6 Moving Expense Tax Claim 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 moving expense tax claim work, not a general example.
Case Study 1 · Scaling without breaking
Scaled To 57 Staff With $149,000 Of Working Capital Freed — Physician in Their First, Windsor
Client: A physician in their first year of practice · Where: Windsor, Ontario · Engagement: 4 weeks, fixed fee
Headcount reached57
Working capital freed$149,000
Missed deadlinesZero
The situation
A physician in their first year of practice in Windsor, Ontario was growing fast — headcount to 57 in eighteen months — and the back office had not kept up. Foreign accounts that had crossed the T1135 threshold two years earlier was the first thing to break.
What we did
We pulled the full slip history from the CRA record, refiled the affected years by adjustment request, and recovered the credits that had been missed, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result
The business reached 57 staff with no missed remittance and no late filing. $149,000 of working capital was freed in the process.
Case Study 2 · Deadline rescue
$26,500 Late-Filing Penalty Cancelled On Relief Application — First-Time Home Buyer, Ottawa
Client: A first-time home buyer · Where: Ottawa, Ontario · Engagement: 6 weeks, fixed fee
Penalty cancelled$26,500
Relief applicationGranted
ReturnAccepted as filed
The situation
A first-time home buyer in Ottawa, Ontario had already missed one deadline and was about to miss a second. Behind it sat three years of returns filed without the slips that had been mailed to an old address, and a penalty of $26,500 was accruing.
What we did
We split the work into what had to happen before the deadline and what could follow it, then reset the medical expense claim window, transferred credits between spouses, and applied the tuition and disability amounts to the return that used them.
The result
The outstanding return was accepted as filed, and the taxpayer relief application cancelled $26,500 of the penalty already assessed on the earlier year.
Case Study 3 · Objection and relief
Notice Of Objection Allowed In Full, $32,000 Reversed — Commissioned Salesperson, Red Deer
Client: A commissioned salesperson · Where: Red Deer, Alberta · Engagement: 11 weeks, fixed fee
Amount reversed$32,000
ObjectionAllowed in full
Account balanceNil
The situation
A commissioned salesperson in Red Deer, Alberta had been reassessed for $32,000 and had 21 days left on the objection deadline. The reassessment rested on medical expenses claimed on a calendar-year basis when a shifted window was worth far more.
What we did
We filed the objection inside the deadline with a complete submission rather than a placeholder, and carried the capital loss back against gains reported in the prior three years and generated a refund rather than a carry-forward balance.
The result
The appeals officer allowed the objection in full. $32,000 was reversed and the account returned to a nil balance.
Case Study 4 · Planning that cut the bill
Remuneration Review Saved $9,500 Across Corporate And Personal Returns — Taxpayer with US-Source Dividends, Mississauga
Client: A taxpayer with US-source dividends · Where: Mississauga, Ontario · Engagement: 8 weeks, fixed fee
Combined saving$9,500
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a taxpayer with US-source dividends in Mississauga, Ontario — the filings were on time and accurate. What they were not was planned. A rental property reported without any capital cost allowance analysis had never been reviewed.
What we did
We filed the outstanding T1135 disclosures under the voluntary disclosure route before the CRA raised them, and 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
$9,500 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
Remittance Schedule Corrected, $155,000 Refunded — Employee with Foreign Investment, Regina
Client: An employee with foreign investment accounts · Where: Regina, Saskatchewan · Engagement: 11 weeks, fixed fee
Overpayment refunded$155,000
Late remittances sinceZero
ScheduleAutomated
The situation
Remittances at an employee with foreign investment accounts in Regina, Saskatchewan were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat RRSP room accumulated over eight years and never used in a high-income year.
What we did
We pulled the full slip history from the CRA record, refiled the affected years by adjustment request, and recovered the credits that had been missed, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result
Penalties stopped from the following remittance onwards, and $155,000 of overpaid instalments was refunded.
Case Study 6 · Missed incentive claimed
$121,000 Credit Claim Filed And Accepted Without Adjustment — Recently Separated Taxpayer, Calgary
Client: A recently separated taxpayer · Where: Calgary, Alberta · Engagement: 3 weeks, fixed fee
Claim value$121,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A recently separated taxpayer in Calgary, Alberta assumed the credits did not apply to a business its size. RRSP room accumulated over eight years and never used in a high-income year meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and reset the medical expense claim window, transferred credits between spouses, and applied the tuition and disability amounts to the return that used them.
The result
$121,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
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.
