Tax

A clearer plan for your corporate tax.

Your T2 filed accurately and on time, with year-end planning that keeps more money in your business.

Is this the support you need?

For incorporated businesses preparing a return, planning a year-end or reviewing a change in their operations.

Start with reliable year-end numbers

A T2 return starts with your accounting records, but the work does not end there. Share your prior return, financial statements, notices of assessment and details of significant business changes. The team can identify missing information and discuss the scope before preparation begins.

Keep filing and payment obligations separate

A filing deadline is not automatically the date a tax payment is due. Build a calendar that separates return preparation, instalments and balance payments. Ask the team to confirm the dates that apply to your corporation rather than relying on a generic deadline.

Bring business decisions into the conversation

A new shareholder, an asset purchase, a related company or a change in owner compensation can raise questions beyond routine filing. Raise these matters early so they can be considered with the supporting facts. Recommendations depend on your circumstances and do not come with a promised tax saving.

What your engagement may include

Corporate return preparation within the agreed scope
Review of year-end records and tax adjustments
Discussion of filing, payment and instalment obligations
Planning questions for owner-managed companies

The exact scope, responsibilities and proposed fees are confirmed before paid work begins. Not every item is required for every engagement.

Bring a little context to the first conversation

Prior T2 return and notices of assessment
Year-end trial balance and financial statements
Shareholder and related-company information
Major purchases, financing changes and CRA correspondence

A short summary is plenty to start. Records are only requested once you’ve engaged the firm, through the secure client portal.

Questions about corporate tax

When should I contact an accountant for my year-end?

Earlier is better when records need cleanup or a transaction is planned. Share your year-end date and known filing or payment deadlines so the team can assess the timing.

Can you guarantee a refund or a lower tax bill?

No. Tax outcomes depend on the facts and applicable rules. The engagement should focus on accurate reporting, available planning options and clear advice about your obligations.

Related support

Accounting