Year-end filing without hunting for a separate CPA

We close your books for the year and package everything a CPA needs. One of our contracted, independently licensed CPA partners then prepares your year-end financial statements and files your T2 corporate return. You get one invoice and one team to talk to.

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From $1,200/year

What's included

  • Year-end adjusting entries and a final reconciliation of every account
  • Working papers packaged for our CPA partner
  • Year-end financial statements, prepared by our CPA partner
  • T2 corporate income tax return, prepared and filed by our CPA partner

The details

Key deadlines

A corporation's T2 return is due six months after its fiscal year end. Any balance owing is usually due sooner — two months after year end, or three months for many Canadian-controlled private corporations claiming the small business deduction.

BC companies also file an annual report with BC Registries each year, separate from their tax return.

Why a rush premium exists

Year-end pricing starts at $1,200. If your fiscal year end is less than 60 days away when you sign up, a rush premium applies, because the same work has to fit into a much shorter window.

Who does what

Tallyforth is a bookkeeping firm, not a CPA firm. Corporate tax returns and any compilation, review, or audit work are performed by independently licensed CPAs we contract with. We coordinate the whole process, so you don't have to.

Common questions

Do I need year-end financial statements?

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.

My fiscal year end is next month. Is it too late?

No, but expect the rush premium, and send records early. The T2 isn't due until six months after year end, but any tax owing is due sooner.

Real numbers, not "we'll get back to you."

Answer a few questions and see your monthly, one-time, and year-end pricing on the spot.

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