6 T4A Slip Preparation 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 t4a slip preparation work, not a general example.
Case Study 1 · Scaling without breaking
Second-Province Expansion Handled, $143,000 Of Cash Released — CCPC with Two Shareholders, Vancouver
Client: A CCPC with two shareholders · Where: Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Cash released$143,000
New registrationsComplete on day one
Compliance gapsNone
The situation
Revenue at a CCPC with two shareholders in Vancouver, British Columbia was up sharply and cash was tighter than ever. Underneath it sat passive investment income that had crossed the $50,000 grind threshold unnoticed.
What we did
We mapped the association rules across the group, allocated the business limit deliberately on Schedule 23, and corrected the prior year by adjustment request. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$143,000 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 2 · Records and systems rebuilt
33 Months Reconciled And $19,000 Of Input Tax Recovered — Second-Generation Family Manufacturer, Kitchener
Client: A second-generation family manufacturer · Where: Kitchener, Ontario · Engagement: 4 weeks, fixed fee
Months reconciled33
Input tax recovered$19,000
Close time4 days
The situation
A second-generation family manufacturer in Kitchener, Ontario was carrying a balance-due date the owner believed was the same as the filing date. 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 modelled salary against dividends across both the corporation and the shareholder’s personal return, then set the remuneration mix for the year, then set the routine that keeps it clean.
The result
33 months reconciled to the bank. The close now takes 4 days, and $19,000 of previously unclaimable input tax was recovered in the process.
Client: A corporately-owned rental portfolio · Where: Edmonton, Alberta · Engagement: 9 weeks, fixed fee
Annual saving$16,000
ReorganisationTax-neutral
StructureMatches operations
The situation
A corporately-owned rental portfolio in Edmonton, Alberta was carrying two corporations under common control filing as if each had its own $500,000 limit, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did
Working with the client's lawyer, we rebuilt the instalment schedule off the current year rather than the prior year, ending the interest accrual and prepared the elections, resolutions and valuations the structure needed to stand up.
The result
The structure now matches the business. Annual saving of $16,000, and the reorganisation itself was tax-neutral.
Case Study 4 · Missed incentive claimed
Incentive Review Recovered $138,000 Across 4 Open Years — Import and Distribution Corporation, Victoria
Client: An import and distribution corporation · Where: Victoria, British Columbia · Engagement: 5 weeks, fixed fee
Recovered$138,000
Open years claimed4
Ongoing trackingIn place
The situation
An incentive review at an import and distribution corporation in Victoria, British Columbia started from a simple question: what has never been claimed? The answer ran to 4 years, driven by two corporations under common control filing as if each had its own $500,000 limit.
What we did
We moved passive holdings into a separate structure so the operating company’s small business limit stopped grinding down, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $138,000 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 5 · Planning that cut the bill
Remuneration Review Saved $13,000 Across Corporate And Personal Returns — Professional Corporation, Winnipeg
Client: A professional corporation · Where: Winnipeg, Manitoba · Engagement: 11 weeks, fixed fee
Combined saving$13,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a professional corporation in Winnipeg, Manitoba — the filings were on time and accurate. What they were not was planned. A small business limit quietly shared across three associated corporations nobody had mapped had never been reviewed.
What we did
We mapped the association rules across the group, allocated the business limit deliberately on Schedule 23, and corrected the prior year by adjustment request, 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
$13,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 6 · Deadline rescue
5-Week Turnaround Beat The Deadline And Saved $130,000 — Incorporated Consultancy, Moncton
Client: An incorporated consultancy · Where: Moncton, New Brunswick · Engagement: 5 weeks, fixed fee
Late-filing penalty avoided$130,000
Filed with22 days to spare
Next yearPapers ready
The situation
With the deadline for t4a slip preparation weeks away, an incorporated consultancy in Moncton, New Brunswick was carrying passive investment income that had crossed the $50,000 grind threshold unnoticed. The exposure if the date slipped was around $130,000.
What we did
We modelled salary against dividends across both the corporation and the shareholder’s personal return, then set the remuneration mix for the year. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 22 days to spare. $130,000 in late-filing penalties avoided, and the working papers are ready for the following year.
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.
