Frequently asked questions

Four packages, each a fixed price every month: Essential $295 (up to 50 transactions and 2 accounts), Business $495 (up to 150 transactions and 4 accounts), Business Plus $795 (up to 300 transactions and 6 accounts), Operations $1,195 (up to 600 transactions and 8 accounts).

Past your package, it's $50 for each 25 more transactions and $40 for each more account. We move you to a bigger package when that costs less, so the price climbs in small steps and never jumps. A package changes only after two month-ends in a row over its capacity, and only if you agree. One busy month never changes it.

Monthly plans have a 3-month minimum commitment.

It's part of your monthly package. Annual GST filing is in every package. Filing more often, and BC PST, are added by how often you file, and Business Plus and Operations include both. Your estimate shows each charge as its own line.

Yes, if your books live in Tallyforth's own software, which is included in every monthly package. If you'd rather keep QuickBooks Online or Xero, we work in it for $100 a month, and you pay that subscription yourself on top. New clients are set up on Tallyforth.

Onboarding is free when your books are up to date and closed through last month. That holds whether you move to Tallyforth's software or stay on QuickBooks Online or Xero. If your books aren't in order, clean-up is priced from the work, as one fixed price you see before we start. If they need a look first, a $225 records assessment counts what's there and is credited to the work.

You forward bills to a Tallyforth email address. Bills you pay yourself cost nothing: we attach each one to its payment. We can track them as they arrive for $5 a bill. Or we schedule the payments through Plooto for your approval: $100 a month, $0.75 a payment and $5 a bill, with Plooto's own subscription and payment fees inside our price. Nothing is paid until you approve it. Paying a bill by credit card adds Plooto's card fee, 2.9%, passed on as charged.

From $91 a month, added to your package: a base set by how often you pay people, plus a charge for each person that gets smaller as your team grows. The people you pay are billed on your actual count each month. Software, remittances, WorkSafeBC reporting, and T4s are included; Records of Employment and off-cycle runs are billed only when they happen.

It's priced from the work: the statement lines, accounts, and months to reconcile, close, and match. You see one fixed price before we start, and a month or two behind is priced in your estimate. If your books need a look first, a $225 records assessment counts what's there and is credited to the work.

It's included in every monthly package, for the months we keep. If someone else keeps your books, it starts with a $225 records assessment, credited to the work, and a year already reconciled each month comes to $800 with one account and $875 with two.

No. Email or call as often as you need. It's part of every package and never billed separately.

No. The calculator gives one estimated figure based on your answers and a few standard assumptions. We confirm it from three months of your bank and card statements before you sign, and final pricing is set out in a signed engagement letter.

Pay runs go out by direct deposit from your business account once you approve them. We handle the calculations, remittances, records, and filings around them.

Yes. Contractor payments are tracked separately, with T4A slips prepared where they're required. If a worker's status is unclear we'll flag it — employee vs. contractor classification has real CRA consequences.

Payroll software is included in your plan, with direct deposit and an employee self-service portal. If you already run payroll somewhere else, we'll talk through the switch during onboarding.

Every corporation reports its balance sheet and income statement to CRA as part of the T2, in CRA's GIFI format. Whether you also need formal financial statements depends on who's asking — lenders, landlords, and investors often do, and those come from your CPA.

No. Send your records as early as you can: the T2 isn't due until six months after year end, but any tax owing is due sooner.

The T2 is the corporate income tax return filed with CRA. Financial statements are a formal presentation of your balance sheet and income statement, often requested by lenders, landlords, or investors. Your T2 includes your financial information in GIFI format either way.

Estimate requests pass through our website host, Cloudflare, and are stored in Google Sheets and delivered to our team through Gmail, on Google's servers, which may be outside Canada. If you ask for the estimate by email, it reaches you through Gmail too. Our privacy notice explains what we collect, why, and how to reach us.