Contact
Canadian Sales Tax Recovery
We offer specialized sales tax recovery services on a success-fee basis for select businesses. Our engagements focus on reviewing your business transactions to identify opportunities for recovering overpaid or incorrectly applied sales taxes. These opportunities may arise from various factors, including:
• Bad debts
• Incorrect application of sales tax on transactions
• Availability of provincial sales tax exemptions or rebates
• Missed input tax credits (ITCs) or input tax refunds (ITRs)
• Optimization of ITCs or ITRs for businesses making both taxable and exempt supplies (e.g., opticians)
Our Approach
Our structured process ensures thorough analysis and effective recovery:
• Free Discovery Call: An initial consultation to assess whether a recovery engagement is viable.
• Engagement Letter: Formalizing the terms of our engagement.
• In-Depth Business Review: A two-hour call to understand your business operations and IT systems used for transaction recording.
• Data Collection: Requesting relevant information for our analysis.
• Preliminary Report: Preparing a detailed report with supporting documents outlining identified recovery opportunities.
• Client Discussion: Reviewing the preliminary report with you during a dedicated call and finalizing the recoveries.
• Filing Assistance: Supporting you with the necessary filings to claim identified recoveries.
• Defense Against Challenges: Defending the recovery claims up to the appeals division stage if challenged by tax authorities.
FAQ
Sales tax recovery is a time-intensive process. As our fees are contingent on success, we carefully select engagements to ensure the best use of both our time and yours.
If the tax authorities challenge the recovery, we provide free preparation and filing of a notice of objection up to the appeals division stage. While we are not tax lawyers and do not offer services for tax court proceedings, we can refer you to trusted tax lawyers if the matter escalates.
Our fees are based on an agreed percentage of the recoveries awarded by the tax authorities, ensuring alignment with your success.