How do I prepare financials for filing?

Narrative alone does not file a claim. Financials turns eligible hours and salaries into an estimated claim value so you can cross-check worksheets before you approve.

How to use

1. Open the claim → Financials.
2. In settings, confirm Calculation Method (Proxy Method), Province (or No Provincial Credit), and the CCPC toggle when the client is a Canadian-Controlled Private Corporation.
3. Review summary metrics such as Estimated Total Claim Value, Eligibility Percentage, and Projects.
4. In the employee grid, verify names, types (Canadian Employee, Canadian Contractor, Other), hours, and annual salaries used for T661 calculations.
5. Fix fragmented names with merge/split, and load missing pay data with Import Employees or Re-Sync From Account as needed.
6. Use grid Copy or Download CSV when moving numbers into your filing worksheets, then return to Approve Claim when both Submission and Financials are ready.

Related

• How do I fix duplicate employee names on timesheets?
• How do I get salaries into the claim?
• Financials Tab: Automated Expenditure Calculations