6 WSIB 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 wsib registration and reporting work, not a general example.
Case Study 1 · Backlog brought current
Collections Halted And $68,000 Cut From A 6-Year Backlog — Home-Care Agency, Edmonton
Client: A home-care agency · Where: Edmonton, Alberta · Engagement: 4 weeks, fixed fee
Balance reduced by$68,000
Backlog cleared6 years
CollectionsHalted
The situation
By the time a home-care agency in Edmonton, Alberta called, 6 years were outstanding and the CRA had assessed on estimates. Underneath it sat T4s that did not agree to the payroll register or the general ledger.
What we did
We reconstructed the records year by year and reconstructed vehicle logbooks, calculated the standby charge and operating benefit properly, and amended the affected T4s. 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 $68,000, and a relief application addressed part of the accumulated interest.
Case Study 2 · Planning that cut the bill
$25,500 Cut From The Annual Tax Bill — Retail Chain Across Two, Barrie
Client: A retail chain across two provinces · Where: Barrie, Ontario · Engagement: 11 weeks, fixed fee
First-year saving$25,500
RepeatsAnnually
Filing positionUnchanged in risk
The situation
A retail chain across two provinces in Barrie, Ontario was compliant but paying more than it needed to. The prior year had been filed correctly and still left long-term contractors who met every test for employment on the table.
What we did
We modelled the current position against the alternatives before changing anything, then 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.
The result
The change saved $25,500 in the first year and repeats annually. Nothing about the filings became more aggressive; the position is simply the one the rules already allowed.
Case Study 3 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $29,000 Saved Each Year — Security Services Contractor, Burnaby
Client: A security services contractor · Where: Burnaby, British Columbia · Engagement: 7 weeks, fixed fee
Annual saving$29,000
Tax on reorganisationDeferred
Elections filedOn time
The situation
A security services contractor in Burnaby, British Columbia had outgrown the structure it started with. A director facing a personal assessment for unremitted source deductions was the immediate problem; the longer-term one was that the structure blocked the next step.
What we did
We mapped the current structure, modelled the target, and reconciled the payroll register, general ledger and T4 summary to the cent, then filed the amended slips — with the tax-deferred elections filed on time and the supporting valuations documented.
The result
The reorganisation completed without triggering tax, and the new structure saves approximately $29,000 a year while removing the exposure the old one carried.
Case Study 4 · Scaling without breaking
Second-Province Expansion Handled, $42,000 Of Cash Released — Dental Practice, Ottawa
Client: A dental practice · Where: Ottawa, Ontario · Engagement: 5 weeks, fixed fee
Cash released$42,000
New registrationsComplete on day one
Compliance gapsNone
The situation
Revenue at a dental practice in Ottawa, Ontario was up sharply and cash was tighter than ever. Underneath it sat company vehicles used personally with no logbook and no taxable benefit reported.
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. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$42,000 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 5 · Objection and relief
$19,000 Of Penalties And Interest Cancelled On Relief — 30-Employee Manufacturer, Kelowna
Client: A 30-employee manufacturer · Where: Kelowna, British Columbia · Engagement: 5 weeks, fixed fee
Penalties and interest cancelled$19,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $19,000 landed at a 30-employee manufacturer in Kelowna, British Columbia following a desk review. The auditor had not seen the records behind remittances still going out monthly after the business had moved to the accelerated threshold.
What we did
We reconstructed vehicle logbooks, calculated the standby charge and operating benefit properly, and amended the affected T4s, then set out the legislative basis for the position alongside the documents supporting it.
The result
$19,000 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 · CRA review defended
$83,000 Reassessment Reduced To Nil On Review — Construction Firm with Union, Brampton
Client: A construction firm with union and non-union crews · Where: Brampton, Ontario · Engagement: 3 weeks, fixed fee
Reassessment reduced toNil
Tax protected$83,000
Prior filingsUndisturbed
The situation
A review notice arrived at a construction firm with union and non-union crews in Brampton, Ontario covering wsib registration and reporting for two tax years. The auditor's working position was an adjustment of $83,000, driven by T4s that did not agree to the payroll register or the general ledger.
What we did
Rather than negotiate, we rebuilt the record. 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 submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result
The auditor accepted the documented position and closed the review without adjustment, protecting $83,000 and leaving the prior filings undisturbed.
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.
