Service overview
Canadian tax engagements are scoped based on the entity type, registrations, reporting periods and information available. This service page is for Canadian tax services only.
Every engagement begins with a discussion of your current process, systems, reporting deadlines and the outcomes you need. We confirm the scope, responsibilities, frequency and deliverables before work begins.
Corporate income tax support
- T2 corporate income tax return preparation support, subject to engagement scope
- Year-end working paper and supporting-schedule organisation
- Reconciliation of accounting income to tax information, where applicable
- Coordination of missing information and questions for review
GST/HST and QST support
- GST/HST and QST data review and return preparation support, where applicable
- Input tax credit and tax-collected reconciliation based on records
- Review of sales and expense coding for tax reporting
- Filing-period tracking and missing-information follow-up
Year-end readiness
- Trial balance and general ledger review
- Bank, loan, shareholder and balance-sheet reconciliation coordination
- Fixed-asset and depreciation schedule coordination
- Document checklist and unresolved-items tracking
Typical deliverables
Deliverables are confirmed in the engagement proposal and may vary based on business complexity, record quality and service frequency.
- Agreed tax filing or preparation deliverables
- Tax information checklist and outstanding-items list
- Supporting schedules based on available records
- Coordination of accounting questions relevant to the engagement
A clear working relationship
We aim to make responsibilities and open questions visible. You will know what information is needed, what is included in the agreed scope and which items require management, tax or other professional review.