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Starting a Business in Canada: Financial Checklist (2026)

Updated

Business Types in Canada

Structure Liability Tax Cost to Start Best For
Sole proprietorship Unlimited personal Personal tax rates $60-130 Freelancers, side hustles
Partnership Unlimited Personal tax rates $60-150 Joint ventures
Corporation Limited Corporate + dividend $200-500 Higher income businesses

Startup Financial Checklist

Task Cost Where
Register business name $60-130 Provincial registry
Federal incorporation (optional) $200 corporations.ic.gc.ca
Provincial incorporation (optional) $300-500 Provincial registry
Business number (BN) Free CRA
GST/HST registration (if needed) Free CRA
Municipal business licence $100-300 Your city/municipality

Banking & Finances

Task Details
Open business bank account Keep personal and business finances separate
Get business credit card Build business credit, track expenses
Set up accounting system QuickBooks, Wave, FreshBooks
Establish bookkeeping process Weekly reconciliation minimum
Set aside tax money 25-30% of revenue for income/GST

Insurance

Insurance Type Who Needs It
Commercial general liability Most businesses
Professional liability (E&O) Consultants, professionals
Commercial property If you have physical assets
Cyber liability Businesses handling customer data
Workers’ compensation If you have employees

GST/HST Registration

Registration Threshold
Mandatory Revenue exceeds $30,000 in 4 consecutive quarters
Voluntary Can register anytime to claim input tax credits
Province GST/HST Rate
Alberta, Territories 5% GST
BC, Manitoba, Saskatchewan 5% GST (+ PST separate)
Ontario 13% HST
Quebec 5% GST + 9.975% QST
Atlantic provinces 15% HST

Tax Deductions Sole Proprietors Can Claim

Expense Deductible
Home office Portion of rent/mortgage, utilities
Vehicle Business use percentage
Phone & internet Business portion
Office supplies 100% if for business
Professional development Courses, books related to business
Marketing & advertising 100%
Professional fees Accountant, lawyer, bookkeeping
Business insurance 100%

Funding Options

Source Best For Cost
Personal savings Starting capital $0
Business credit cards Short-term cash flow 19-22% interest
Line of credit Flexible borrowing Prime + 1-3%
BDC loans Small business loans Competitive rates
CEBA (if available) COVID-era emergency β€”
Crowdfunding Consumer products Platform fees
Angel investors High-growth startups Equity

Record-Keeping Requirements

Document Keep For
Income records 6 years
Expense receipts 6 years
Bank statements 6 years
Tax returns 6 years
Corporate minutes Permanent
Contracts Duration + 6 years

First Year Financial Goals

Milestone Target
Separate finances Day 1
Bookkeeping system Week 1
First profitable month Month 3-6
Emergency fund (3 months expenses) Year 1
Positive cash flow Year 1
Accountant relationship Before first tax filing