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Who we help · Kitchen & Bath Renovators · Tax planning

Renovator tax planning that starts before the punch list closes the year.

A renovation company's taxable year is written by its punch lists: profit lands when stages are signed off, so the same twelve months can hold two heavy quarters and a dead one. Planning for that shape means a fiscal year-end placed after the completion rush, an owner-pay mix set while the year can still move, and capital, the vans, the showroom, the display kitchens, claimed in the right CCA class. None of it works retroactively, which is why we plan quarterly rather than at filing time.

Renovation crew installing a kitchen

Pick a year-end the punch list can respect

A corporation chooses its first fiscal year-end, and for a renovation firm that choice is worth real money in predictability. Land the year-end in the middle of your completion crunch and every year closes with half-finished stages, judgement calls on what was signed off, and a tax bill that swings with a single project's schedule. Land it after the rush, when projects are closed and counted, and the year-end becomes arithmetic instead of argument. GTA firms that push hard to finish before the holidays usually want a year-end sitting well clear of December.

Timing works inside the year too. The final stage of a project is income when it is signed off, so a punch list genuinely completed in the first week of the new fiscal year belongs there, not in the old one. That is not a trick; it is the accounting following the work. What we will not do is paper a finished project as unfinished, and a renovator who keeps clean stage records never needs to.

The same project schedule drives the tax reserve. Every punch list signed adds a knowable slice of corporate tax to the year, so we hold back a percentage of each closed project's margin into a tax reserve as it closes. A completion-heavy autumn then funds its own tax bill, instead of borrowing from next spring's deposits to pay for last year's profit.

Owner pay in a design-and-build household

Many kitchen and bath firms are run by a couple: one sells and designs, one runs the sites. When both genuinely work in the business, the planning space opens up. Salary to either spouse is deductible to the company and builds RRSP room and CPP; dividends flex between lumpy years and can be declared when a completion-heavy year calls for them. TOSI is the fence: dividends to a family member who does not really work in the business are taxed at top rates, but someone averaging 20 hours a week in the year, or who did in any five earlier years, sits inside the excluded-business carve-out. The selections meetings, the design files and the showroom calendar are the evidence. We set the mix before the fiscal year closes, because after that it is history, not planning.

Where renovator capital lands in the CCA schedule

A design-build firm carries more capital than it thinks, and each piece depreciates on its own schedule:

AssetCCA treatment
Crew vans and pickupsClass 10 at 30% declining balance
Display kitchens and bath vignettes in the showroomClass 8 at 20%; capital assets, not project cost
Showroom leasehold fit-outClass 13, straight-line over the lease term
Design workstations and laptopsClass 50 at 55%
Small tools under $500Deducted in full in the year

Two habits matter more than the percentages. First, an asset earns CCA only once it is available for use, so a display ordered in March but installed after year-end claims nothing this year. Second, display kitchens bought from your own suppliers have a way of getting coded into project costs, which both misstates per-project margins and books a capital asset as an expense; we keep the showroom on the balance sheet where it belongs, depreciating on its own line.

Elections and traps, settled on purpose

The HST quick method looks tempting and almost never suits a renovator: it is capped at $400,000 of annual taxable revenue, and it surrenders input tax credits on materials, keeping them only for capital purchases. A firm buying cabinets, stone and fixtures gives up far more in credits than the reduced remittance rate returns, so we run the arithmetic before anyone elects anything.

The sharper trap is the project done on your own account. Buy a property, renovate it and sell, and the profit is business income, fully taxable; sell within 365 days of buying and the residential anti-flipping rule deems it business income with no principal-residence claim, outside a short list of life-event exceptions. Whether that project belongs in the company or in personal hands changes which return takes the hit, and it is a question for Tax Planning and Advisory before the offer goes in, not for personal tax filing after the closing.

We run these conversations quarterly against your project schedule, so the year still has room to move when we meet, and the T2 simply records decisions already made. Scope and fee come in writing once a free 15-minute discovery call confirms the fit.

Common questions

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Which fiscal year-end should a renovation company pick?

One that lands after your completion rush, so the year closes on finished projects instead of half-signed-off stages. The first year-end is your choice within 53 weeks of incorporating, and changing it later needs CRA approval, so it is worth deciding deliberately.

Can dividends to my spouse survive TOSI?

Yes, when the spouse genuinely works in the business. Averaging 20 hours a week in the year, or having done so in any five previous years, places them in the excluded-business carve-out; design files, selections meetings and the showroom schedule are the proof.

Is the HST quick method worth it for a renovator?

Almost never. It is limited to $400,000 of annual taxable revenue and gives up input tax credits on materials, which is where a renovation firm's HST recovery lives. We check the numbers case by case, but full ITC tracking usually wins.

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