M
Merits Accounting
Accounting · Tax & Financial Planning
Good morning, Lucas

While you were away, Mandato handled your incoming requests.

Here are the three requests received over the weekend, ranked by fit with your practice area. Each file has been qualified, summarized, and paired with an engagement letter ready to send.

3
New requests
2
Qualified
1
To review
#1·Corporate Tax · T2 Filing

David Chen

Richmond, BC|Received Saturday 9:47 PM|MND-2510-0091
9/10
Excellent fit
AI Summary

Mr. Chen operates a residential renovation company incorporated in BC with approximately $580,000 in annual revenue. His T2 corporate return for the fiscal year ended December 31, 2024 is overdue and he has not filed his GST/HST annual return. His bookkeeper left in January and he has been tracking receipts in a spreadsheet since. He is looking for a firm to handle both the catch-up filings and ongoing bookkeeping going forward.

Acknowledgement sent automatically · three follow-up questions asked
#2·Real Estate · Investment Tax

Patricia Morrison

Calgary, AB|Received Sunday 2:15 PM|MND-2510-0092
8/10
Excellent fit
AI Summary

Ms. Morrison owns four rental properties across Calgary and Kelowna and has been self-preparing her T776 rental income schedules using TurboTax. She is now considering restructuring into a holding company following advice from her mortgage broker and wants a CPA to review her situation first. She also has an open question about whether she should be collecting and remitting GST on one of her short-term rental units.

Acknowledgement sent automatically · three follow-up questions asked
#3·Small Business · Startup Advisory

James Okafor

Vancouver, BC|Received Sunday 6:33 PM|MND-2510-0093
6/10
To review
AI Summary

Mr. Okafor launched a software development consultancy incorporated federally in February 2025. He added his first two contract employees to payroll in March and is unsure whether payroll deductions are set up correctly through CRA My Business Account. He is also asking about SR&ED eligibility for a client project involving a custom ML pipeline. He does not currently have a bookkeeper and is mixing personal and business expenses on one credit card.

Acknowledgement sent automatically · three follow-up questions asked
WhatsApp Intake·1 message received overnight · triaged automatically
AR
WhatsApp·Self-Employed · T1 Personal

Ana Rodrigues

+1 (604) 555-0147|Received Sunday 11:42 PM
Urgency: Medium
Language: Portuguese
"Oi bom dia! Tô precisando de ajuda com meu imposto de renda, sou autônoma e nunca declarei aqui no Canada. Me passaram seu contato. Como funciona?"
AI Triage

First-time T1 filer in Canada, self-employed. No prior returns filed. Referred contact. Suitable for an initial qualification call.

Auto-reply sent · follow-up questions asked
All files received an acknowledgement within 90 seconds of submission. Information transmitted is stored on Canadian servers. No professional-client relationship is created until the engagement letter is signed by both parties.