Charity compliance check for Canada
A free, plain-English check of the rules Canadian charities and non-profits most often miss — CRA requirements, your corporate statute and board records. You get an instant risk score and a short list of what to fix first.
What the check covers
- CRA registered-charity rules
- Charitable purposes and activities, books and records, official donation receipts, and gifts to qualified donees.
- T3010 annual return
- Filing within six months of year end, and what the CRA can do when returns are late or incomplete.
- Corporate statute duties
- ONCA, CNCA and provincial non-profit acts: bylaws, members' meetings, director and officer duties, annual filings.
- Board governance
- Minutes, resolutions, conflicts of interest, director qualifications and personal liability exposure.
- Policies and records
- Privacy, financial controls, document retention and where your governing documents actually live.
Quick self-check: five questions
If you answer "no" or "not sure" to any of these, the full check is worth 8 minutes.
- Can you find your letters patent or articles, bylaws and all amendments in under five minutes?
- Was last year's T3010 filed on time, and does it match your financial statements?
- Do your donation receipts include every item the CRA requires?
- Are board minutes signed and kept for every meeting, including conflict declarations?
- Is your annual corporate return up to date so you remain in good standing?
After the check
Fix gaps with short training programs for directors, and keep your governing documents in the Document Vault. Need records from a treasurer or past director? Send a free Vault Submit link.
Frequently asked questions
+How much does the charity compliance check cost?
The online compliance audit is free to start. You get an instant risk score and the issues flagged. Detailed reports and a consult with a reviewer are optional paid upgrades shown on the pricing page.
+How long does it take?
Most boards finish the free assessment in about 8 minutes.
+Who is it for?
Board members, executive directors, treasurers and volunteers of Canadian registered charities and non-profit corporations, and the accountants or advisers who support them.
+Is this legal advice?
No. The check is an educational screening tool that flags common risks. For decisions about your organization, speak with a lawyer or accountant. You can book a consult through the platform.
+What happens to our answers and documents?
Your answers are stored in your account only. Supporting records can be kept in the Document Vault, which is protected by sign-in, a Vault PIN or MFA, and logs every open, download and share.
+We operate in the United States too. Is there a U.S. version?
Yes. The audit has a separate U.S. track with state selection and U.S.-specific questions for charities, non-profits and businesses.
+Does it replace our accountant or annual T3010 filing?
No. It helps you see where you stand before filing season or a CRA review, so you arrive at your accountant with the right records and fewer surprises.