Yes. Financial statements are required to file a T2 corporate tax return. They summarize your company’s financial position and ensure accurate reporting for tax purposes.

Yes. We prepare year-end management and tax-basis financial statements based on the information you provide. These statements are for tax and internal use only and do not include an audit or review.

Many lenders accept these statements for small loans and financing, though some may have additional documentation requirements.

No. Most returning clients complete their information through the portal unless there are significant changes to their details.

Returning clients log in via the “Returning Client” menu on our website. New clients receive a portal sign-up link by email after their consultation.

Yes. HST (GST/PST in some provinces) is filed separately from the corporate income tax return. If you’re registered, you must remit HST according to your filing frequency.

All information is submitted securely through our portal using our structured intake form. Uploads are optional for finalized statements only — receipts and invoices upload are not needed.

Maintain all accounting and bookkeeping records that support your T2, including:

• Bank statements, invoices, receipts

• Payroll records (if applicable)

• HST/GST filings and supporting documents

• Contracts, leases, or loan agreements

Keep these for at least six years. Do not submit unless requested by CRA.