Bookkeeping and records
Explore the firm's bookkeeping path if you are organizing revenue, costs, payroll or regular reporting records.
For technology businesses
Accounting and tax questions for technology businesses
Software products, service contracts and changing teams can create different accounting questions as a business grows. Start with the records you have and the decisions ahead. The service paths below can help you prepare for a conversation about your circumstances.
Request a consultationRecords and questions to bring
These are discussion prompts. The relevant records depend on your activities and stage of growth.
- How customers are billed: subscriptions, licences, projects or other arrangements
- Invoices, payment dates, refunds and amounts still owing
- Development and operating costs, with available supporting records
- Employee and contractor arrangements, including where work takes place
- Ownership, existing registrations and any planned business changes
- Research project records, equity awards or grant agreements, if relevant
Explore a related service area
Corporate tax and business changes
For an incorporated business, these existing pages are starting points for corporate tax and filing questions. Bring the facts of any planned change.
Activity across borders
If customers, staff or contractors are in more than one country, bring the relevant agreements and locations to a case-specific discussion.
Research and development questions
For SR&ED questions, use the CRA's current guidance and the firm's existing topic page as background for a case-specific discussion.
Discuss your next step
Tell the firm about your business, your records and the decision you are facing. Include stock option, grant or international payroll questions if they are part of your situation.
Request a consultation