6 worked Dropshippers case studies — the position a client typically comes to us with, what we do, and what it is worth. Each is an illustrative example built on the rules that apply to dropshippers work, not a specific client's file.
Case Study 1 · Missed incentive claimed
$20,500 Credit Claim Filed And Accepted Without Adjustment — Supplements Brand, London
The situation — A supplements brand, London, Ontario
A supplements brand in London, Ontario assumed the credits did not apply to a business its size. Provincial credits left unclaimed alongside every federal filing meant they had applied all along.
What we did for A supplements brand, London, Ontario
We identified the qualifying activity and built the documentation to support it. Then we reassigned the asset classes on the CCA schedule and corrected the opening balances.
The result — A supplements brand, London, Ontario
$20,500 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 2 · CRA review defended
$36,000 Reassessment Reduced To Nil On Review — Handmade Goods Marketplace Seller, Kitchener
The situation — A handmade goods marketplace seller, Kitchener, Ontario
A review notice arrived at a handmade goods marketplace seller in Kitchener, Ontario, covering dropshippers accounting and tax for two tax years. The auditor's working position was an adjustment of $36,000. It was driven by equipment and asset classes assigned by guesswork rather than the CCA schedule.
What we did for A handmade goods marketplace seller, Kitchener, Ontario
Rather than negotiate, we rebuilt the record. We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed. We then submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result — A handmade goods marketplace seller, Kitchener, Ontario
The auditor accepted the documented position and closed the review without adjustment, protecting $36,000 and leaving the prior filings undisturbed.
Case Study 3 · Scaling without breaking
Scaled To 87 Staff With $129,000 Of Working Capital Freed — Cross-Border Dropshipper, Moncton
Client: A cross-border dropshipper · Where: Moncton, New Brunswick · Engagement: 11 weeks, fixed fee
Headcount reached87
Working capital freed$129,000
Missed deadlinesZero
The situation — A cross-border dropshipper, Moncton, New Brunswick
A cross-border dropshipper in Moncton, New Brunswick was growing fast, with headcount reaching 87 in eighteen months. The back office had not kept up. Seasonal revenue reported without matching the costs that produced it was the first thing to break.
What we did for A cross-border dropshipper, Moncton, New Brunswick
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end. We built the compliance calendar for the size the business was becoming rather than the size it had been.
The result — A cross-border dropshipper, Moncton, New Brunswick
The business reached 87 staff with no missed remittance and no late filing. $129,000 of working capital was freed in the process.
Case Study 4 · Planning that cut the bill
Remuneration Review Saved $52,000 Across Corporate And Personal Returns — Print-On-Demand Business, Lethbridge
Client: A print-on-demand business · Where: Lethbridge, Alberta · Engagement: 5 weeks, fixed fee
Combined saving$52,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation — A print-on-demand business, Lethbridge, Alberta
Nothing was wrong at a print-on-demand business in Lethbridge, Alberta. The filings were on time and accurate. What they were not was planned. A previous accountant with no experience of this sector had never been reviewed.
What we did for A print-on-demand business, Lethbridge, Alberta
We rebuilt the chart of accounts around how a dropshippers business actually earns and spends. We ran the numbers across both the corporate and personal returns, so the saving was real rather than deferred into someone else's hands.
The result — A print-on-demand business, Lethbridge, Alberta
$52,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 5 · Cash and remittance control
Instalments Rebased, $138,000 Of Cash Returned To The Business — Subscription Box Company, Mississauga
Client: A subscription box company · Where: Mississauga, Ontario · Engagement: 10 weeks, fixed fee
Cash returned$138,000
Instalment basisCurrent year
ReviewedQuarterly
The situation — A subscription box company, Mississauga, Ontario
A subscription box company in Mississauga, Ontario was paying instalments calculated on a prior year. That year no longer reflected the business. A chart of accounts that told the owner nothing about dropshippers margin was tying up $138,000 of cash.
What we did for A subscription box company, Mississauga, Ontario
We rebased the instalments on the current-year estimate rather than the prior-year default. Alongside that, we documented the positions to the standard the CRA applies to this sector specifically.
The result — A subscription box company, Mississauga, Ontario
$138,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 6 · Records and systems rebuilt
Books Rebuilt From Source, $17,500 In Unclaimed Input Tax Found — Shopify Store Shipping Nationwide, Hamilton
Client: A Shopify store shipping nationwide · Where: Hamilton, Ontario · Engagement: 6 weeks, fixed fee
Unclaimed tax found$17,500
Records rebuilt30 months
ProcessDocumented
The situation — A Shopify store shipping nationwide, Hamilton, Ontario
A Shopify store shipping nationwide in Hamilton, Ontario could not answer basic questions about its own numbers. Industry-specific reporting obligations nobody had flagged sat between the bank statements and the ledger.
What we did for A Shopify store shipping nationwide, Hamilton, Ontario
We reassigned the asset classes on the CCA schedule and corrected the opening balances. We then documented the process so the work does not depend on any one person remembering how it was done.
The result — A Shopify store shipping nationwide, Hamilton, Ontario
Records rebuilt and reconciled, $17,500 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Reviewed by Udit Gupta, Founder and Tax Accountant for the 2025 tax year. These case studies are illustrative worked examples composed from the CRA rules that apply to this type of work, not specific client files; figures are representative and outcomes depend on your own facts.
