Case Study 1
$29,000 Late-Filing Penalty Cancelled On Relief Application — Hardware Startup, Kelowna
A hardware startup in Kelowna, British Columbia had already been penalised over input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. A relief application cancelled $29,000 of that penalty.
A hardware startup in Kelowna, British Columbia had already missed one deadline and was about to miss a second. Behind it sat input tax credits claimed against BC provincial tax, which is not recoverable the way GST is, and a penalty of $29,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $29,000 of the penalty already assessed on the earlier year.
Case Study 2
Growth Handled Without A Missed Filing, $138,000 Freed — Food Truck Operator, Kelowna
Scaling exposed provincial sales tax collected but never remitted on the separate BC return at a food truck operator in Kelowna, British Columbia. The back office was rebuilt to match, freeing $138,000.
A food truck operator in Kelowna, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and provincial sales tax collected but never remitted on the separate BC return already in the file. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year and put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it. Growth was absorbed without a compliance failure. $138,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 3
$119,000 Of Arbitrary Assessments Vacated After 3 Years — Esports Organisation, Kelowna
The CRA had assessed an esports organisation in Kelowna, British Columbia on estimates across 3 unfiled years. Real filings vacated $119,000 of that tax.
3 years of unfiled returns had turned into notional assessments at an esports organisation in Kelowna, British Columbia, with instalments still calculated on a year the business had long outgrown underneath. Collections had already started. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 3 years were accepted as filed. $119,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 3 years.
Case Study 4
Month-End Close Cut From 9 Weeks To 9 Days — Land Development Company, Kelowna
Closing the books at a land development company in Kelowna, British Columbia took 9 weeks because of sector-specific exposure the previous accountant had not seen before. It now takes 9 days.
The accounting file at a land development company in Kelowna, British Columbia was built on sector-specific exposure the previous accountant had not seen before. The year-end had taken 9 weeks each of the last three years. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return and 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 9 weeks, and the year-end is a review rather than a reconstruction.
Case Study 5
Audit Defence Closed In 4 Weeks, $55,000 Cleared — Cybersecurity Firm, Kelowna
A cybersecurity firm in Kelowna, British Columbia was under review over a provincial payroll levy that had never been registered for or remitted. The file closed in 4 weeks with $55,000 of proposed tax cleared.
A cybersecurity firm in Kelowna, British Columbia was selected for review after a provincial payroll levy that had never been registered for or remitted showed up in the CRA's automated matching. The proposed adjustment on its bc tax and accounting file came to $55,000. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. Every figure in the response traced to a source record the auditor could verify without asking a second question. The review closed with no change. $55,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 6
Reorganisation Completed Tax-Deferred, $65,000 Saved Each Year — Fine-Dining Restaurant, Kelowna
A fine-dining restaurant in Kelowna, British Columbia had outgrown its structure, with input tax credits claimed against BC provincial tax, which is not recoverable the way GST is the visible cost. The reorganisation completed tax-deferred and saves $65,000 a year.
A fine-dining restaurant in Kelowna, British Columbia had outgrown the structure it started with. Input tax credits claimed against BC provincial tax, which is not recoverable the way GST is was the immediate problem; the longer-term one was that the structure blocked the next step. We mapped the current structure, modelled the target, and registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty — with the tax-deferred elections filed on time and the supporting valuations documented. The reorganisation completed without triggering tax, and the new structure saves approximately $65,000 a year while removing the exposure the old one carried.