Canadian Charities: Stay On The Right Side of the Canada Revenue Agency episode artwork

EPISODE · Jul 3, 2025 · 29 MIN

Canadian Charities: Stay On The Right Side of the Canada Revenue Agency

from The Canadian Charity Law Podcast · host Staff at B.I.G. Charity Law Group Professional Corporation

This comprehensive episode, Stay On The CRA's Good Side, outlines the essential requirements for Canadian registered charities to maintain compliance with the Canada Revenue Agency (CRA). It covers the CRA Charities Directorate's oversight role, detailing how they monitor compliance through various methods like T3010 screening and audits, and lists common triggers for reviews. The episode emphasizes annual T3010 filing obligations, including deadlines, required schedules, and frequent errors to avoid, while also explaining the serious consequences of non-compliance. Furthermore, it clarifies financial management requirements such as record-keeping, disbursement quota obligations, and acceptable expenditures, and details the strict rules for issuing donation receipts, including mandatory elements and common pitfalls. Finally, the episode addresses rules around political activities, compliant business operations, working with non-qualified donees, and the necessity of notifying the CRA of organizational changes, concluding with advice on audit preparation and responding to compliance concerns.This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. B.I.G. Charity Law Group Professional Corporationhttps://www.charitylawgroup.ca/P: 416-488-5888Book a Free Consultation With a Charity Lawyer : https://calendly.com/dov-goldberg/schedule-a-free-consultation?utm_source=podcast B&H Charity Accounts Corporationhttps://www.charityaccountingfirm.ca/

This comprehensive episode, Stay On The CRA's Good Side, outlines the essential requirements for Canadian registered charities to maintain compliance with the Canada Revenue Agency (CRA). It covers the CRA Charities Directorate's oversight role, detailing how they monitor compliance through various methods like T3010 screening and audits, and lists common triggers for reviews. The episode emphasizes annual T3010 filing obligations, including deadlines, required schedules, and frequent errors to avoid, while also explaining the serious consequences of non-compliance. Furthermore, it clarifies financial management requirements such as record-keeping, disbursement quota obligations, and acceptable expenditures, and details the strict rules for issuing donation receipts, including mandatory elements and common pitfalls. Finally, the episode addresses rules around political activities, compliant business operations, working with non-qualified donees, and the necessity of notifying the CRA of organizational changes, concluding with advice on audit preparation and responding to compliance concerns.This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. B.I.G. Charity Law Group Professional Corporationhttps://www.charitylawgroup.ca/P: 416-488-5888Book a Free Consultation With a Charity Lawyer : https://calendly.com/dov-goldberg/schedule-a-free-consultation?utm_source=podcast B&H Charity Accounts Corporationhttps://www.charityaccountingfirm.ca/

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Canadian Charities: Stay On The Right Side of the Canada Revenue Agency

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This episode is 29 minutes long.

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This episode was published on July 3, 2025.

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This comprehensive episode, Stay On The CRA's Good Side, outlines the essential requirements for Canadian registered charities to maintain compliance with the Canada Revenue Agency (CRA). It covers the CRA Charities Directorate's oversight role,...

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