Case Study 1
Share Sale Restructured, $575,000 Less Tax On Closing — Dairy Operation, Meadow Lake
Due diligence at a dairy operation in Meadow Lake, Saskatchewan surfaced a single shareholder holding every share, with no room to multiply the exemption. Restructuring the sale saved $575,000 against the original terms.
A dairy operation in Meadow Lake, Saskatchewan was preparing to sell. Due diligence surfaced a single shareholder holding every share, with no room to multiply the exemption, which would have reduced the price or killed the deal outright. We cleaned up the historical file, assessed and claimed Saskatchewan Manufacturing and Processing Exporter Tax Incentive alongside the federal return, and prepared the due-diligence package the buyer's advisers actually asked for. The deal closed at the agreed price. $575,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 2
$69,000 Of Penalties And Interest Cancelled On Relief — Textile Manufacturer, Meadow Lake
A textile manufacturer in Meadow Lake, Saskatchewan was carrying $69,000 of penalties and interest from input tax credits claimed against SK provincial tax, which is not recoverable the way GST is. A relief application cancelled it.
An assessment of $69,000 landed at a textile manufacturer in Meadow Lake, Saskatchewan following a desk review. The auditor had not seen the records behind input tax credits claimed against SK provincial tax, which is not recoverable the way GST is. We assessed and claimed Saskatchewan Technology Start-up Incentive alongside the federal return, then set out the legislative basis for the position alongside the documents supporting it. $69,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 3
Instalments Rebased, $83,000 Of Cash Returned To The Business — Millwork Shop, Meadow Lake
A millwork shop in Meadow Lake, Saskatchewan was overpaying instalments because of provincial sales tax collected but never remitted on the separate SK return. Rebasing them returned $83,000 to the business.
A millwork shop in Meadow Lake, Saskatchewan was paying instalments calculated on a prior year that no longer reflected the business. Provincial sales tax collected but never remitted on the separate SK return was tying up $83,000 of cash. We rebased the instalments on the current-year estimate rather than the prior-year default, and recalculated the corporate tax at the 10% combined small business rate and rebased the instalments on the current year. $83,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 4
$136,000 Proposed Adjustment Withdrawn In Full — Packaging Producer, Meadow Lake
A packaging producer in Meadow Lake, Saskatchewan faced a $136,000 proposed reassessment after instalments still calculated on a year the business had long outgrown. We rebuilt the documentation and the adjustment was withdrawn in full.
A packaging producer in Meadow Lake, Saskatchewan received a proposal letter opening a review of its sk tax and accounting file. The CRA had identified instalments still calculated on a year the business had long outgrown and proposed an adjustment of $136,000, with 30 days to respond. We treated the response as an evidence exercise rather than an argument. We separated the federal GST and SK provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns, then indexed every supporting document against the specific line the auditor had questioned. The proposed adjustment was withdrawn in full — all $136,000 of it. The file closed in 4 weeks with no change to the assessed amounts and no penalty.
Case Study 5
$134,000 Of Arbitrary Assessments Vacated After 6 Years — Metal Fabrication Business, Meadow Lake
The CRA had assessed a metal fabrication business in Meadow Lake, Saskatchewan on estimates across 6 unfiled years. Real filings vacated $134,000 of that tax.
6 years of unfiled returns had turned into notional assessments at a metal fabrication business in Meadow Lake, Saskatchewan, with sector-specific exposure the previous accountant had not seen before underneath. Collections had already started. We assessed and claimed Saskatchewan Manufacturing and Processing Exporter Tax Incentive alongside the federal return, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 6 years were accepted as filed. $134,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 6 years.
Case Study 6
$62,000 Late-Filing Penalty Cancelled On Relief Application — Food Processing Plant, Meadow Lake
A food processing plant in Meadow Lake, Saskatchewan had already been penalised over payroll obligations from another province applied to local staff by an out-of-province provider. A relief application cancelled $62,000 of that penalty.
A food processing plant in Meadow Lake, Saskatchewan had already missed one deadline and was about to miss a second. Behind it sat payroll obligations from another province applied to local staff by an out-of-province provider, and a penalty of $62,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then assessed and claimed Saskatchewan Technology Start-up Incentive alongside the federal return. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $62,000 of the penalty already assessed on the earlier year.