The Small Business Tax & Systems Playbook

This booklet is designed to be practical and easy to reference. Each section can be read independently, depending on where you are in your business journey.

• Use the tax sections to clarify your responsibilities around income tax, HST, and payroll.
• Use the systems and tools sections to assess whether your current accounting setup supports accuracy, efficiency, and visibility.
• Use this guide as a foundation for more informed discussions with your accountant or advisor.