A file that ties, all the way to the return.
Job costing, subcontractors and sales tax, kept clean month to month so year-end is a formality, not a reconstruction.
Job costing
Recurring and one-off work tracked at the job level, so margin by job or by contract is a number you actually have, not an estimate.
Subcontractors
Coded correctly from the first invoice, with the T4A and T5018 filing implications tracked as the year goes, not reconstructed in March.
Recurring contracts and deposits
Deposits and instalments recognised on the right schedule, so revenue matches the work actually performed in the period.
Sales tax on mixed supplies
HST coded correctly where a business sells more than one kind of product or service, so the filing is right the first time.
A clean file for year end
The corporate return is prepared from the same file that closed every month, by the person who closed it.
Doing it yourself, and with Lunar.
| Doing it yourself | With Lunar |
|---|---|
| Books caught up at tax time | Reconciled every month |
| Profit per job is a guess | Tracked by job |
| Subcontractor slips pulled together in February | Tracked all year |
| HST worked out at filing | Coded on every transaction |
| Tax return done by someone who never saw the books | Done by the person who kept them |
See if it's a fit.
A short call is enough to know.