (the checklist will lead you to know what documents you need to submit to us) are compiled and ready to be sent into us so that we can start preparing your year-end and tax return and saving you money!
We do the work!
Now that we have 100% of your tax information, we will aim to complete your year-end by your applicable deadline (in most cases your deadline to file your taxes is three months after the fiscal year-end).
If you would like to have a year-end meeting, we will do so through Google Meet or in person in our office. You can indicate to us whether or not you wish to have a year-end meeting when you complete the checklist.
Final Sign Off and Payment
We will return your tax documents and tax return to you (either digitally or on paper), obtain your payment and authorization to file and then file your taxes immediately.
Refund or Tax Bill
If you have a refund, you will have it within 2 weeks of CRA assessing your taxes. If you owe tax, you will need to make payment by the appropriate deadline.
Whenever You Have Questions
Questions related to your tax filing at the time of filing are included in your filing fees. Other questions/consultations throughout the year are welcomed anytime (our consulting rate of $350/hr applies).
Whether you need help with your taxes, ensure compliance, sort out your accounting, or see what deductions are available, trust our accounting team to help you save money!