Tax Planning & Compliance

We assist farmers with their AgriStability and AgriInvest programs.

AgriInvest helps you manage small income declines, and provides support for investments to mitigate risks or improve market income. Your AgriInvest account builds as you make annual deposits based on a percentage of your Allowable Net Sales (ANS) and receive matching contributions from federal, provincial, and territorial governments.

AgriInvest is a self-managed producer-government savings account that allows producers to set money aside which can be used to recover from small income shortfalls, or to make investments to reduce on-farm risks.

AgriStability provides support when you experience a large margin decline. You may be able to receive an AgriStability payment when your current year program margin falls below 85% of your reference margin.

AgriStability is based on margins:

• Program Margin – Your allowable income minus your allowable expenses in a given year, with adjustments for changes in receivables, payables and inventory. These adjustments are made based on information you submit on the AgriStability harmonized form.
• Reference Margin – Your average program margin for three of the past five years (the lowest and highest margins are dropped from the calculation).

Should your production margin fall below 85% of your reference margin in a given year, you will receive a program payment.