Case Study 1
$48,000 Saved By Correcting What Prior Filings Had Missed — Oilfield Services Company, Winnipeg
A second opinion for an oilfield services company in Winnipeg, Manitoba found instalments still calculated on a year the business had long outgrown in prior filings and recovered $48,000 a year.
An oilfield services company in Winnipeg, Manitoba asked for a second opinion on its mb tax and accounting file after three years of rising tax. The review found instalments still calculated on a year the business had long outgrown. We built the comparison first — current structure against two alternatives — and then separated the federal GST and MB provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. First-year saving of $48,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 2
Books Rebuilt From Source, $13,000 In Unclaimed Input Tax Found — Packaging Producer, Winnipeg
The ledger at a packaging producer in Winnipeg, Manitoba could not support its own filings because of sector-specific exposure the previous accountant had not seen before. Rebuilding it surfaced $13,000 in unclaimed input tax.
A packaging producer in Winnipeg, Manitoba could not answer basic questions about its own numbers, because sector-specific exposure the previous accountant had not seen before sat between the bank statements and the ledger. We assessed and claimed Manitoba Manufacturing Investment Tax Credit alongside the federal return, then documented the process so the work does not depend on any one person remembering how it was done. Records rebuilt and reconciled, $13,000 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 3
$13,000 Of Penalties And Interest Cancelled On Relief — Rideshare Fleet Owner, Winnipeg
A rideshare fleet owner in Winnipeg, Manitoba was carrying $13,000 of penalties and interest from a provincial payroll levy that had never been registered for or remitted. A relief application cancelled it.
An assessment of $13,000 landed at a rideshare fleet owner in Winnipeg, Manitoba following a desk review. The auditor had not seen the records behind a provincial payroll levy that had never been registered for or remitted. We assessed and claimed Manitoba Small Business Venture Capital Tax Credit alongside the federal return, then set out the legislative basis for the position alongside the documents supporting it. $13,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 4
3 Years Filed, $77,000 Removed From The Assessed Balance — Maple and Specialty Crop, Winnipeg
3 years of returns were outstanding at a maple and specialty crop producer in Winnipeg, Manitoba, on top of input tax credits claimed against MB provincial tax, which is not recoverable the way GST is. Filing on real numbers removed $77,000 of assessed tax.
A maple and specialty crop producer in Winnipeg, Manitoba had not filed for 3 years. The CRA had issued arbitrary assessments, and the business was carrying input tax credits claimed against MB provincial tax, which is not recoverable the way GST is on top of a growing interest balance. We started with the oldest year and worked forward so each year's closing balances fed the next. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, filing the years in sequence rather than all at once. Every year is now filed and assessed on actual figures. The notional assessments were vacated and $77,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 5
Incentive Review Recovered $47,000 Across 5 Open Years — Regional Freight Carrier, Winnipeg
An incentive review at a regional freight carrier in Winnipeg, Manitoba found Manitoba incentives claimed by competitors and never by this business and recovered $47,000 across 5 open years.
An incentive review at a regional freight carrier in Winnipeg, Manitoba started from a simple question: what has never been claimed? The answer ran to 5 years, driven by Manitoba incentives claimed by competitors and never by this business. We recalculated the corporate tax at the 9% combined small business rate and rebased the instalments on the current year, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires. The credits produced $47,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 6
Scaled To 69 Staff With $25,000 Of Working Capital Freed — Logging Contractor, Winnipeg
Growth at a logging contractor in Winnipeg, Manitoba had outrun the back office, and instalments still calculated on a year the business had long outgrown broke first. Headcount reached 69 with $25,000 of cash freed.
A logging contractor in Winnipeg, Manitoba was growing fast — headcount to 69 in eighteen months — and the back office had not kept up. Instalments still calculated on a year the business had long outgrown was the first thing to break. We separated the federal GST and MB provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns, and built the compliance calendar for the size the business was becoming rather than the size it had been. The business reached 69 staff with no missed remittance and no late filing. $25,000 of working capital was freed in the process.