6 CRA Requirement-to-Pay Assistance tax and accounting engagements in full — what the client came to us with, what we did, and what it was worth. Each one is specific to cra requirement-to-pay assistance work, not a general example.
Case Study 1 · Cash and remittance control
$92,000 Of Working Capital Freed From The Tax Cycle — Family Business Under a, Vancouver
Client: A family business under a related-party review · Where: Vancouver, British Columbia · Engagement: 3 weeks, fixed fee
Working capital freed$92,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation
A family business under a related-party review in Vancouver, British Columbia was profitable on paper and short of cash every month. An objection deadline that had passed with no extension applied for explained most of the gap.
What we did
We assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result
$92,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
Case Study 2 · Scaling without breaking
Scaled To 50 Staff With $63,000 Of Working Capital Freed — Contractor Facing a Proposed, Barrie
Client: A contractor facing a proposed reassessment · Where: Barrie, Ontario · Engagement: 4 weeks, fixed fee
Headcount reached50
Working capital freed$63,000
Missed deadlinesZero
The situation
A contractor facing a proposed reassessment in Barrie, Ontario was growing fast — headcount to 50 in eighteen months — and the back office had not kept up. A proposal letter with a 30-day response window and no supporting records assembled was the first thing to break.
What we did
We filed the disclosure through the Voluntary Disclosures Program before contact, which removed the gross-negligence penalty entirely, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result
The business reached 50 staff with no missed remittance and no late filing. $63,000 of working capital was freed in the process.
Case Study 3 · Missed incentive claimed
Incentive Review Recovered $130,000 Across 7 Open Years — Business Owner with a, Regina
Client: A business owner with a director liability assessment · Where: Regina, Saskatchewan · Engagement: 11 weeks, fixed fee
Recovered$130,000
Open years claimed7
Ongoing trackingIn place
The situation
An incentive review at a business owner with a director liability assessment in Regina, Saskatchewan started from a simple question: what has never been claimed? The answer ran to 7 years, driven by a proposal letter with a 30-day response window and no supporting records assembled.
What we did
We traced each unexplained deposit to its source — loans, transfers between accounts, an insurance settlement — and reduced the net-worth assessment accordingly, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $130,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 4 · Backlog brought current
$129,000 Of Arbitrary Assessments Vacated After 7 Years — Taxpayer with Frozen Bank, Surrey
Client: A taxpayer with frozen bank accounts · Where: Surrey, British Columbia · Engagement: 8 weeks, fixed fee
Arbitrary tax vacated$129,000
Years brought current7
Account statusCurrent
The situation
7 years of unfiled returns had turned into notional assessments at a taxpayer with frozen bank accounts in Surrey, British Columbia, with a net-worth assessment built on unexplained deposits that were actually loan proceeds underneath. Collections had already started.
What we did
We brought every outstanding return current, then negotiated a payment arrangement that stopped the collections action, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
The result
All 7 years were accepted as filed. $129,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 7 years.
Case Study 5 · Objection and relief
Notice Of Objection Allowed In Full, $92,000 Reversed — Restaurant Under a Net-Worth, Mississauga
Client: A restaurant under a net-worth audit · Where: Mississauga, Ontario · Engagement: 11 weeks, fixed fee
Amount reversed$92,000
ObjectionAllowed in full
Account balanceNil
The situation
A restaurant under a net-worth audit in Mississauga, Ontario had been reassessed for $92,000 and had 16 days left on the objection deadline. The reassessment rested on a director liability assessment for a corporation that had already stopped operating.
What we did
We filed the objection inside the deadline with a complete submission rather than a placeholder, and assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn.
The result
The appeals officer allowed the objection in full. $92,000 was reversed and the account returned to a nil balance.
Case Study 6 · Records and systems rebuilt
33 Months Reconciled And $12,000 Of Input Tax Recovered — Corporation Under a GST/HST, Kelowna
Client: A corporation under a GST/HST review · Where: Kelowna, British Columbia · Engagement: 4 weeks, fixed fee
Months reconciled33
Input tax recovered$12,000
Close time6 days
The situation
A corporation under a GST/HST review in Kelowna, British Columbia was carrying an objection deadline that had passed with no extension applied for. Nothing reconciled, and every filing started with 33 months of cleanup.
What we did
We rebuilt from source rather than correcting on top of the existing file. We filed the disclosure through the Voluntary Disclosures Program before contact, which removed the gross-negligence penalty entirely, then set the routine that keeps it clean.
The result
33 months reconciled to the bank. The close now takes 6 days, and $12,000 of previously unclaimable input tax was recovered in the process.
Reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Figures describe representative engagements of this type; outcomes depend on your own facts. Client names and identifying details are omitted for confidentiality.
