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Who we help · Restaurants · Tax planning

Restaurant tax planning for thin margins and watched tills.

Restaurant tax planning starts from an uncomfortable fact: the CRA can assess a cash business without believing a single ledger entry, rebuilding sales from bank deposits, lifestyle and even liquor purchases. So the plan has two jobs at once: keep every dollar credible, and keep more of the thin margin those dollars carry. We build both, from owner pay and family payroll to the remittance discipline that never leaves trust money exposed.

Restaurant owner standing in their dining room

Cash the CRA can believe

The CRA does not need your sales journal to assess a restaurant. Where records look thin, auditors may rebuild income indirectly: a net-worth assessment compares what the owners spend and own against what the business reported, a bank-deposit analysis totals every credit and asks you to explain the rest, and a mark-up projection estimates bar revenue straight from liquor purchases and expected pour counts. Hospitality sees more of this than almost any other sector, because tills still see cash.

The defence is habit, not argument. Sales are deposited intact every banking day, with no supplier paid and no advance handed out of the drawer. Staff meals and manager discounts get logged when they happen, and the POS electronic journal is kept for the full six years the law requires, because a missing journal reads like suppression whether or not any took place.

On suppression the stakes are explicit. Penalties for using, or merely possessing, electronic sales suppression software start at $5,000 and reach $50,000 on a repeat, before any tax or gross-negligence penalties are added. If a POS reseller ever offers a mode that makes transactions disappear, that is the moment to call a CPA, not after.

What an auditor testsThe habit that answers it
Bank deposits against reported salesIntact daily deposits; nothing paid out of the till
Owner lifestyle against declared incomeEvery draw documented as salary, dividend or repaid loan
Liquor purchases against bar revenuePour-cost tracking with spillage and comp logs
The POS electronic journalAudit trail retained six years; voids carry reason codes

If a letter arrives anyway, CRA Audit & Review Support puts the reply in professional hands while the file is still a question rather than an assessment.

Owner pay from a thin margin

How you pay yourself moves the tax bill more than any deduction in the ledger. Salary is deductible to the corporation, creates RRSP room, builds CPP and gives a mortgage lender clean T4 income to read. Dividends skip CPP in both directions and can wait for the season to prove itself, which suits a room where January looks nothing like December. Profit the household does not need can stay behind, taxed at Ontario's combined small-business rate of roughly 12.2% on the first $500,000, and fund the next renovation at a lower tax cost.

The mistake we unwind most often is the shareholder loan account used as a till of last resort: cash from the drawer, groceries on the corporate card, a transfer marked temporary. A shareholder loan still outstanding one year after the corporation's year-end is pulled into personal income in full, with no matching deduction for the company. We set the salary-dividend mix each year inside Tax Planning & Advisory and file the owner's return through Personal Tax Filing, so the corporate and household sides are decided as one.

Instalments, and HST that was never yours

The 13% rung up at the register is trust money from the moment the card taps, and spending it as working capital is the fastest way a busy room slides into CRA debt. We set a weekly sweep: an amount sized from the POS closes moves to a separate account every Monday, so the remittance is already sitting there when the return is due.

Income tax runs on its own clock. Once a corporation's tax bill passes $3,000, the CRA expects instalments through the year, monthly by default and quarterly for small CCPCs with clean compliance records; annual HST filers cross into quarterly instalments at the same $3,000 line. Interest on missed instalments compounds daily and is not deductible, a pure margin leak. The plan puts every remittance date on one calendar and sizes each payment from current-year numbers rather than last year's guess.

Family on the payroll, done properly

Paying your spouse or teenager is legitimate the moment three tests are met: the work is real, the rate is what a stranger would earn for the same shifts, and the money actually moves, by payroll deposit rather than cash from the till. Timesheets and a short job description turn a deduction the CRA questions into one it accepts. Wages are also the clean route around TOSI: the tax on split income catches dividends paid to family and taxes them at the top rate unless an exclusion applies, and the most useful exclusion demands an average of 20 hours a week of genuine work in the year, or in any five earlier years.

One nuance is worth a formal ruling: family members employed by a family-controlled corporation are not always insurable for EI, so premiums may be refundable, or wrongly assumed. We check rather than guess.

A year-end chosen for the slow weeks

A new corporation picks its own fiscal year-end, and a restaurant should pick deliberately. Set it just after the peak and three things line up: the balance owing lands while the busy season's cash is still in the account, inventory counts happen in a quiet week, and bonus decisions are made knowing exactly what the peak earned. For restaurants across Mississauga and the GTA, the whole plan, owner pay, remittance calendar, family payroll and year-end, is quoted in writing after a free 15-minute discovery call.

Common questions

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Can the CRA assess my restaurant without using my records?

Yes. Net-worth assessments, bank-deposit analysis and liquor mark-up projections are all accepted indirect methods. The defence is built in advance: intact daily deposits, a complete POS audit trail and every owner draw documented.

Should I take salary or dividends from my restaurant corporation?

Usually a mix. Salary buys RRSP room, CPP and lender-friendly T4 income; dividends flex with the season and skip CPP. The right split shifts with profit, household needs and financing plans, so we revisit it every year before year-end.

Can I put my spouse and kids on the restaurant payroll?

Yes, if the work is real, the pay matches what a stranger would earn and it runs through payroll with records to match. Dividends to family are harder: TOSI taxes them at the top rate unless an exclusion, like the 20-hour-a-week working test, applies.

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