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At Tax Filings Canada, we handle every part of your cross-border estate and inheritance tax, from the filing itself to the planning around it. Our accountants work with businesses and individuals every week, so the filing is right whether you file personally or through a corporation.
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Tax Filings Canada provides low-cost, fixed-fee cross-border estate and inheritance tax across Canada: treaty positions, foreign tax credits, T1135 disclosure and non-resident withholding, built for Canadians with US ties and non-residents earning Canadian income, with payment only after your work is complete.
Everything starts with your documents — send what you have and we will sort it.
We build the cross-border estate and inheritance tax file carefully, matching your records line by line.
The draft comes back to you for a proper look, not a rushed signature.
When you say go, we file it and follow up with the confirmation.
| Factor | Tax Filings Canada | Typical Firm |
|---|---|---|
| Pricing model | Fixed, flat fee | Hourly / unpredictable |
| Payment | Pay after service | Upfront retainer |
| Price match | Yes, on written quotes | Rarely |
| CRA audit support | Included | Billed extra |
| Typical turnaround | 3-5 business days | 2-4 weeks |
Post-mortem and succession planning turns on timing: elections such as the spousal rollover and the capital gains exemption only work when claimed in the right return. Section 216 and 217 elections can substantially reduce non-resident withholding on Canadian rents and pensions when filed on time. Because the fee is fixed and low-cost, the economics stay predictable whether your file is simple or messy.
The pattern in cross-border estate and inheritance tax files repeats often enough that a tax services provider can usually tell early on where a file will need work. What follows is that read, written down for Cross-Border Estate and Inheritance Tax.
One rule does most of the work here. A US LLC is a flow-through for US purposes but a corporation for Canadian purposes. That mismatch routinely produces double taxation unless the structure is corrected.
The second point follows directly from the first. The T1135 foreign income verification statement is required once specified foreign property exceeds $100,000 in cost. Late-filing penalties start at $25 a day to a maximum of $2,500 per year, before gross-negligence penalties. The last of the major rules is about when, not what. A CCPC files its T2 within six months of year-end, with the balance due two months after (three where the small business deduction is claimed). The 9% federal small business rate applies to the first $500,000 of active business income. The filing and payment deadlines differ, and interest runs from the payment date. Filing on time while paying late still costs money.
None of this is exotic — but each point has to be applied to your facts, which is exactly what you are paying an income tax specialist to do. Nothing slows a file like missing records, so for cross-border estate and inheritance tax begin with.
Every file we prepare is reviewed with you before anything is filed, the fee is fixed and agreed up front, and you pay only after the service is delivered. If cross-border estate and inheritance tax is on your list, the conversation costs nothing to start.
Providing transparent fixed pricing and high-quality compliance work for your cross-border estate and inheritance tax requirements.
Coverage: Standard bookkeeping and cross-border estate and inheritance tax preparation.
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Providing tailored cross-border estate and inheritance tax services to ensure compliance and maximize deductions.
Our tax accountants keep your business compliant with federal and provincial tax rules.
A dedicated team that handles your financials quickly, accurately, and without upfront fees.
Dedicated preparation processes customized for Canadian businesses.
Advanced accounting software integrations with QuickBooks, Xero, and wave accounting.
Customized packages designed to grow as your business operations expand.
Our clear four-step workflow ensuring absolute tax optimization and complete CRA compliance.
Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.
Receive a comprehensive checklist and securely provide the required financial records and documents.
Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.
We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.
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See how our expert Cross-Border Estate and Inheritance Tax and accounting services have helped Canadian businesses save money and stay compliant.
Closing the books at a shareholder of a US LLC in Ottawa, Ontario took 12 weeks. The cause was a departure year filed as a normal resident return with no deemed disposition reported. It now takes 9 days.
The accounting file at a shareholder of a US LLC in Ottawa, Ontario had a weak foundation. It was built on a departure year filed as a normal resident return with no deemed disposition reported. The year-end had taken 12 weeks each of the last three years. We reported the deemed disposition properly on the departure return and claimed the foreign tax credits that had been left unused. We also moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild. The file reconciles. Month-end closes in 9 days instead of 12 weeks, and the year-end is a review rather than a reconstruction.
A $107,000 reassessment landed at a contractor working on both sides of the border in Burnaby, British Columbia. It rested on US tax paid but no foreign tax credit claimed on the Canadian return. The objection was allowed in full.
A contractor working on both sides of the border in Burnaby, British Columbia had been reassessed for $107,000. 6 days were left on the objection deadline. The reassessment rested on US tax paid but no foreign tax credit claimed on the Canadian return. We filed the objection inside the deadline with a complete submission rather than a placeholder. Alongside it, we reconstructed the day count on both sides of the border and documented the residency and treaty position before either revenue authority asked. The appeals officer allowed the objection in full. $107,000 was reversed and the account returned to a nil balance.
A Canadian resident receiving US pension income in Moncton, New Brunswick was 5 weeks from a deadline. The file also carried invoices paid to a non-resident consultant working on site in Canada with no Regulation 105 withholding taken. Filing complete and on time avoided roughly $133,000 in penalties.
A Canadian resident receiving US pension income in Moncton, New Brunswick came to us 5 weeks before its filing deadline. The file came with invoices paid to a non-resident consultant working on site in Canada with no Regulation 105 withholding taken. A late filing would have triggered a penalty of roughly $133,000 before interest. We worked backwards from the deadline. We restructured the US holding so the Canadian and US characterisations aligned, ending the double taxation going forward. We prioritised the items that actually gated the filing and deferred everything that did not. The return was filed on time and complete. The $133,000 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
A US citizen living in Canada in Vancouver, British Columbia was scaling. The growth exposed dividends paid to a non-resident shareholder with nothing withheld, leaving the payer holding the liability. The back office was rebuilt to match, freeing $34,000.
A US citizen living in Canada in Vancouver, British Columbia was opening in a second province. That meant different filing obligations and a different payroll regime. Dividends paid to a non-resident shareholder with nothing withheld, leaving the payer holding the liability already sat in the file. We registered the payer for a non-resident withholding account, remitted the Regulation 105 amounts due, and applied for waivers covering the rest of the contract. We then put monthly reporting in place. That let the owner see the cash effect of growth while there was still time to act on it. Growth was absorbed without a compliance failure. $34,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Remittances at a snowbird spending winters in Arizona in Halifax, Nova Scotia were chronically late. It came down to winters spent in the United States with the day count kept casually and no residency position documented anywhere. Fixing the schedule refunded $132,000.
Remittances at a snowbird spending winters in Arizona in Halifax, Nova Scotia were consistently late by a few days. That was enough to trigger penalties every quarter. Behind it sat winters spent in the United States with the day count kept casually and no residency position documented anywhere. We aligned the Canadian and US reporting of the same income so the foreign tax credit claim carried support on both returns. Then we moved the remittance dates into a scheduled process rather than a monthly decision. Penalties stopped from the following remittance onwards, and $132,000 of overpaid instalments was refunded.
A dual citizen with a US retirement account in Red Deer, Alberta was filing correctly and still overpaying. The reason was foreign accounts that had passed the $100,000 T1135 threshold three years earlier. Restructuring the position cut $46,000 from the annual bill.
A dual citizen with a US retirement account in Red Deer, Alberta was compliant but paying more than it needed to. The prior year had been filed correctly. It still left foreign accounts that had passed the $100,000 T1135 threshold three years earlier on the table. We modelled the current position against the alternatives before changing anything. Then we filed the section 216 election with the supporting rental statements and recovered the excess withholding as a refund. The change saved $46,000 in the first year and repeats annually. Nothing about the filings became more aggressive. The position is simply the one the rules already allowed.
Meet the specialists behind your Cross-Border Estate and Inheritance Tax filings. Our Partners Are Alumni of the World's Top Accounting and Tax Institutions
CA (ICAI), CA (MIA), CPA Canada (In-Depth Tax Program)
Canada Tax, International Tax, Cross Border Tax, Transfer Pricing
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Same fixed fees in every province. Find your city or your sector.
Direct answers to what Canadian business owners actually ask before hiring an accountant.
Cross-Border Estate and Inheritance Tax starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you pay only after you have reviewed and approved the deliverable. Compare every plan on our transparent pricing page.
At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the free 15-minute call.
Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.
We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit representation works.
Yes. Late filing penalties compound at 5% of the balance owing plus 1% per month, so the cost of waiting is real. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.
Yes. We serve clients in every province and territory at the same fixed fees, so your location does not change the price or the service. Browse our coverage across Canada to find your city.
We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and CRA scrutiny patterns. See all industries we serve.
Software applies the rules you already know about. An experienced tax accountant finds the ones you do not: capital cost allowance timing, the small business deduction threshold, shareholder loan repayment rules, and TOSI exposure on family dividends. The fee is usually smaller than the deductions it surfaces.
Our cross-border estate and inheritance tax services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.
You can start by booking a free 15-minute call. We will review your files, provide a fixed quote, and start working immediately.
It depends less on opinion than owners assume. A payment to a non-resident for services performed in Canada is subject to 15 percent withholding under Regulation 105. That applies whether or not the non-resident ends up owing Canadian tax. A waiver has to be applied for before the payment is made, and the payer that withheld nothing is the one assessed. Once you know that, the practical question becomes timing and documentation — both of which we handle inside the engagement.
The honest starting point is this: Departure from Canada triggers a deemed disposition of most property at fair market value. The resulting gain has to be reported on the final resident return. Everything else we would tell you is tailoring, and tailoring requires seeing your file.
The questions Canadians actually search on this topic, answered plainly. Browse every question in the Canadian tax answers directory.
Yes. Canada's value-added tax is GST/HST. GST is 5% federally in 2025 and 2026. In participating provinces it is combined into HST: 13% in Ontario, 15% in New Brunswick, Newfoundland and Labrador and Prince Edward Island, and 14% in Nova Scotia since 1 April 2025. Registered businesses charge it on taxable sales and claim input tax credits on what they pay, so the tax lands on the final consumer.
Canadian-source income is income whose origin is in Canada: employment carried out here, a business carried on here, rent from Canadian real property, gains on taxable Canadian property, and Canadian pension, dividend and interest payments. It matters most for non-residents, who are taxed only on Canadian-source amounts, often by withholding at the payer rather than by filing. Residents are taxed on worldwide income instead. A tax treaty can reduce the withholding rate for your country.
Canada taxes residents on worldwide income. If you are resident for tax purposes you report income from every source, inside and outside the country, and can usually claim a foreign tax credit for tax already paid abroad so the same income is not taxed twice. Non-residents are taxed only on Canadian-source income and on certain Canadian property. Residency is decided on your ties to Canada, not on citizenship or which passport you hold.
CPP2 is a second contribution on higher earnings. For 2026 it is 4% from the employee and 4% from the employer on the slice of pensionable earnings between $74,600 and $85,000, so a maximum of $416 each. There is no basic exemption on that slice, and nothing is owed above $85,000. Payroll software applies it automatically once regular CPP contributions reach their ceiling.
Your due date follows your reporting period rather than the calendar. The CRA assigns monthly, quarterly or annual filing based on your taxable revenue, and the return and the payment carry the same deadline once that period ends. Annual filers above a set level also owe instalments through the year. The exact date is printed on your GST/HST return and shown in CRA My Business Account, so confirm it there instead of assuming a date.
The basic Canada Education Savings Grant pays 20% of your RESP contributions, to a maximum of $500 a year per child and $7,200 over that child's lifetime, and those are the 2026 figures. Twenty per cent of $2,500 gives the full $500. Unused grant room carries forward, so a catch-up year can draw up to $1,000. Grant can be paid up to and including the end of the calendar year the child turns 17, but for the years the child turns 16 and 17 it is paid only where the plan already has a savings history — at least $2,000 contributed and not withdrawn before the end of the year the child turned 15, or at least $100 contributed in each of any four earlier years — so opening an RESP late can forfeit the last two years of grant.
Your municipality sets that, not the CRA. Most Canadian municipalities issue an interim bill and a final bill each year, each payable in one or more instalments, and many also offer a monthly pre-authorised plan spread across the year. If your mortgage lender pays the tax on your behalf, you contribute a portion with each mortgage payment instead. Your tax bill or your municipality's website lists the exact instalment dates for your property.
The Universal Child Care Benefit was a monthly federal payment for children that counted as taxable income for the person who received it. It no longer exists. It was replaced by the Canada Child Benefit, which is not taxable and is not reported on your return at all. If you are correcting an old return from the years the UCCB was paid, the amount still belongs in income for that year; for current years there is nothing to report.
File the return. Refunds, the GST/HST credit, the Canada child benefit and most provincial credits are all paid out of an assessed return, and they stop when a year goes unfiled. Add direct deposit so the money lands in your account instead of arriving as a cheque. For the 2025 tax year a refund on an electronically filed return generally takes about two weeks.
Owing money is not a criminal offence, so an unpaid balance alone does not lead to jail. The CRA collects it through interest, garnishment of wages or bank accounts, liens and offsetting benefit payments. Imprisonment only becomes possible where tax evasion or fraud is prosecuted in criminal court and a judge imposes a sentence, which follows a deliberate act such as concealing income or filing false records. Correcting a filing before the CRA contacts you generally avoids prosecution.
Non-resident income tax is Canadian tax on Canadian-source income earned by someone who is not a resident of Canada for tax purposes. Investment income, rents, pensions and some royalties are normally taxed by withholding at source, with the payer remitting to the CRA. Employment income, business income and gains on Canadian real property are instead reported on a Canadian return. A tax treaty may reduce a withholding rate or remove the Canadian tax altogether.
A treaty exemption is relief given by a tax treaty between Canada and another country so the same income is not taxed twice. Depending on the article relied on, it can remove Canadian tax entirely, cap a withholding rate, or give taxing rights to only one of the two countries. The relief is not automatic: you usually certify your residence to the payer or claim it on a Canadian return, and keep the supporting documents.
Reviewed and fact-checked by Udit Gupta
Ex Big 4 — Ernst & Young, Deloitte · International & cross-border tax specialist · CPA Canada (In-Depth Tax Program) · Chartered accountant, ICAI & MIA
Udit Gupta has over 15 years of experience helping corporations and business owners with corporate structuring, corporate tax filing, bookkeeping, payroll, GST/HST, cross-border tax and CRA representation. He is Big 4 trained, at Ernst & Young and Deloitte, and qualified as a chartered accountant in India and again in Malaysia. In 2014 he founded his accounting practice to serve entrepreneurs, startups and non-resident business owners across Canada. View full member bio.
The Institute of Chartered Accountants of India — member 521458 · Malaysian Institute of Accountants — member CA 44667 · Ex Big 4: Ernst & Young, Deloitte · CPA Canada (In-Depth Tax Program), completed 19 Dec 2023 · In-Depth GST/HST Part I, 12 Jul 2022 · Part II, 5 Jul 2023
Editorial policy. Every page is researched against primary sources — the Income Tax Act, CRA publications and CPA Canada guidance — and every rate or threshold is stated with the tax year it applies to.
Sources. CRA — Trust income tax · Income Tax Act (Justice Laws Website)
