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At Tax Filings Canada, we handle every part of your repatriation and dividend planning, from the filing itself to the planning around it. Our accountants work with corporations and business owners every week, so you can focus on running and growing your business.
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Stay compliant and optimize your financial processes with our specialized repatriation and dividend planning services.
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Yes — repatriation and dividend planning can be handled entirely online. Tax Filings Canada covers treaty positions, foreign tax credits, T1135 disclosure and non-resident withholding for Canadians with US ties and non-residents earning Canadian income at affordable fixed fees, pay-after-service.
Gather what you have — even a shoebox of receipts is a fine starting point.
We turn your records into a complete, review-ready repatriation and dividend planning file.
You get a walkthrough of the results, in plain language, before you approve a thing.
We submit everything for you and stay available for whatever follows.
| 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 |
The T1135 foreign income verification statement applies once specified foreign property passes $100,000 in cost — late-filing penalties start at $25 a day. Because the fee is fixed and affordable, the economics stay predictable whether your file is simple or messy.
There is a version of repatriation and dividend planning that runs smoothly and a version that turns into correspondence. The difference is rarely luck; it comes down to details any tax professional handling these files weekly learns to check first.
First, the rule that sorts straightforward files from complicated ones: 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.
Pair that with the next rule and most of the confusion around repatriation and dividend planning disappears: 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. A file is only as strong as what backs it up, which brings us to the next rule: 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.
Think of these rules as the fixed terrain; your circumstances decide the route through it. Mapping that route is the work a tax professional takes off your plate for repatriation and dividend planning. Gather whatever records touch the numbers — statements, ledgers, prior-year filings — and we take it from there.
Start whenever suits you; the structure is already set. You will know the fixed fee before work begins, approve the file before it is filed, and pay only once the service is delivered.
Providing transparent fixed pricing and high-quality compliance work for your repatriation and dividend planning requirements.
Coverage: Standard bookkeeping and repatriation and dividend planning preparation.
Ideal for early-stage startups and sole proprietors.
Book NowCoverage: Full-service bookkeeping, filings, and CRA compliance support.
Perfect for established small businesses.
Book NowCoverage: Strategic advisory and fractional CFO integration.
Ideal for companies seeking high-growth financial structuring.
Book NowWhy you should partner with Tax Filings Canada Experts for all your repatriation and dividend planning needs?
Providing tailored repatriation and dividend planning 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 Repatriation and Dividend Planning tax and accounting services have helped Canadian businesses save money and stay compliant.
A non-resident owning Canadian rental property in Edmonton, Alberta needed a holding structure. It had to deal with 25% withholding on gross Canadian rent where a section 216 election would have taxed only the net. The reorganisation was tax-neutral and removed $44,000 of annual exposure.
The structure at a non-resident owning Canadian rental property in Edmonton, Alberta needed fixing. The file was carrying 25% withholding on gross Canadian rent where a section 216 election would have taxed only the net. Every option for fixing it ran through a reorganisation that had to be done without triggering tax. We worked with the client's lawyer. Together, we filed the section 216 election with the supporting rental statements and recovered the excess withholding as a refund. We also prepared the elections, resolutions and valuations the structure needed to stand up. The structure now matches the business. Annual saving of $44,000, and the reorganisation itself was tax-neutral.
A Canadian resident with a US rental property in Winnipeg, Manitoba was 7 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 $38,500 in penalties.
A Canadian resident with a US rental property in Winnipeg, Manitoba came to us 7 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 $38,500 before interest. We worked backwards from the deadline. We aligned the Canadian and US reporting of the same income so the foreign tax credit claim carried support on both returns. We prioritised the items that actually gated the filing and deferred everything that did not. The return was filed on time and complete. The $38,500 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
Remittances at a Canadian corporation operating a US branch in Surrey, British Columbia were chronically late. It came down to foreign accounts that had passed the $100,000 T1135 threshold three years earlier. Fixing the schedule refunded $111,000.
Remittances at a Canadian corporation operating a US branch in Surrey, British Columbia were consistently late by a few days. That was enough to trigger penalties every quarter. Behind it sat foreign accounts that had passed the $100,000 T1135 threshold three years earlier. 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. Then we moved the remittance dates into a scheduled process rather than a monthly decision. Penalties stopped from the following remittance onwards, and $111,000 of overpaid instalments was refunded.
An emigrant who left Canada mid-year in Saskatoon, Saskatchewan was over-withheld. The cause was a departure year filed as a normal resident return with no deemed disposition reported. Filing the election refunded $41,000.
An emigrant who left Canada mid-year in Saskatoon, Saskatchewan was paying tax in two countries on one stream of income. A departure year filed as a normal resident return with no deemed disposition reported had never been reviewed against the treaty. We restructured the US holding so the Canadian and US characterisations aligned, ending the double taxation going forward. We also coordinated the timing so the credit claimed in Canada matched the tax actually paid abroad. $41,000 of excess withholding was refunded and the exposure closed. Both sides of the border now report consistently, which is what keeps the credit claimable.
18 months of records at a Canadian corporation with US customers in Burnaby, British Columbia had never been reconciled. That left dividends paid to a non-resident shareholder with nothing withheld, leaving the payer holding the liability. Rebuilding recovered $4,700.
Nothing reconciled at a Canadian corporation with US customers in Burnaby, British Columbia. Every filing started with 18 months of cleanup. The file was carrying dividends paid to a non-resident shareholder with nothing withheld, leaving the payer holding the liability. We rebuilt from source rather than correcting on top of the existing file. We reconstructed the day count on both sides of the border and documented the residency and treaty position before either revenue authority asked. Then we set the routine that keeps it clean. 18 months reconciled to the bank. The close now takes 10 days, and $4,700 of previously unclaimable input tax was recovered in the process.
A remuneration review at a family with a Florida vacation property in Regina, Saskatchewan saved $28,500 across the corporate and personal returns. It found a US LLC taxed as a corporation in Canada, producing double tax on the same income.
Nothing was wrong at a family with a Florida vacation property in Regina, Saskatchewan. The filings were on time and accurate. What they were not was planned. A US LLC taxed as a corporation in Canada, producing double tax on the same income had never been reviewed. We reported the deemed disposition properly on the departure return and claimed the foreign tax credits that had been left unused. We ran the numbers across both the corporate and personal returns, so the saving was real rather than deferred into someone else's hands. $28,500 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Meet the specialists behind your Repatriation and Dividend Planning 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
International Tax, Transfer Pricing Specialist
CA (ICAI), Canada Tax Expert
CA. Fractional CFO and Senior Advisory Specialist
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.
Repatriation and Dividend Planning 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 repatriation and dividend planning 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.
Our answer starts where the legislation starts. The Canada–US treaty allocates taxing rights, but relief is not automatic. A foreign tax credit or treaty position has to be claimed on a filed return. From there it is a matter of applying it to your year — and that application, not the rule itself, is where a tax advisor earns the fee.
The honest answer comes down to one rule. Non-residents earning Canadian rental income face 25% withholding on gross rent unless a section 216 election is filed. The election taxes the net instead. That is the part we verify before anything is filed.
The questions Canadians actually search on this topic, answered plainly. Browse every question in the Canadian tax answers directory.
Most people file electronically with software the CRA approves for NETFILE, or have a preparer send the return through EFILE. Paper filing is still accepted and takes far longer to process. Before starting, set up My Account, confirm your direct deposit details, and download the slips the CRA already holds so your return matches its records. For the 2025 tax year the deadline was 30 April 2026, with any balance owing due the same day; a 2025 return not yet filed is late, so file it now to stop the late-filing penalty growing.
A refund is the tax already paid minus the tax actually owed. Add the income tax withheld on your slips to any instalments you paid, work out tax payable on your total income after deductions and credits, and the difference comes back if the first figure is larger. Large refunds usually trace to over-withholding on employment income, RRSP contributions, or credits transferred to you. Run the numbers through the CRA's or a commercial estimator before you file.
Your marginal tax rate is the rate on your next dollar of income, not on your income as a whole. Federally for 2026 that is 14%, 20.5%, 26%, 29% or 33% depending on the bracket you have reached, and your province's rate stacks on top, so an Ontario earner in the 26% federal band adds the Ontario rate for their own band. The two sets of thresholds rarely line up, so add the two rates together.
Income up to the basic personal amount is effectively untaxed, because that credit offsets the federal tax on it, and each province and territory has its own equivalent amount. Both figures change every year with indexation, so look up the amount for the tax year in question. Other credits, such as the age amount, tuition, or the disability amount, lift the point where tax actually starts. Tax withheld at source below that point comes back as a refund.
Federally, no. Employer contributions to a private health services plan covering medical, dental and hospital care are not a taxable benefit, so they do not show up in your income. Quebec taxes them provincially, which is why a Quebec slip can show an amount the federal one does not. Premiums you pay yourself, including the employee share deducted from pay, can count as medical expenses on your T1. Group life and some wage-loss plans are treated differently.
Add every source of income for the calendar year before deductions: employment pay from your T4 slips, self-employment revenue less business expenses, pension and benefit amounts, investment income from T5 slips, and taxable capital gains. That total is your income for the year on the T1. To annualise a part-year figure, multiply a weekly amount by 52, biweekly by 26, or monthly by 12. Net and taxable income come after allowable deductions.
Federal tax for 2026 starts at 14% on the lowest bracket and rises through 20.5%, 26% and 29% to 33% on the highest, and your province adds its own bracketed rate on top. Only the income above each threshold is taxed at that higher rate. The federal basic personal amount of $16,452 for 2026 shelters the first slice, tapering for high earners. Sales tax, CPP and EI are charged separately.
Line 101 reports your total sales and other revenue for the reporting period, before tax. Include taxable, zero-rated and exempt sales, and revenue from supplies made outside Canada, using the same accounting basis as your books. Leave out the GST/HST you charged, and leave out provincial sales tax. The figure itself does not create tax; what you remit comes from the collected-tax and input-tax-credit lines further down the return.
It goes to the person primarily responsible for the child's day-to-day care. Where care is shared roughly equally, the CRA splits it, so each parent receives half of what they would get alone, calculated on their own family net income. Tell the CRA when your marital status changes, because a stale status distorts both payments. Where the child lives mainly with one parent, only that parent is treated as the primary carer.
In Canada the federal return for individuals is the T1, filed with the CRA, and it calculates your provincial or territorial tax in the same package, so there is no separate provincial return except in Quebec, where a second return goes to Revenu Quebec. Corporations file the T2 instead. To check a filed return or a refund, sign in to CRA My Account and read the notice of assessment, which shows what was accepted and any change the CRA made.
Marital status does not change your tax rates, but it changes what you claim and what you receive. Once you are married or living common-law, the CRA treats you as a couple for income-tested amounts, so the GST/HST credit, the Canada child benefit and similar payments are calculated on combined income. In return, couples may claim the spouse or common-law partner amount, transfer certain unused credits, split eligible pension income, and pool donations and medical expenses.
Yes. Legal services are a taxable supply, so a registered lawyer or firm charges GST or HST at the rate for the client's province: 13% HST in Ontario, 14% HST in Nova Scotia from 1 April 2025, and 5% GST in Alberta. Disbursements can be treated differently depending on whether the lawyer incurred them as your agent. Where the fees relate to your commercial activity, the tax is generally recoverable as an input tax credit.
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 — Corporations · CRA — Corporation tax rates · Income Tax Act (Justice Laws Website)
