Review draft· Content and pricing for approval

TAX RETURN

Make year-end feel more manageable.

Charities and nonprofits have different annual filing requirements. We confirm your organization’s status and the forms in scope, then prepare the agreed filings from clean, reconciled books.

POTENTIAL SCOPE

What support can include.

  • Confirming the annual filing forms relevant to your organization
  • Preparing each form itemized in your engagement letter
  • Working from clean, reconciled books and supporting records
  • Reviewing the draft and clarifying questions before client approval

The final deliverables are set out in your engagement agreement.

THE RIGHT FORMS FOR YOUR ORGANIZATION

Annual filings,
clearly defined.

Your engagement itemizes each form.
These are not an automatic bundle.

T3010

Registered charities

Registered Charity Information Return preparation, with the applicable schedules identified in your engagement.

CRA guidance

T2

Incorporated nonprofits

Corporation Income Tax Return preparation for incorporated NPOs, with the relevant schedules scoped to your organization.

CRA guidance

T1044

Where required

Non-Profit Organization Information Return preparation where the filing requirements apply.

CRA guidance

T4 and T4A slips and summaries are payroll or payment reporting. They are scoped separately from your organization’s annual returns.

SCOPE & PRICING

No surprises.
Start with a clear agreement.

Prepared from clean, reconciled books. Every included form, schedule and submission responsibility is itemized in your engagement letter. Additional cleanup or filings are quoted before work begins. Audit, review and assurance engagements are excluded.

View proposed pricing

ALSO EXPLORE

A CLEAR NEXT STEP

Make more room for your mission.

Let’s start with your organization, your priorities and the support you need.

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