Tax Resources & Knowledge Base

We've put together some actual useful stuff here - no fluff, just resources that'll help you navigate Canadian tax requirements without losing your mind. Most of this comes from questions we get asked constantly.

SR&ED Credits: What Actually Qualifies
Startups

Updated: Nov 2025

Look, SR&ED isn't just for lab coats and test tubes anymore. If you're developing new tech or improving processes, there's probably money on the table. I've seen startups miss out on 30-40% of their R&D costs because they thought they didn't qualify.

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GST/HST Registration Thresholds for 2025
GST/HST

Updated: Oct 2025

Hit $30k in revenue over any four consecutive quarters? Congrats, you need to register. Voluntary registration can actually save you money if you've got big expenses early on - we've helped clients recover thousands in input tax credits.

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Contractor vs. Employee: Getting It Right
Payroll

Updated: Sept 2025

CRA's been cracking down on misclassification lately. It's not just about what you call someone - they look at control, tools, chance of profit, and integration. Getting this wrong can cost you years of back premiums plus penalties.

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Small Business Deduction: Maximizing Your Rate
Corporate Tax

Updated: Nov 2025

First $500k of active business income gets taxed at around 11% in BC instead of the full 27%. But there's passive income rules, associated corporation issues, and a bunch of traps. Let me walk you through what we see work.

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Stock Options & ESOP Tax Treatment
Startups

Updated: Aug 2025

Stock option deduction rules changed a while back, and honestly they're kinda messy now. There's a $200k annual limit on the good treatment, and you gotta watch timing on exercises. We've seen founders pay way more tax than they should've.

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Digital Services Tax & Platform Economy Rules
GST/HST

Updated: Oct 2025

Selling SaaS or digital products? The place-of-supply rules can get weird fast. You might need to charge GST/HST even if your customers are outside Canada. Plus there's the whole digital services tax thing if you're big enough.

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T2 Filing Deadlines & What Happens When You're Late
Corporate Tax

Updated: Sept 2025

Six months after year-end for filing, two months for payment. Miss the payment deadline and you're looking at prescribed interest rates that aren't exactly favorable. We help clients avoid the 5% penalty plus 1% per month thing.

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Lifetime Capital Gains Exemption for Tech Exits
Startups

Updated: Nov 2025

Planning an exit? LCGE can shelter over $1 million in gains if you've structured things right. But you need qualifying small business corp shares, gotta meet the 24-month test, and watch your asset mix. This is where good planning pays off big time.

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Downloadable Tax Guides

2025 Tax Deadline Calendar

Every important CRA deadline for tech companies in one place. Print it, stick it on your wall, never miss another remittance.

PDF • 420 KB Download
Startup Tax Deduction Checklist

Comprehensive list of what you can actually write off. We've included the weird stuff that CRA allows but nobody knows about.

PDF • 385 KB Download
GST/HST Quick Reference

When to charge what, where, and how. Includes provincial breakdowns and the tricky interprovincial stuff.

XLSX • 156 KB Download
Corporate Structure Planning Guide

Holdco? Opco? Multiple corps? When each structure makes sense and what the tax implications are.

PDF • 892 KB Download
Payroll Remittance Requirements

Monthly, quarterly, or accelerated? Depends on your remittance amounts. Here's how it all works without the CRA jargon.

PDF • 312 KB Download
Year-End Tax Planning Worksheet

Run through this before December 31st. Income splitting, asset purchases, bonus timing - all the moves that can save you money.

XLSX • 245 KB Download
Upcoming CRA Deadlines
Dec 15, 2025

Payroll Remittance (Monthly)

Payroll
27 days
Dec 31, 2025

GST/HST Filing (Annual)

GST/HST
43 days
Jan 15, 2026

Payroll Remittance (Monthly)

Payroll
58 days
Jan 31, 2026

GST/HST Filing (Quarterly)

GST/HST
74 days
Feb 28, 2026

T4/T4A Slips Distribution

Payroll
102 days
Mar 2, 2026

T4 Summary Filing

Corporate
104 days
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