Resources

Become a Client

We look forward to getting to know you and your business.
Everything you need for easy onboarding is provided below.

1.

Take the first step

We welcome new clients. Reach out to ask questions and identify services.

Discovery Call Contact Us

2.

Get a Proposal

We will create a proposal tailored specifically to you.

Register for our Client Portal. Upload the Client Information Form and any requested information to our Client Portal.

3.

Accept Services

Sign the engagement letter digitally using DocuSign via our Client Portal.

With a signed engagement letter, you are now a client.

4.

Start Connecting

Use our communication portals at your convenience.

Transfer documents using the Client Portal.

Schedule a Meeting using the Meeting Portal.

Stay updated with our Newsletter.

Let us take care of the rest

Feel at ease knowing that your time is free to focus on what you love while moving more quickly towards your goals.

Newsletter Sign-up

From annual reminders to exiting industry news, our newsletter helps to keep you informed.

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FAQs

Have questions? We’ve got answers.

What is cloud-based accounting?

Rather than keep paper files in a filing cabinet, all files are stored in a secure online server called the "cloud".

What are the benefits of cloud-based accounting?

Clients have on-line access to files the moment that are complete. Wherever you are located, cloud accounting technology technology enables us to provide you with timely financial reporting and business intelligence much faster than the traditional industry, with superior information quality.

How secure is cloud-based accounting?

Extremely secure. AMJ Hunter CPA Ltd. uses the same security software that major financial institutions and banks use for things like you online banking. Files are made accessible to clients using double-encrypted software. Only you and AMJ Hunter CPA Ltd. have access to your files.

Why do I need to sign an engagement letter?

An engagement letter outlines the obligations of both parties and is treated as a . The engagement letter must be signed by authorized representatives of both parties before it is considered to be a legally binding arrangement

How do I authorize a CRA representative?

The CRA is a Canadian federal agency that administers tax laws for the Government of Canada and for most provinces and territories. It also oversees the registration of charities in Canada and delivers both social and economic benefits, as well as incentive programs through the tax system. The CRA is responsible for reviewing tax returns and collecting taxes owing.

The Canada Revenue Agency has recently introduced a new, two-step verification process for clients to authorize a representative (or accountant) using their ‘Represent a Client’ service more efficient and secure. The new process makes it easier for clients to confirm who has access to their personal and tax information, helping them play an active role in protecting their information.

The first step in authorizing a CRA representative is to register for My Account and My Business Account.

The CRA has created two step-by-step videos that walk through the process of registering:
· How to Register for My Account
‍· How to Register for My Business Account

Once registered, please enable email notifications so you are notified when you receive a new authorization request. To find out more about how to enable email notifications, please select instructions for individuals or businesses.

Please notify our office once registration is complete and email notifications are enabled.

Where do I find my CRA profile and account balances?

The CRA 'My Account' profile allows you to track your personal tax and benefit information, view or change your tax return, view your RRSP limit, change your address and much more.

The CRA 'My Business Account' profile allows you to access company GST/HST, payroll, corporate income taxes, and much more.

To sign in or register for an online profile go to the Government of Canada E-services . Registration for a new profile may take a few weeks. Once the registration process is complete, a CRA security code will be mailed to you. This security code can be entered during the 'My Account' or 'My Business Account' registration process to access your online profile.

What are my client responsibilities?

Accountants prepare your services, including tax returns, based on the information you provide. Your accountant only knows what you tell them. It is important to update your accountant of any financial changes have occurred over the taxation year prior to filing taxes, such as change of marital status, loss of employment, or sale of assets.

If the accountant is providing services to an incorporated company, the accountant will require a director of the corporation to sign a management representation letter prior to filing the corporate tax return with the CRA. By signing the management representation letter, the director agrees that nothing is present in the financial statements that they know to be false or misleading.

What happens if I over-contribute to my RRSP?

Over-contributing to you RRSP account can be costly. RRSP contributions that exceed your allowable RRSP threshold are subject to a 1% per month tax. Before you invest in an RRSP, check the balance on your CRA Notice of Assessment, or call us to confirm your RRSP balance.

How much will I receive in CPP payments when I retire?

All individuals receiving wages, and under the age of 65, must contribute to the Canada Pension Plan (CPP) based on pensionable earnings. CPP contributions are not a tax – they are an investment into your pension plan. The more you contribute to CPP over your working life, the larger the pension amount you will receive when you retire. The amount of your CPP retirement pension depends on (1) the age you decide to start drawing upon your pension, (2) the amount and length of time you contributed to CPP, and (3) your average earnings during your working life. If you do not contribute to CPP, you won’t receive CPP payments when you reach age 65.

In 2021, the maximum monthly pension of a new recipient at age 65 was $1,200. The average amount in June 2021 was $620. This amount increases with inflation each year.

Corporation vs. proprietorship, what's the difference?

A corporation is a separate legal entity that is recognized as a taxpayer under law. If a company is incorporated, it has ‘Articles of Incorporation.’ To incorporate a business, you need to register for a business number and can also register a trade name.

A proprietorship is an unincorporated business with a single owner who pays tax personally on profits earned from the business. As a sole proprietor, an individual can operate a business, register for a business number, and register a trade name. You do not need to incorporate to register for a business number or a trade name.

Set your new business up for success

Whether you are a new sole proprietor or operating a new incorporated company, you will need to set the foundation for a successful business. As your business partner, AMJ Hunter CPA Ltd can develop a corporate service package tailored to your budget, needs, and stage of development. Our services grow with your company.

Resources

Helpful Tools

Online Forms

CRA Links

Helpful Links

Training

Become a Client

1.

Take the first step

2.

Get a Proposal

3.

Accept Services

4.

Start Connecting

Let us take care of the rest

FAQs

Payment Options

E-transfer

Credit Card

Cheque

Direct Deposit

Still have questions?

Disclaimer

Resources

Helpful Tools

Online Forms

CRA Links

Helpful Links

Training

Become a Client

1.

Take the first step

2.

Get a Proposal

3.

Accept Services

4.

Start Connecting

Let us take care of the rest

Newsletter Sign-up

FAQs

Payment Options

E-transfer

Credit Card

Cheque

Direct Deposit

Still have questions?

Disclaimer

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