Recently we helped our clients in dealing with filing tax returns for last year. Since I am not yet experienced as my partner, I usually transform what I have calculated in EXCEL into Taxation software directly.
But my partner usually points out where the numbers could be transformed/translate into a different way, resulting in saving clients a little within CRA's criteria. Such as balance income between partner and couple, by the means of admin and management service fee. This is reasonable, for the case of our client, himself as a self-employed, spent a lot of time dealing with accepting orders and development. His wife then helped him a lot in scanning the payment and invoices.
Glad that I had this chance to be trained. I hope in the future, I would able to build up more in-depth analysis, and help our clients for tax planning ahead.
