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Compliance webinars

New and old—Know your clients’ choice of workspace in home deduction before they do

In true Canada Revenue Agency (CRA) style, an attempt to simplify the rules around working from home and the associated eligible expenses and tax credits has led to several options from which your clients can choose. Before your clients flood you with questions on whether they should go with option #1, #2, or #3 to claim their workspace in home deductions, join this session. James Rhodes and Rachel Fisch are back once again to review the CRA’s new options and discuss those in context of the existing option. They will also discuss considerations for the employer on both reimbursements and allowances to employees. If you are a Canadian accountant, bookkeeper, or tax preparer, you won’t want to miss this!

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Rachel Fisch, Chief Global Development Officer, High Rock Accounting

Avoiding common mistakes when dealing with the CRA

Increasing the Canada Revenue Agency (CRA) is asking or even demanding information from clients’ bookkeepers and accountants. Do you know what you are, or are not, required to provide to the CRA? Mistakes can result in not only losing your client but being liable to them for damages. In this webinar, we will provide you with a framework to understand what you are legally entitled to provide to the CRA as well as giving tips to help you avoid you or your office inadvertently making mistakes when dealing with the CRA. 

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Melanie Petrunia, Partner, Nijhawan McMillan Petrunia Barristers

Top audit mistakes made on behalf of clients

While your clients are ultimately responsible for the correctness of what they have claimed as revenue and expenses, some Canada Revenue Agency (CRA) audit adjustments are preventable at the bookkeeping and accounting level. In this webinar, we will provide you with our experience of preventable audit mistakes that you can train yourself to identify and save the client from committing before the CRA audits.

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Melanie Petrunia, Partner, Nijhawan McMillan Petrunia Barristers

Federal payroll issues 2020

The Federal level of government has a significant impact on the lives of payroll professionals through the legislation and regulations that they have responsibility for. Nowhere has this been more evident than with what is taking place with the Federal government’s COVID-19 Economic Response Plan. In this session, we’ll focus on updates from the Canada Revenue Agency and Service Canada and what the impact is on payroll currently and in the future. There will also be an opportunity to bring your inquiries and learn what issues are facing payroll practitioners.

Presenter: Steven Van Alstine, Vice-President, Education, Canadian Payroll Association

Provincial payroll issues 2020

The last few years have seen a significant amount of change in many provinces relative to legislation and regulation impacting payroll. This was particularly the case with Employment and Labour Standards in many provinces across the country particularly in British Columbia, Alberta, Ontario and Quebec. Such changes are always an indicator of changes to come in other provinces. In addition many other legislative changes at a provincial level have to be monitored to establish their impacts on administering an organizations payroll. Many provinces had changes as a result of the COVID-19 situation in order to respond to the impacts to business. This session will look in detail at the dynamic legislative changes on a provincial level across the country currently, in the future and their impacts to payroll. Inquiries from attendees will also be addressed on a provincial level.

Presenter: Steven Van Alstine, Vice-President, Education, Canadian Payroll Association

Extreme Tax Overview – WFH Edition

Can you write-off all that toilet paper you stocked up on? Are your pet expenses deductible as a home security system? Whether you are an employer, an employee, or self-employed, one of the hottest tax topics for 2020 will be Business Use of Home expenses. Join Taxation Specialist James Rhodes, and Accounting Industry Specialist Rachel Fisch as they review what you can claim, how you can claim, and documents you need to prepare or keep. They will also cover who owns which responsibilities so you can ensure your employers, employees, or clients are well-prepared for this upcoming tax year.

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Rachel Fisch, Product Evangelist, Sage

Bonuses, gifts, and benefits (oh my!)

Before giving out all those Holiday gifts or planning your holiday party for you and your employees, ensure that you are in compliance with obligations under the Income Tax Act. In this webinar, we will talk about bonuses and gifts given to employees and the required documentation to ensure the deduction is permitted by the CRA. We will also talk about whether any benefit was given to the employees for the Party itself and how you decipher that. If any shareholder/owners get presents or attend the party, do they have a shareholder benefit they have to report? Tune in to find out!

Presenters: James Rhodes, Taxation Lawyers | Rachel Fisch, Fischbooks

Getting your practice ready for tax season

Whether you’re using Sage 50 or Sage Accounting, we’ve got you covered this tax season. Join us in this webinar where we’ll cover both product and tax preparation tips to make life easier the next few months.

Presenters:  Rachel Fisch, Product Evangelist, Accountant Solutions, Sage and Remi Gauthier, Senior Trainer, Sage

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