Next CRA deadline: T1 personal returns · April 30
Next CRA deadline: T1 personal returns · April 30
84 days
84 days
Precision,
documented.
Precision,
documented.
Bookkeeping, tax and payroll for Canadian owner-managed businesses. Fixed scope, a fixed monthly fee, and every filing date tracked so you are never the one remembering them.
Book a consultation
See our services
Free 20-minute call · No obligation
Free 20-minute call · No obligation
Engagement summary
Engagement summary
Fiscal 2026
Fiscal 2026
Bookkeeping & close
Bookkeeping & close
Monthly
Monthly
GST/HST returns
GST/HST returns
Quarterly
Quarterly
Payroll remittances
Payroll remittances
Bi-weekly
Bi-weekly
Corporate tax — T2
Corporate tax — T2
Annual
Annual
Next action
Next action
April 30
April 30
Registered
Registered
CPA Ontario firm
Focus
Focus
Owner-managed & professional corporations
Systems
Systems
QuickBooks Online · Xero · Dext
Fees
Fees
Fixed, agreed in writing first
Response
Response
Within one business day
Services
Services
Everything a small practice needs.
Nothing it doesn’t.
Everything a small practice needs.
Nothing it doesn’t.
Six engagements, each scoped in writing before it starts — so you know what is included, what it costs, and who is responsible for it.
01 — Monthly
01 — Monthly
Bookkeeping & monthly close
Bookkeeping & monthly close
Reconciled accounts, a proper month-end close, and a plain-English report you will actually read.
02 — Annual
02 — Annual
Corporate tax — T2
Corporate tax — T2
Year-end statements and T2 filing, with planning done before year-end, not after.
03
03 — Annual
Personal tax — T1
Personal tax — T1
T1 returns for owners, families and sole proprietors, filed with every credit and deduction you are entitled to.
T1 returns for owners, families and sole proprietors, filed with every credit and deduction you are entitled to.
04
04 — Quarterly
GST/HST
GST/HST
Registration, filing and CRA correspondence handled on your schedule: monthly, quarterly or annual.
Registration, filing and CRA correspondence handled on your schedule: monthly, quarterly or annual.
05
05 — Bi-weekly
Payroll & remittances
Payroll & remittances
Run-by-run payroll, source deductions and year-end slips, remitted to the CRA on time.
Run-by-run payroll, source deductions and year-end slips, remitted to the CRA on time.
06 — Quarterly
06 — Quarterly
Advisory & forecasting
Advisory & forecasting
Cash-flow forecasts, salary-versus-dividend mix, and the numbers behind the next decision.
Not sure?
Not sure?
Most clients combine bookkeeping, a year-end and payroll.
Tell us your structure and year-end. We will say plainly what is required and what is optional.
Ask on a free call
The engagement
The engagement
You will always know
what happens next.
You will always know
what happens next.
You will always know
what happens next.
Most firms leave clients guessing between January and April. This is the whole process, written down before you sign anything.
Most firms leave clients guessing between January and April. This is the whole process, written down before you sign anything.
01
01
Discovery call
Discovery call
Twenty minutes on your structure, your year-end, and what is currently breaking.
Twenty minutes on your structure, your year-end, and what is currently breaking.
02
02
Fixed quote
Fixed quote
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
03
03
Onboarding
Onboarding
We take over the books, build your filing calendar and sort access within two weeks.
We take over the books, build your filing calendar and sort access within two weeks.
04
04
The cadence
The cadence
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
01
Discovery call
Twenty minutes on your structure, your year-end, and what is currently breaking.
02
Fixed quote
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
03
Onboarding
We take over the books, build your filing calendar and sort access within two weeks.
04
The cadence
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
Filing calendar
Filing calendar
The dates we track
on your behalf.
The dates we track
on your behalf.
The CRA deadlines that affect most Canadian small businesses. Clients get their own calendar, built around their own fiscal year-end.
Filing calendar
Filing calendar
CRA
CRA
T1 personal return
April 30
April 30
T1 self-employed
June 15 · pay Apr 30
June 15 · pay Apr 30
Tax instalments
Mar · Jun · Sep · Dec 15
Mar · Jun · Sep · Dec 15
Common CRA deadlines — general reference
Common CRA deadlines — general reference
Filing
Applies to
Due
T4 & T5 slips
T4 & T5 slips
Employers, payers
Employers, payers
Last day of Feb
Last day of Feb
RRSP contributions
RRSP contributions
Individuals
Individuals
60 days after year-end
60 days after year-end
T1 personal return
T1 personal return
Individuals
Individuals
April 30
April 30
T1 self-employed
T1 self-employed
Self-employed
Self-employed
June 15 · pay Apr 30
June 15 · pay Apr 30
Tax instalments
Tax instalments
Instalment payers
Instalment payers
Mar · Jun · Sep · Dec 15
Mar · Jun · Sep · Dec 15
T2 corporate return
T2 corporate return
Corporations
Corporations
6 months after YE
6 months after YE
Corporate balance due
Corporate balance due
Most corporations
Most corporations
2–3 months after YE
2–3 months after YE
Industries
Industries
Where we do
our best work.
Where we do
our best work.
The bookkeeping is similar everywhere. The judgement calls are not.
All industries
01
Professional corporations
→
→
Medical, dental, legal and consulting practices, including compensation planning.
Medical, dental, legal and consulting practices, including compensation planning.
02
Construction & trades
→
→
Holdbacks, progress billing, subcontractor records and T5018 reporting.
Holdbacks, progress billing, subcontractor records and T5018 reporting.
03
Restaurants & hospitality
→
→
Tip reporting, high-volume reconciliation and tight margin tracking.
Tip reporting, high-volume reconciliation and tight margin tracking.
04
Real estate & property
→
→
Rental portfolios, holding companies, capital-versus-expense decisions.
Rental portfolios, holding companies, capital-versus-expense decisions.
05
Not-for-profit & charities
→
→
T3010 returns, restricted funds and HST rebate claims.
T3010 returns, restricted funds and HST rebate claims.
06
Retail & e-commerce
→
→
Inventory, multi-channel sales and sales tax across provinces.
Inventory, multi-channel sales and sales tax across provinces.
The people
The people
The same person,
every month.
The same person,
every month.
The same person,
every month.
No call centre, no rotating junior staff. The person who scopes your engagement is the person who signs your return.
No call centre, no rotating junior staff. The person who scopes your engagement is the person who signs your return.
CPA, CA · Founding partner
CPA, CA · Founding partner
Partner name
Partner name
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
CPA · Tax
CPA · Tax
Partner name
Partner name
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
Bookkeeping manager
Bookkeeping manager
Manager name
Manager name
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
CPA, CA · Founding partner
Partner name
Years in practice, previous firms, designations and the work they personally handle.
CPA · Tax
Partner name
Years in practice, previous firms, designations and the work they personally handle.
Bookkeeping manager
Manager name
Years in practice, previous firms, designations and the work they personally handle.
“
“
Replace this with a real, approved client quote. One specific sentence about a problem you solved outperforms five general compliments.
Client name · Company · City
Client name · Company · City
Book a consultation
Book a consultation
Twenty minutes.
Then you’ll know where you stand.
Twenty minutes.
Then you’ll know where you stand.
Twenty minutes.
Then you’ll know where you stand.
Bring your year-end date and last statements. You leave with a clear view of what needs to happen and what it costs — whether or not you engage us.
Bring your year-end date and last statements. You leave with a clear view of what needs to happen and what it costs — whether or not you engage us.
Book a consultation
Call the office
Engagement summary
Fiscal 2026
Bookkeeping & close
Monthly
GST/HST returns
Quarterly
Payroll remittances
Bi-weekly
Corporate tax — T2
Annual
Next action
April 30
Filing calendar
CRA
T1 personal return
April 30
T1 self-employed
June 15 · pay Apr 30
Tax instalments
Mar · Jun · Sep · Dec 15
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline