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Who we help · Psychotherapists · Tax planning

Therapist tax planning: the room, the split, the slow months.

Most planning questions in a therapy practice reduce to three: whether to rent a room or give up a percentage, how to keep an uneven caseload from producing tax surprises, and when the practice has outgrown a T2125. The answers are arithmetic, not philosophy, and the arithmetic changed in June 2024, because HST you once recovered on rent is now a cost.

Therapist in session with a client

Room rent or a percentage split

Fixed rent wins when your caseload is full; a split wins when it is not. That is the whole principle. Rent is leverage, cheap per session at capacity and painful in a slump, while a split scales down with revenue and quietly becomes your largest expense the moment you are busy.

Put numbers on your own version before signing anything. Suppose sessions run $170 and a clinic keeps 30%: that is $51 per session, so a $700-a-month room costs the same as roughly fourteen split sessions. Past fourteen sessions a month, the room is cheaper, before counting what the clinic bundles in, which is the honest counterweight: reception, intake referrals, a waiting room, sometimes your software seat.

QuestionRented roomAssociate split
Cost shapeFixed monthly rentPercentage of every fee
Slow monthRent still dueCost falls with revenue
Full caseloadCheapest per sessionMost expensive per session
HST since June 202413% on rent, unrecoverableDepends how the contract is written
Usually includedFour walls and a leaseIntake flow, admin, reception

The HST hiding in how the split is papered

Two contracts with identical 70/30 economics can carry different tax since the exemption. If the clinic bills clients and pays out your 70%, you are supplying a psychotherapy service rendered to individuals: exempt, with no HST anywhere in the chain. If instead you bill clients and the clinic charges you a 30% facility-and-admin fee, the clinic is supplying you administration, which is taxable. That is 13% on the fee you can no longer recover, and revenue that counts toward the clinic's own $30,000 registration threshold.

Read the agreement before you sign it, and if you run the clinic, get the paper right before the CRA reads it for you. This is exactly the kind of question our Tax Planning & Advisory engagements settle in writing, with the contract in front of us.

Smoothing a caseload that breathes

Practice income moves with the school year: intake tends to surge in fall and after New Year, and thin out through summer, while your costs stay flat. Three mechanics keep the swings out of your tax life:

  • A fixed set-aside. Move a constant percentage of every deposit into a separate tax account. The percentage comes from last year's return, not a guess, and it does not flex in July.
  • Instalments before the CRA asks. Once net tax owing passes $3,000 in the current year and either of the two before it, quarterly instalments are expected in March, June, September and December. Missing them costs interest; planning them is free.
  • Both halves of CPP. Self-employment means you pay the employee and employer portions on net income. It is the line new practitioners forget, and it is why the first full-caseload tax bill stings.

RRSP room gets sized after the year is known, using the 60 days after year-end, and a TFSA holds the float in strong months. None of this is exotic; it just has to actually happen, every year, which is what an annual planning cadence is for.

Deductions that survive a second look

The reliable list: supervision you pay for, which is a requirement of practice, CPD and workshops, CRPO registration and professional liability insurance, directory listings such as Psychology Today, advertising, the home-office share for telehealth days, and CCA on furnishing a rented room, with the HST you cannot recover forming part of the cost. The lines that do not hold: your own personal therapy is generally a personal expense, and the commute to your rented room is not deductible travel. Claiming the strong list fully matters more than stretching the weak one.

When the plan points somewhere bigger

Two findings change the conversation. A surplus you keep failing to spend, year after year, raises the professional-corporation question: a deferral at roughly 12.2% on the first $500,000 instead of your marginal rate, with real strings attached, and math we run honestly rather than by default. And a first associate turns planning into practice economics, where splits, rooms and hiring decisions need their own model. Both are decisions before they are filings, which is the point of the brand: your accountant files your taxes; we help you decide. Planning engagements start with a free 15-minute discovery call and a fixed written quote.

Common questions

03
Do I have to pay tax instalments as a self-employed therapist?

Once your net tax owing passes $3,000 in the current year and in either of the two previous years, the CRA expects quarterly instalments. We calculate them from your actual caseload so the payments track reality, not last year's high-water mark.

Is the clinic's percentage split subject to HST?

It depends on who bills whom. A therapist supplying exempt therapy through the clinic attracts no HST, but a clinic charging the therapist a facility or admin fee is making a taxable supply, and since June 2024 that 13% is unrecoverable.

Can I deduct my own supervision and CPD?

Yes. Clinical supervision and continuing professional development tied to maintaining your registration and competence are business expenses. Purely personal therapy, by contrast, is generally not deductible.

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