Corporate tax and instalments
Estimate the current corporate position from the latest reliable books and review the payment schedule that applies to the corporation.
Year-round tax planning
Plan from current books, before the tax year is over
For incorporated Canadian Amazon and Shopify owners who need corporate tax, owner-level personal tax, inventory cash, and compensation decisions reviewed during the year.
The planning gap
A filed return explains the year that ended
It cannot change an owner payment, an undocumented shareholder balance, an inventory decision, or a missed instalment after the relevant date has passed.
Year-round planning uses current accounting to identify the corporation’s developing tax position and the decisions that still have time to change. It does not promise a particular tax saving or replace complete facts at filing.
Connected decisions
Business profit and owner cash are related, but they are not the same number
The engagement connects the records that establish business income with the corporate and personal decisions made from that result.
Owner payments
Identify salary, dividends, reimbursements, shareholder advances, and repayments before the year-end file is assembled.
Personal tax outlook
Estimate the owner-level effect of agreed compensation and other known income using the information included in the engagement.
Inventory and taxable income
Connect year-end quantities, costing support, write-down evidence, and COGS timing to the business result used for tax planning.
GST/HST and available cash
Keep collected tax, supported input tax credits, filing balances, and payment dates separate from operating cash.
Growth and expansion
Model the Canadian accounting and tax consequences of a new channel, foreign inventory, financing, or a potential sale before implementation.
Year-round rhythm
Each review starts from a closed accounting period
Planning cadence and deliverables depend on the selected service level and the information available.
- 01
Monthly accounting
Reconcile marketplace activity, inventory, GST/HST, owner transactions, and the balances that affect the tax position.
- 02
Quarterly projection
Update the corporate tax estimate, owner-level personal tax estimate, instalments, and cash required for tax and inventory.
- 03
Pre-year-end decisions
Review compensation, withdrawals, inventory evidence, major transactions, and documentation while action is still possible.
- 04
Return reconciliation
Prepare or coordinate the separately scoped returns, compare final results with the plan, and explain material differences.
Strong fit
When recurring planning becomes useful
- The business is incorporated and generating profit.
- Inventory purchases compete with tax and owner cash needs.
- Owner payments occur throughout the year.
- The corporation may owe instalments or operates in more than one tax jurisdiction.
- A significant expansion, financing, or sale decision is approaching.
Simpler situation
When annual compliance may be enough
An early-stage or unincorporated seller with limited activity, simple records, no material inventory, and no owner-compensation decisions may only need basic bookkeeping and annual return preparation.
The initial conversation is used to identify fit rather than place every seller into a recurring planning engagement.
Defined entry project
E-commerce Owner Tax and Accounting Review
After fit is confirmed, a fixed-fee E-commerce Owner Tax and Accounting Review can examine the reliability of the books, corporate tax outlook, owner transactions, sales-tax balances, inventory support, and decisions requiring action.
Timing and fee are confirmed before records or read-only access are requested.
Potential written deliverables
- Reliability and records gaps affecting the projection
- Current corporate tax and instalment outlook
- Owner-transaction and personal-tax questions requiring review
- GST/HST, inventory, and cash items requiring action
- Priority actions and proposed ongoing scope
The confirmed engagement letter controls the work. The review is not an audit, filed return, legal opinion, foreign tax opinion, or guarantee of a final tax result.
Start with the decision
Tell us what you need to know before the next tax or cash decision
No records are required for the initial inquiry. We respond within one business day to confirm fit and the appropriate next step.
Discuss your tax and accounting position