Do you file the return with the CRA?

No. Salt prepares returns and organises the supporting data, and filing and sign-off stay with the client or their CPA. On this engagement select returns were prepared directly where that was appropriate, and for the rest the finalised data went straight to the client's CPA to file.

Can you deal with the CRA on our behalf?

No. Salt does not represent clients before a tax authority in any market. Representation, filing and responsibility for any position taken on the return stay with the client's own CPA.

Can the same team handle my personal return and my business return?

Yes. This engagement moved between personal and small-business tax contexts inside a single filing season, across a group of Canadian salaried individuals and small businesses, without dropping accuracy on either.

How late in the filing season can we start?

Later is possible, but it costs you the review passes. Timelines on this engagement were tight, and data had to be finalised and handed off quickly to keep each client's CPA on schedule, which left little room for a second pass. The earlier the source records arrive, the more of the file gets checked twice.

What software do you prepare Canadian returns in?

Taxtron, on this engagement. Where the client's CPA does the filing, the deliverable is not a return at all but finalised, organised supporting data handed directly to that accountant.

Is tax preparation support the same as tax advice?

No. Preparation support is the work of assembling, organising and checking the numbers and the documentation. Advice on a filing position, and responsibility for it, sits with the client's CPA; Salt is a finance operations provider, not a licensed practice.

Mixed — individuals and small business · 🇨🇦 Canada

A filing season that had to move between personal and business returns

A group of Canadian individuals and small businesses needed returns prepared, or their supporting data organised and handed to their CPA, inside a tight filing window.

Discuss a similar engagement

Canadian salaried individuals and small businesses. Client identity withheld — we publish names only with written permission, so this engagement is described by its shape rather than by who it was.

Engagement: Tax return preparation support
Software: Taxtron
Jurisdiction: Canada
Sector: Mixed — individuals and small business

The situation

A small group of Canadian individuals and small businesses needed their tax returns prepared, or their supporting data organised ahead of filing.

What we did

Prepared select tax returns directly where that was appropriate.
For the remainder, organised and finalised supporting data, then handed it directly to the client's CPA for filing and annual audit.

Why we were the right fit

These clients needed someone who could move between personal and small-business tax contexts inside the same filing season without dropping accuracy on either.

The outcome

A smoother, faster filing season with organised, review-ready data.
In several cases, direct return preparation support rather than handoff alone.

What we'd flag

Filing-season timelines were tight. Data had to be finalised and handed off quickly and accurately to keep each client's CPA on schedule, which left little room for a second pass.

Answers

A filing season that had to move between personal and business returns

Where this applies

Tax PreparationService All services in CanadaASPE / IFRS More case studies7 anonymised engagements

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