Self-Employed & Business Income

Your income is real. Your file should prove it.

Write-offs that cut your tax bill also cut your qualifying income. The job is building a file that shows lenders what you actually earn — within the documentation they accept.

Who this is for

You earn well. Your tax return says otherwise.

If you write off aggressively — as you should — your line 150 income understates what you can actually afford. That gap is the entire problem.

Sole Proprietors & Contractors

You file a T1 with business income. Write-offs reduce your taxable income — and the number lenders see.

Incorporated Business Owners

Your corporation retains earnings or pays you dividends. Lenders need a clear path from corporate revenue to personal qualifying income.

Commission & Gig Earners

Your income varies month to month. Lenders want consistency they can average, not a single good month.

The process

How self-employed files get approved

Step 01

Understand what lenders actually measure

A lender does not care what you deposited — they care what you can prove on paper. That means your notice of assessment line 150 income, or an accepted alternative like a business-for-self income statement.

Step 02

Document the add-backs

Legitimate non-cash expenses (depreciation, home office, vehicle) reduce your tax bill but not your real earning capacity. The file shows these clearly so the lender can add them back.

Step 03

Match to the right program

Some lenders accept two years of T1 Generals with add-backs. Others offer stated-income programs at a different rate tier. The right fit depends on your documentation strength, not just your income.

Step 04

Structure and submit

The file is packaged to answer the underwriter's questions before they ask them. Clear cover notes, consistent numbers, supporting documents in order.

Documentation

What lenders typically ask for

The exact list varies by lender and program, but most self-employed files start here.

  • 2 years of T1 General tax returns with all schedules
  • 2 years of notices of assessment (NOA)
  • Financial statements or T2 corporate return (if incorporated)
  • Business licence or articles of incorporation
  • 6–12 months of business bank statements
  • GST/HST returns where applicable
  • Proof of business existence (contracts, invoices, CRA business number)

Additional documents may be requested depending on the lender, income type, and program.

Questions

Straight answers

Most lenders require a minimum of two years. Some alternative programs accept less with strong compensating factors — larger down payment, excellent credit, or substantial assets. The requirement varies by lender and program.

Next step

See what you qualify for

A short conversation about your income, your business, and what you are looking for. No commitment, no credit pull.