Business and Indirect Tax Advisory

Service Overview

For Canadian businesses, sales tax compliance is a moving target. With varying provincial rates, complex “place of supply” rules, and frequent legislative updates, managing GST/HST and QST can be a significant administrative burden.

SAN Financial Advisors makes it simple.

Our indirect tax services help you stay compliant with CRA and Revenu Québec, avoid unexpected liabilities, and keep more of what you earn. Whether you are expanding into new markets, selling online, or looking to maximize your tax recovery, our team provides the clarity and confidence you need.

Accurate. Reliable. Hassle-free. We take care of the tax details so you can focus on growing your business.

CORE SERVICES

We provide a comprehensive suite of indirect and direct tax services designed to keep your business compliant, optimized, and tax efficient across Canada and Quebec. Your essential foundation for accurate tax compliance and informed decision making.

♦ Sales Tax Filing and Reporting

Reliable, accurate, and timely GST/HST/QST filings that protect your business from penalties and ensure full compliance. What we handle:

• Monthly, quarterly, and annual GST/HST/QST return preparation and filing.
• Review and reconciliation of Input Tax Credits (ITCs).
• Multi province GST/HST filing support.
• Correction of prior period filings and late filing assistance.
• Filing of GST/HST adjustments and amendments.

♦ GST/HST Compliance Review

A proactive review to identify errors, improve controls, and ensure your tax processes meet regulatory expectations. Our review covers:

• Review of indirect tax processes and internal controls.
• Perform a detailed review of transactions and assess taxability.
• Analysis of cross-border and inter provincial tax treatment.
• Identification of overpayments or unreported liabilities.
• Review of tax documentation and record keeping practices.

♦ Strategic Tax Advisory Services

Strategic guidance to support growth, minimize risk, and ensure tax efficient business decisions. We provide guidance on:

• GST/HST and QST registration guidance.
• Place of supply and tax rate application analysis.
• Strategic tax analysis for new business activities and restructurings.
• Structuring business operations through corporate tax planning to minimize the overall tax footprint.
• Specialized advice on the tax-efficient structuring of commercial transactions.

SPECIALIZED SERVICES

Advanced solutions tailored to complex transactions, industries, and business models.

♦ Indirect Tax Recovery and Optimization

Unlock hidden savings and improve the tax efficiency of your operations. Optimization areas include:

• ITC/QST refund analysis to recover missed credits.
• Identification of tax saving opportunities across operations.
• Contract reviews for optimized indirect tax treatment.
• Review of self-assessment requirements to prevent penalties.

♦ Cross-Border and International Indirect Tax

Stay compliant when doing business across provincial or international borders. Our support includes:

• GST/HST rules for importing and exporting goods and services.
• Tax obligations for non-resident businesses operating in Canada.
• Review of reverse charge and self-assessment requirements.

♦ Industry Specific Indirect Tax Services

Tailored expertise for sectors with unique tax rules, exemptions, or complexities. Industry solutions include:

• Indirect tax considerations for financial services and insurance.
• Professional services tax treatment analysis.
• GST/HST optimization for manufacturing and production workflows.

Why Choose SAN Financial Advisors?

• Risk Mitigation: We identify potential tax exposures before they become liabilities.

• Integrated Financial View: We look at your sales tax in the context of your full financial picture—Accounting, Bookkeeping, and Corporate Tax.

• National Sales Tax Expertise: Proven proficiency in GST/HST and QST compliance, managing the dual-filing complexities of the Quebec market alongside provincial HST requirements.

• Efficient & Digital-First: We use modern accounting technology to make data collection and filing seamless for our clients.