QuickBooks Period Copy for CRA Audit: Share Only What’s Necessary

 


When the Canada Revenue Agency (CRA) comes knocking for an audit, one of the most common requests is for a copy of your QuickBooks data file. However, most business owners don’t realize that providing the entire company file may expose far more financial data than necessary. This is where a QuickBooks Period Copy becomes an essential tool.

A QuickBooks Period Copy is a streamlined version of your company file that contains only the financial data relevant to a specific date range. Whether you are under audit, involved in a legal dispute, or selling your business, this file ensures that only necessary and relevant information is shared.

What Is a QuickBooks Period Copy?

A QuickBooks Period Copy is a specially created data file that includes transactions only within a user-specified date range. All financial data falling outside that range is removed, offering a clean and focused view of your company’s financials for a particular period.

In addition, the audit trail—which logs transaction modifications and entry dates—is also removed. This means that the recipient of the file cannot track when transactions were entered or changed, maintaining the integrity of your internal processes while still complying with data requests.

Why Is It Important for CRA Audits?

During an audit, the CRA typically requests accounting records for a specific fiscal period. Submitting your full QuickBooks file might inadvertently reveal transactions and details from years that are outside the scope of the audit. This can lead to additional questions, extended audit timelines, and unnecessary scrutiny.

Using a Period Copy ensures:

  • Only transactions from the audit period are included

  • All other historical data is excluded

  • Sensitive data outside the audit scope remains confidential

  • The audit trail is removed to protect internal accounting timelines

This not only simplifies the audit process but also significantly reduces the risk of complications that can arise from over-disclosure.

Additional Use Cases for a QuickBooks Period Copy

The use of a Period Copy extends beyond CRA audits. Businesses may require these custom files for several reasons, including:

  • Preparing financial records for the sale of a business

  • Providing documentation during divorce proceedings

  • Meeting requirements in legal or compliance matters

  • Creating a new, simplified QuickBooks file for ongoing use

  • Submitting records for due diligence or investor review

In each of these situations, the goal is the same: provide only what is necessary and nothing more.

How the Service Works

At E-Tech, we offer a specialized QuickBooks Period Copy Creation Service designed to deliver accurate, audit-ready data files tailored to your specific needs.

Here’s how the process works:

  1. Submit a Request: Fill out the contact form on our website with your basic information and the nature of your request.

  2. Get a Quote: Our team will review your requirements and send you a no-obligation quote.

  3. Schedule the Service: Once approved, you can choose a time that works best for you, including weekends if needed.

  4. We Deliver Your Period Copy: We create a clean, accurate file containing only the transactions within your specified date range and remove the audit trail for enhanced confidentiality.

Why Choose E-Tech?

With over 30 years of experience in QuickBooks data management, E-Tech is trusted by thousands of businesses across Canada and beyond. Our team of certified QuickBooks advisors understands both the technical and compliance aspects of data handling.

We guarantee:

  • Full accuracy of transactional data

  • Fast turnaround times

  • Complete confidentiality

  • Compatibility with all major versions of QuickBooks

Whether you’re responding to a CRA audit or need a custom file for another reason, our QuickBooks Period Copy service ensures that your business stays compliant without giving away more than required.

Get Started Today

If you’ve been asked to submit your QuickBooks file to the CRA or need a period-specific file for any reason, don’t risk sending your entire financial history. Let E-Tech create a professional, streamlined Period Copy that meets your needs.

Contact us today for a free, no-obligation quote.

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