Practice / Clients

Your clients

12 active · 4 with returns due this quarter · 3 waiting on your review
Active clients
12
+2 in last 30 days
Returns due this Q
4
2 within 14 days
Awaiting your review
3
Maya, Liam, Sarah
Combined AUM
$1.84M
Annual revenue under management
Client 2026 revenue Status Next deadline Needs attention
M
Maya Chen
YouTube · BC · Sole prop
 $87,420 Needs review HST Q2 · Jul 31 · 67d
⚠ T1135 threshold crossed
⚠ 5 transactions need classification
L
Liam Park
Twitch · ON · Incorporated
 $142,300 Needs review T2 · Jun 30 · 36d
⚠ Owner pay calc pending
S
Sarah Kowalski
Instagram · QC · Sole prop
 $68,900 Needs review QST Annual · Apr 30 · filed
⚠ Mixed-use vehicle question
MK
Marcus Kim
Podcast · AB · Sole prop
 $94,200 Ready to file GST Q1 · ready
— None
A
Aisha Patel
Newsletter · ON · Sole prop
 $54,180 2025 T1 filed Q1 ITCs · Aug 15
— None
J
Jamie Tran
TikTok · BC · Sole prop
 $31,400 Waiting on client Needs Q1 receipts
Reminded Apr 18
R
Riley Foster
OnlyFans · NS · Sole prop
 $112,800 2025 T1 filed HST Q1 · ready
— None
Showing 7 of 12 · load all
Clients / Maya Chen
M

Maya Chen

YouTube creator · BC sole prop · GST/HST registered · LoonieLedgr member since May 14, 2026
2026 revenue
$87,420
Deductions
$11,240
Net business income
$76,180
Est. T1 tax owed
$18,401
Revenue · YTD 2026
Where Maya's money is coming from
See all activity →
$20k $15k $10k $5k Jan Feb Mar Apr May Jun (proj)
Items flagged for your review · 5
Maya's classifications you should double-check
Mark all reviewed
✓
Patreon — March payout
Mar 31 · 12 supporters
Zero-rated (Maya: "mostly foreign") ETA Sch VI Pt V s. 7
Review +$612.30
Shopify — sponsorship
Mar 28 · wire transfer
Taxable · 5% GST (BC place of supply) ETA s. 165(1) · invoice pending
Missing inv # +$5,000.00
Aritzia — brand deal
Apr 12 · contract on file
Taxable · 5% GST ETA s. 165(1)
Verify +$8,400.00
Amazon Associates — March
Apr 1 · USD payout
Commission · zero-rated (non-resident) ETA Sch VI Pt V s. 7
Verify +$1,180.40
B&H Photo — camera lens
May 6 · USD → CAD via BoC rate
CCA Class 8 (capitalize, not expense) $1,200 USD = $1,628 CAD
Verify class −$1,628.40
CPA adjustments · don't affect Maya's books
Your year-end adjustments
Export to TaxCycle
Description Category Amount
Reclassify "Gym membership" as personal
Maya posted this to T2125; not deductible as creator content unless gym is the content focus.
ITA s. 18(1)(h) · personal/living expense
 Personal · removed from line 8810 −$1,680.00
Add Q4 vehicle expenses (Maya forgot)
Three Uber receipts to brand shoots Oct–Dec, plus mileage log.
T2125 line 9281 · business kms 412
 Vehicle expense (business use) +$284.50
Home insurance — split prorated
Maya entered full $480; 17% home office portion = $81.60.
T2125 line 9945 · home office
 Home office · adjusted −$398.40
Income tax instalment Q4 (paid Dec 15)
Not on Maya's books — paid via her bank's bill-pay. Add to T1 line 47600 as credit against tax owing.
Not a T2125 line; goes on T1
 T1 instalment credit $2,800.00
+ Add adjustment entry
Direct messages
Thread with Maya
MAYA · May 20, 9:14 AM
Hey Harvey — quick Q: I bought a $1,200 lens at B&H. Just put it under "Equipment". Is that right or do I need to do something special?
YOU · May 20, 11:02 AM
Capitalize it as Class 8 (20%/yr declining). I'll handle the CCA schedule at year-end — just keep the receipt photo in your notes. Could you also confirm: is the lens used 100% for content or also for personal photos?
MAYA · May 20, 11:18 AM
100% content. It's a 24-70 f/2.8 — way too heavy for personal stuff lol.
YOU · May 21, 8:30 AM
Perfect. Logged as 100% business use. One more — your March Patreon shows 94% foreign supporters but Feb was 86%. Was March unusual or is the audience shifting? Affects how I handle Q1 HST.
MAYA · May 22, 6:42 PM
Posted a video that did well in the US — bumped foreign share for a month. Should normalize.
Maya gets a push notification
Audit trail
Recent activity
Maya resolved 3 Patreon reviews 2h ago
You added home-office adjustment yesterday
System: T1135 threshold crossed May 8
Maya uploaded May receipts May 7

Ready to file Maya's return?

Export her T2125, HST schedule, home-office worksheet, and CCA schedule directly into your tax software. Your adjustments are included; her live books stay untouched.

Practice/Filing queue

Filing queue

Every CRA deadline across your 12 clients · sorted by due date · use checkboxes to mark filed in bulk
Due this week
2
Maya HST · Liam T2
Due this month
4
Combined total: ~$4,200 owing
Filed YTD
28
100% on-time rate
Overdue
0
✓ No late filings
Client Form Period Amount Due Status
M
Maya Chen
 HST Q2 Apr 1 – Jun 30 $614.00
Jul 31, 202667 days
 Ready
L
Liam Park
 T2 FY 2025 $14,820
Jun 30, 202636 days
 Needs review
M
Maya Chen
 T1135 2026 tax year N/A
Apr 30, 2027340 days
 Q4 close needed
MK
Marcus Kim
 GST Q1 Jan 1 – Mar 31 $1,240.00
Apr 30, 2026Ready to file
 Ready
S
Sarah Kowalski
 QST 2025 annual $2,180.00
Apr 30, 2026Filed Apr 28
 Filed
A
Aisha Patel
 HST Q1 Jan 1 – Mar 31 $324.00
Apr 30, 2026Filed Apr 22
 Filed
R
Riley Foster
 HST Q1 Jan 1 – Mar 31 $1,840.00
Apr 30, 2026Ready
 Ready
J
Jamie Tran
 T1 2025 $3,440.00
Apr 30, 2026Waiting on Q1 receipts
 Waiting on client
Practice/Inbox

Inbox

All client messages awaiting your reply · 3 unread · oldest unanswered: 2 days
M
Maya Chen2 hours ago
Patreon HSTPosted a video that did well in the US — bumped foreign share for a month. Should normalize.
Review
L
Liam ParkYesterday, 4:20 PM
T2 Owner payShould I do salary or dividends this year? My take-home target is ~$95k. Twitch sub revenue was up 22% over 2024.
Urgent
S
Sarah Kowalski2 days ago
VehicleI drive my car about 30% for content shoots. Can I claim the full insurance or just the business portion?
Question
MK
Marcus Kim3 days ago
Re: HST Q1Thanks Harvey — confirmed wire sent yesterday. Got the CRA confirmation email too.
Resolved
A
Aisha Patel4 days ago
Substack incomeJust signed a paid sponsorship deal with a SaaS company — $4k/month for 6 months. They want a CRA business number. Mine is 812 345 678 RT0001, right?
Question
R
Riley Foster5 days ago
Re: Subscription incomeGot it — I'll keep my OnlyFans payouts tagged as service revenue going forward. Appreciate the breakdown on the GST treatment.
Resolved
J
Jamie Tran1 week ago
Q1 receiptsHey sorry for the delay — life got hectic. I'll get those receipts uploaded this weekend, promise!
Follow up
Reports/Practice analytics

Practice analytics

Your firm at a glance · client growth, revenue under management, niche mix, time-to-file
Total AUM
$1.84M
↑ 42% YoY
Active clients
12
+5 in 2026
Avg revenue/client
$153k
↑ $18k YoY
Avg time-to-file
11 days
↓ 4 days vs 2024
Revenue under management · 24-mo trend

The creator practice is growing

$2M $1.5M $1M $500k Jun '24 Jan '25 Jan '26 May '26
Client mix · by niche

Where you're concentrated

YouTube 4
Twitch / streaming 3
TikTok / short-form 2
Podcast 1
Newsletter 1
Other 1
Operational efficiency

Time-to-file averages

HST/GST returns8 days↓ 3d
T1 returns14 days↓ 5d
T2 returns21 days↓ 7d
T1135 filings12 days↓ 4d
Client onboarding2 days↓ 11d

All deltas vs your 2024 averages before adopting LoonieLedgr. Time savings come mostly from auto-classification reducing the "what's this transaction?" back-and-forth.

Revenue concentration · by client

Who's driving your practice

Liam Park · Twitch $142k
Riley Foster · OnlyFans $113k
Marcus Kim · Podcast $94k
Maya Chen · YouTube $87k
Sarah Kowalski · Instagram $69k
Aisha Patel · Newsletter $54k
Jamie Tran · TikTok $31k
5 more clients $254k

Top 3 clients represent 35% of your AUM — concentration risk worth monitoring. If Liam left, your top-line takes a real hit.

Reports/Bulk exports

Bulk exports

Push multiple clients' returns into your tax software at once · saves an hour each per-client setup
1 · Pick clients
Select which clients to include in this batch · 0 selected
M
Maya Chen
YouTube · BC · Sole prop
Ready
L
Liam Park
Twitch · ON · Incorporated
Needs review
S
Sarah Kowalski
Instagram · QC · Sole prop
Filed
MK
Marcus Kim
Podcast · AB · Sole prop
Ready
A
Aisha Patel
Newsletter · ON · Sole prop
Filed
R
Riley Foster
OnlyFans · NS · Sole prop
Ready
J
Jamie Tran
TikTok · BC · Sole prop
Waiting on client
2 · What to export
All exports use your CPA adjustments overlay (client books stay untouched)
✓
T2125 · Statement of Business Activities
For sole props
✓
GST34 · HST/GST returns
All filed + draft quarters
✓
T1135 · Foreign income statement
Where applicable
✓
CCA schedules
Class 8 + 50 + 10.1
✓
Source documents
Bank stmts + receipts ZIP
3 · Destination
TaxCycle batch
Direct XML push · single-client-equivalent per file
Profile
XPS export · drop into Profile bulk import folder
CCH iFirm
CSV import format
ZIP archive
PDF + CSV pack per client · no integration
Estimated time: ~45 seconds per client. Push happens server-side — close the tab if you want.
Settings/Firm settings

Firm settings

Manage your team, branding for client-facing docs, and tax software integrations

Team members

People at Wong & Partners with access to your LoonieLedgr client portfolio

Active team

HW
Harvey Wong, CPA
harvey@wongpartners.ca
Owner ⋮
DT
Diana Tran, CPA-in-progress
diana@wongpartners.ca
Junior ⋮
EP
Evan Park
evan@wongpartners.ca
Bookkeeper ⋮