Prior-Year Filing & Remediation
Past Personal and Corporate Tax Returns
Falling behind often means more than preparing one missing form. Records, notices, corporations, GST/HST, payroll, trusts and foreign-reporting obligations may be connected. Our CPAs help individuals and corporations organize the history, reconstruct the records and prepare the required past filings in a practical sequence.
Situations We Can Assess
A structured approach to connected filing problems
Start with the years, entities and notices involved. We will identify what must be addressed and in what sequence.
One or more unfiled personal T1 income tax and benefit returns.
One or more unfiled corporate T2 returns, including inactive or owner-managed corporations.
Personal and corporate filings that must be reconciled across the same years.
Incomplete bookkeeping, missing records or accounts requiring reconstruction.
Outstanding GST/HST, payroll, trust, estate or foreign-information returns connected to the history.
CRA requests, demands to file, assessments, collections correspondence or other notices.
Unreported income, foreign property or omitted transactions requiring disclosure or legal analysis.
A Careful Route Back to Compliance
Build the filing map before submitting the forms
The objective is not simply to submit forms quickly. We first determine what is missing, what information is reliable, which years and entities are connected, and whether any filing requires special treatment.
This reduces avoidable inconsistencies and helps establish a defensible record of the work completed.
Catch-Up Services
What an accepted engagement may include
Scope depends on the returns, records, CRA activity, jurisdictions and available filing methods.
Filing-history and notice review
Review of known tax years, entities, CRA correspondence, assessments, instalments, balances and authorization status to create a practical filing map.
Bookkeeping and record reconstruction
Organization or reconstruction of available records where needed. Work may be completed by our team or an independent bookkeeping resource based on scope and capacity.
Past personal T1 returns
Preparation and filing of prior-year personal returns for employees, investors, rental-property owners, self-employed individuals, newcomers, emigrants and other accepted situations.
Past corporate T2 returns
Preparation and filing of prior-year corporate returns, including alignment with financial statements, shareholder accounts and owner-manager personal filings where relevant.
Connected compliance filings
Assessment and preparation support for related GST/HST, payroll, trust, estate and Canadian foreign-information returns when included in scope.
Voluntary disclosure assessment
A case-specific review of whether the CRA Voluntary Disclosures Program may be relevant. Relief is discretionary and cannot be guaranteed.
CRA correspondence and specialist referrals
Support with related correspondence and referrals to tax counsel or specialists where legal privilege, litigation, criminal exposure or work outside our scope is involved.
Our Catch-Up Process
Six steps from filing history to follow-through
Introductory call
Tell us which years, entities and notices are involved and what records are currently available.
History review
We identify missing returns, connected accounts, known deadlines, CRA activity and information gaps.
Scope and sequence
We confirm the accepted years, returns, reconstruction work and dependencies before preparation begins.
Record reconstruction
We organize available source documents and rebuild accounting records where this is part of the engagement.
Preparation and CPA review
We prepare the agreed returns, reconcile connected items and review material positions with you.
Filing and follow-through
We file through the available CRA method, provide copies and address agreed follow-up items.
Frequently Asked Questions
Questions about unfiled and prior-year returns
How many unfiled years can you accept?
There is no public preset limit. Acceptance depends on the years involved, condition of the records, CRA activity, filing-method availability, complexity and our current workload. We confirm the scope before work begins.
Can you prepare personal and corporate returns for the same years?
Yes. For owner-managers and private groups, coordinating personal and corporate filings may be important because shareholder activity, compensation and business records can affect both sides.
What if the bookkeeping is incomplete?
We first assess what can be supported from bank statements, invoices, slips, prior returns and other records. Reconstruction may be completed in-house or through referral, depending on workload, complexity and scope.
Can you guarantee penalty or interest relief?
No. The CRA decides whether relief is available. Our role is to assess the facts, explain the available filing or disclosure routes and prepare accepted work accurately and completely.
Can you help if the CRA has already contacted me?
Often, yes. The timing and nature of the CRA contact can affect the available options, so provide the notice or letter for review as early as possible. Legal counsel may be recommended for matters outside CPA scope.
Do I need every document before contacting you?
No. Start with a list of the unfiled years, entities and known CRA notices. We can then identify the records needed to assess fit and define the engagement.
Start With a Clear Filing Map
Organize the years, entities and notices first.
A concise summary of the years, entities and CRA notices involved is enough to begin the fit assessment.
General information only; it does not create a professional-client relationship. Tax outcomes depend on the facts, the law and the written engagement scope.