Invoicing Software for New Brunswick Accounting Firms

How does invoicing software work for firms in New Brunswick?

The CRA administers New Brunswick's HST.

A New Brunswick firm's own invoices carry 15% HST, and so does the fee schedule inside an engagement letter. Pricing the engagement in writing before the work starts is what makes the eventual invoice a formality rather than a negotiation.

Which CRA deadlines apply?

These rules are federal and apply in every province and territory. Where a due date falls on a weekend or public holiday, the CRA treats the next business day as on time — compute the shifted date each year rather than carrying the calendar forward.

What is different about running a practice in New Brunswick?

Four things a firm working New Brunswick files should be able to state without looking them up. Each is verified against a primary source, linked at the foot of this page.

CPA New Brunswick is the provincial body; 20,256 of New Brunswick's 20,631 employer businesses were small businesses as of December 2024.

• Canada's only officially bilingual province — New Brunswick is the only province that is officially bilingual under the Constitution, so serving clients in both English and French is a practical requirement rather than a differentiator.
• 15% HST, one return — New Brunswick charges 15% HST — 5% federal plus 10% provincial — administered by the CRA, so clients file a single sales-tax return.
• 2.5% provincial small-business rate — New Brunswick taxes the first $500,000 of a CCPC's active business income at 2.5% provincially, with a 14% general rate above that.
• 20,631 employer businesses — New Brunswick had 20,631 employer businesses as of December 2024, of which 20,256 were small businesses.

Managing invoicing software across a client book in New Brunswick

A firm's billing problem starts before the invoice: unless scope and price were agreed in writing, every bill is a negotiation.

A four-person Moncton firm growing by referral works in both official languages, which shows up less in the tax work than in the paperwork: engagement letters, document requests and deadline warnings all need a French version. Standardizing those templates once — and gating any new engagement on a signed letter — removed the awkwardest conversation the firm had, which was pricing work that had already been delivered.

How SpidNums handles it

SpidNums models the firm as clients, services and work. Assigning a typed service to a New Brunswick client is what generates the recurring projects, the stages and the reminders — the cadence is recorded once rather than remembered each period.

Every open obligation is then ranked by how close its due date sits and coloured accordingly, so the morning question — what is late, what is close, what is fine — is answered by looking.

• Services catalogue with per-service pricing lines
• Engagement letters built from assigned services or prior-year history
• Firm letterhead and branding on every client-facing document
• Client e-signature by type, draw or upload on a no-login page
• Signed PDF stored on the client record
• Annual renewal prompts when scope changes

Where this goes wrong

Billing failures start upstream of the invoice. By the time a fee is being argued about, the mistake was made months earlier.

• The engagement letter is a copy of last year's, so this year's expanded scope is unpriced.
• A client is asked to create an account to sign, and simply does not sign.
• Out-of-scope work is agreed by email and never makes it into the fee schedule.
• Renewals are not prompted, so a three-year-old letter is the only signed scope on file.

What SpidNums does not do

SpidNums is practice management with an invoicing workflow, not an accounts-receivable ledger. It produces the priced, signed engagement that your billing runs from — it does not process payments or age receivables.

If your firm already runs a tracking system it trusts, the honest answer is that you do not need this one. The pages on this site are written to help you decide, not to pretend every firm has the same problem.