How healthy are your business taxes?
Nine questions, about two minutes. See the return you file, when it’s due and what to fix first. Free, nothing to sign up for.
1Where is your business?
2What kind of business is it?
3Do you keep a separate bank account for the business?
4How current are your books?
5Are all your past years' returns filed?
6Do you pay tax during the year?
Quarterly estimated tax in the US, instalments in Canada.
7If you pay contractors, do they get their year-end slips?
1099-NEC in the US. T4A or T5018 in Canada.
8How do you keep receipts?
9Do you know when your next return is due?
What the checkup looks at
Your return and its due date
Which return your business files for the 2025 tax year, from Schedule C to the T2, and the date it's due.
Clean money trail
A separate business account and a receipt for every expense are what make deductions easy to prove.
Books that are current
Books reconciled every month mean tax time is a review, not a rebuild.
Nothing left unfiled
Unfiled past years and missing contractor slips are the gaps that cost the most if they're left.
Tax paid on time
Quarterly estimates or CRA instalments, when you owe them, keep penalties away.
Questions
Yes. There's nothing to sign up for, and your answers stay in your browser.
It's a general checkup of common gaps, not advice for your situation. Our team looks at the details when you sign up.
Everything tax for the year is $399, each unfiled past year is $399, and bookkeeping is $20 a month.