6 WCB Registration and Reporting 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 wcb registration and reporting work, not a general example.
Case Study 1 · CRA review defended
Audit Defence Closed In 3 Weeks, $77,000 Cleared — Construction Firm with Union, Victoria
Client: A construction firm with union and non-union crews · Where: Victoria, British Columbia · Engagement: 3 weeks, fixed fee
Proposed tax cleared$77,000
Review duration3 weeks
OutcomeNo change
The situation
A construction firm with union and non-union crews in Victoria, British Columbia was selected for review after a director facing a personal assessment for unremitted source deductions showed up in the CRA's automated matching. The proposed adjustment on wcb registration and reporting came to $77,000.
What we did
We reconciled the payroll register, general ledger and T4 summary to the cent, then filed the amended slips. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result
The review closed with no change. $77,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 2 · Planning that cut the bill
Remuneration Review Saved $54,000 Across Corporate And Personal Returns — Logistics Operator with Drivers, London
Client: A logistics operator with drivers in three provinces · Where: London, Ontario · Engagement: 9 weeks, fixed fee
Combined saving$54,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a logistics operator with drivers in three provinces in London, Ontario — the filings were on time and accurate. What they were not was planned. T4s that did not agree to the payroll register or the general ledger had never been reviewed.
What we did
We reconstructed vehicle logbooks, calculated the standby charge and operating benefit properly, and amended the affected T4s, 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
$54,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 3 · Records and systems rebuilt
Month-End Close Cut From 6 Weeks To 9 Days — Growing Tech Team, Ottawa
Client: A growing tech team with stock options · Where: Ottawa, Ontario · Engagement: 6 weeks, fixed fee
Close time before6 weeks
Close time after9 days
Year-endReview, not rebuild
The situation
The accounting file at a growing tech team with stock options in Ottawa, Ontario was built on company vehicles used personally with no logbook and no taxable benefit reported. The year-end had taken 6 weeks each of the last three years.
What we did
We reviewed each contractor against the CRA’s control and integration tests, converted those who met the employment tests, and priced the transition before it was forced by a ruling and moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild.
The result
The file reconciles. Month-end closes in 9 days instead of 6 weeks, and the year-end is a review rather than a reconstruction.
Case Study 4 · Objection and relief
Desk-Review Assessment Of $88,000 Vacated — Restaurant with Heavy Seasonal, Lethbridge
Client: A restaurant with heavy seasonal turnover · Where: Lethbridge, Alberta · Engagement: 10 weeks, fixed fee
Assessment vacated$88,000
Supporting recordsNow on file
AccountCleared
The situation
A restaurant with heavy seasonal turnover in Lethbridge, Alberta was carrying $88,000 of penalties and interest arising from long-term contractors who met every test for employment, much of it accumulated during a period the CRA itself had delayed.
What we did
We moved the account to the correct remitter frequency, caught up the arrears, and filed a taxpayer relief request that cancelled the bulk of the penalty and framed the relief application on the specific grounds the CRA guidelines recognise rather than on general hardship.
The result
The assessment was vacated. $88,000 came off the account, and the documentation now on file makes the same position straightforward to defend next time.
Case Study 5 · Backlog brought current
Collections Halted And $19,000 Cut From A 6-Year Backlog — Landscaping Company with Seasonal, Windsor
Client: A landscaping company with seasonal staff · Where: Windsor, Ontario · Engagement: 10 weeks, fixed fee
Balance reduced by$19,000
Backlog cleared6 years
CollectionsHalted
The situation
By the time a landscaping company with seasonal staff in Windsor, Ontario called, 6 years were outstanding and the CRA had assessed on estimates. Underneath it sat remittances still going out monthly after the business had moved to the accelerated threshold.
What we did
We reconstructed the records year by year and reconciled the payroll register, general ledger and T4 summary to the cent, then filed the amended slips. Each filing replaced an arbitrary assessment with a real one.
The result
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $19,000, and a relief application addressed part of the accumulated interest.
Case Study 6 · Missed incentive claimed
$92,000 Credit Claim Filed And Accepted Without Adjustment — Retail Chain Across Two, Burnaby
Client: A retail chain across two provinces · Where: Burnaby, British Columbia · Engagement: 6 weeks, fixed fee
Claim value$92,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A retail chain across two provinces in Burnaby, British Columbia assumed the credits did not apply to a business its size. T4s that did not agree to the payroll register or the general ledger meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and reconstructed vehicle logbooks, calculated the standby charge and operating benefit properly, and amended the affected T4s.
The result
$92,000 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.
