Year-end, handled in five short emails

What the five emails cover

1. Get the paper together. The year-end document checklist, and why one complete pass beats four partial ones.
2. The moves that only work before year-end. The 15 year-end tax moves (PDF) — which ones close forever the day your fiscal year does.
3. Decide how you pay yourself. Bonus or dividend at year-end, with the salary-vs-dividends calculator to run your own numbers.
4. The cleanup nobody enjoys. The shareholder loan tracker and the vehicle log — the two records that cause the most year-end pain when they don’t exist.
5. The clocks that start ticking at year-end. When the T2 and the balance owing are due, on the CRA deadlines page — and how to make the dates someone else’s job to watch.

Lesson 1 arrives immediately and automatically; the remaining four are sent by the firm over the following two weeks. Your address is used for this course and nothing else — the privacy policy applies. Unsubscribe by replying “stop” to any lesson.

Why five emails and not one long page

Because year-end is not one task — it is five, and they happen in order. Documents come before decisions; the pay-yourself decision comes before the books close; the cleanup has to be done before the T2 can be honest about it. One long page gets bookmarked for later. Five emails, arriving in the order the work actually happens, get done. The material itself stays free and ungated either way — the course is a pace, not a paywall.

Who it’s for

Incorporated owner-managers and contractors handling their own year-end, or wanting to arrive at their accountant’s desk with everything ready. If the firm already handles your year-end, you don’t need the course — this is what the engagement covers, tracked for you.

General information, not tax advice. Every corporation’s year-end differs — confirm anything that affects a decision on a free consult.