6 worked Freight Brokers & Dispatch Services 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 freight brokers & dispatch services work, not a specific client's file.
Case Study 1 · Cash and remittance control
Remittance Schedule Corrected, $57,000 Refunded — Bus and Coach Operator, Winnipeg
Client: A bus and coach operator · Where: Winnipeg, Manitoba · Engagement: 11 weeks, fixed fee
Overpayment refunded$57,000
Late remittances sinceZero
ScheduleAutomated
The situation — A bus and coach operator, Winnipeg, Manitoba
Remittances at a bus and coach operator in Winnipeg, Manitoba were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat a previous accountant with no experience of this sector.
What we did for A bus and coach operator, Winnipeg, Manitoba
We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result — A bus and coach operator, Winnipeg, Manitoba
Penalties stopped from the following remittance onwards, and $57,000 of overpaid instalments was refunded.
Case Study 2 · Planning that cut the bill
$60,000 Saved By Correcting What Prior Filings Had Missed — Courier Fleet, Edmonton
Client: A courier fleet · Where: Edmonton, Alberta · Engagement: 4 weeks, fixed fee
Saving identified$60,000
RecurringYes
Positions documentedAll
The situation — A courier fleet, Edmonton, Alberta
A courier fleet in Edmonton, Alberta asked for a second opinion on freight brokers & dispatch services accounting and tax after three years of rising tax. The review found seasonal revenue reported without matching the costs that produced it.
What we did for A courier fleet, Edmonton, Alberta
We built the comparison first — current structure against two alternatives — and then documented the positions to the standard the CRA applies to this sector specifically.
The result — A courier fleet, Edmonton, Alberta
First-year saving of $60,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3 · Scaling without breaking
Second-Province Expansion Handled, $131,000 Of Cash Released — Logistics Brokerage, Vancouver
Client: A logistics brokerage · Where: Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Cash released$131,000
New registrationsComplete on day one
Compliance gapsNone
The situation — A logistics brokerage, Vancouver, British Columbia
Revenue at a logistics brokerage in Vancouver, British Columbia was up sharply and cash was tighter than ever. Underneath it sat industry-specific reporting obligations nobody had flagged.
What we did for A logistics brokerage, Vancouver, British Columbia
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result — A logistics brokerage, Vancouver, British Columbia
$131,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Case Study 4 · CRA review defended
$103,000 Proposed Adjustment Withdrawn In Full — Rideshare Fleet Owner, Toronto
The situation — A rideshare fleet owner, Toronto, Ontario
A rideshare fleet owner in Toronto, Ontario received a proposal letter opening a review of freight brokers & dispatch services accounting and tax. The CRA had identified equipment and asset classes assigned by guesswork rather than the CCA schedule and proposed an adjustment of $103,000, with 30 days to respond.
What we did for A rideshare fleet owner, Toronto, Ontario
We treated the response as an evidence exercise rather than an argument. We reassigned the asset classes on the CCA schedule and corrected the opening balances, then indexed every supporting document against the specific line the auditor had questioned.
The result — A rideshare fleet owner, Toronto, Ontario
The proposed adjustment was withdrawn in full — all $103,000 of it. The file closed in 10 weeks with no change to the assessed amounts and no penalty.
Case Study 5 · Missed incentive claimed
$12,500 In Credits Claimed That Prior Filings Had Missed — Heavy-Haul Specialist, Guelph
The situation — A heavy-haul specialist, Guelph, Ontario
A heavy-haul specialist in Guelph, Ontario had been filing for 5 years without ever claiming the incentives its activity qualified for. Behind that sat development and improvement work written off as ordinary overhead.
What we did for A heavy-haul specialist, Guelph, Ontario
We tested each activity against the eligibility criteria rather than the description on the invoice, then rebuilt the chart of accounts around how a freight brokers & dispatch services business actually earns and spends.
The result — A heavy-haul specialist, Guelph, Ontario
$12,500 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 6 · Sale and succession
Share Sale Restructured, $645,000 Less Tax On Closing — Refrigerated Transport Company, Barrie
Client: A refrigerated transport company · Where: Barrie, Ontario · Engagement: 3 weeks, fixed fee
Tax saved on closing$645,000
PriceAs agreed
Post-closing adjustmentsNone
The situation — A refrigerated transport company, Barrie, Ontario
A refrigerated transport company in Barrie, Ontario was preparing to sell. Due diligence surfaced a single shareholder holding every share, with no room to multiply the exemption, which would have reduced the price or killed the deal outright.
What we did for A refrigerated transport company, Barrie, Ontario
We cleaned up the historical file, reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed, and prepared the due-diligence package the buyer's advisers actually asked for.
The result — A refrigerated transport company, Barrie, Ontario
The deal closed at the agreed price. $645,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Reviewed for the 2025 tax year by Udit Gupta, Founder and Tax Accountant. 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.
