6 worked Beaumont 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 Beaumont and its provincial tax regime, not a specific client's file.
Case Study 1 · Records and systems rebuilt
Books Rebuilt From Source, $5,800 In Unclaimed Input Tax Found — Civil Works Company, Beaumont
Client: A civil works company · Where: Beaumont, Alberta · Engagement: 7 weeks, fixed fee
Unclaimed tax found$5,800
Records rebuilt33 months
ProcessDocumented
The situation — A civil works company, Beaumont, Alberta
A civil works company in Beaumont, Alberta could not answer basic questions about its own numbers. Sales into HST provinces billed at AB’s 5% GST rate sat between the bank statements and the ledger.
What we did for A civil works company, Beaumont, Alberta
We assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return. We then documented the process so the work does not depend on any one person remembering how it was done.
The result — A civil works company, Beaumont, Alberta
Records rebuilt and reconciled, $5,800 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 2 · Missed incentive claimed
Incentive Review Recovered $112,000 Across 5 Open Years — Refrigerated Transport Company, Beaumont
Client: A refrigerated transport company · Where: Beaumont, Alberta · Engagement: 5 weeks, fixed fee
Recovered$112,000
Open years claimed5
Ongoing trackingIn place
The situation — A refrigerated transport company, Beaumont, Alberta
An incentive review at a refrigerated transport company in Beaumont, Alberta started from a simple question: what has never been claimed? The answer ran to 5 years. It was driven by Alberta Agri-Processing Investment Tax Credit eligibility that had never been assessed.
What we did for A refrigerated transport company, Beaumont, Alberta
We assessed and claimed Alberta Innovation Employment Grant alongside the federal return. We documented eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result — A refrigerated transport company, Beaumont, Alberta
The credits produced $112,000 across the open years. The tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 3 · Deadline rescue
5-Week Turnaround Beat The Deadline And Saved $21,000 — Maple and Specialty Crop, Beaumont
Client: A maple and specialty crop producer · Where: Beaumont, Alberta · Engagement: 5 weeks, fixed fee
Late-filing penalty avoided$21,000
Filed with15 days to spare
Next yearPapers ready
The situation — A maple and specialty crop producer, Beaumont, Alberta
A maple and specialty crop producer in Beaumont, Alberta was weeks away from the deadline for its AB tax and accounting file. Behind that sat sector-specific exposure the previous accountant had not seen before. The exposure if the date slipped was around $21,000.
What we did for A maple and specialty crop producer, Beaumont, Alberta
We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. The filing went in complete rather than provisional, so there was no amended return to follow.
The result — A maple and specialty crop producer, Beaumont, Alberta
Filed with 15 days to spare. $21,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 4 · CRA review defended
$76,000 Reassessment Reduced To Nil On Review — Digital Product Agency, Beaumont
Client: A digital product agency · Where: Beaumont, Alberta · Engagement: 11 weeks, fixed fee
Reassessment reduced toNil
Tax protected$76,000
Prior filingsUndisturbed
The situation — A digital product agency, Beaumont, Alberta
A review notice arrived at a digital product agency in Beaumont, Alberta, covering its AB tax and accounting file for two tax years. The auditor's working position was an adjustment of $76,000. It was driven by payroll obligations from another province applied to local staff by an out-of-province provider.
What we did for A digital product agency, Beaumont, Alberta
Rather than negotiate, we rebuilt the record. We registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province. We then submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result — A digital product agency, Beaumont, Alberta
The auditor accepted the documented position and closed the review without adjustment, protecting $76,000 and leaving the prior filings undisturbed.
Case Study 5 · Objection and relief
$61,000 Of Penalties And Interest Cancelled On Relief — B2B SaaS Company, Beaumont
Client: A B2B SaaS company · Where: Beaumont, Alberta · Engagement: 11 weeks, fixed fee
Penalties and interest cancelled$61,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation — A B2B SaaS company, Beaumont, Alberta
An assessment of $61,000 landed at a B2B SaaS company in Beaumont, Alberta following a desk review. It turned on a registration threshold crossed on out-of-province sales that nobody was tracking. The auditor had not seen the records behind it.
What we did for A B2B SaaS company, Beaumont, Alberta
We assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return. We then set out the legislative basis for the position alongside the documents supporting it.
The result — A B2B SaaS company, Beaumont, Alberta
$61,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 6 · Scaling without breaking
Second-Province Expansion Handled, $31,500 Of Cash Released — Residential Framing Contractor, Beaumont
Client: A residential framing contractor · Where: Beaumont, Alberta · Engagement: 9 weeks, fixed fee
Cash released$31,500
New registrationsComplete on day one
Compliance gapsNone
The situation — A residential framing contractor, Beaumont, Alberta
Revenue at a residential framing contractor in Beaumont, Alberta was up sharply and cash was tighter than ever. Underneath it sat sales into HST provinces billed at AB’s 5% GST rate.
What we did for A residential framing contractor, Beaumont, Alberta
We assessed and claimed Alberta Innovation Employment Grant alongside the federal return. Every new obligation was set up before it was triggered, not after. That covered registration, remittance frequency and provincial filing.
The result — A residential framing contractor, Beaumont, Alberta
$31,500 of cash was released from the working capital cycle. The expansion completed with every registration and filing obligation covered from day one.
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.
