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Report Firm Changes

Per Regulation 10-1, members and firms must notify the Registrar of any significant change in practice, composition or structure of a firm.

Any significant change in the practice, composition or structure of a firm must be disclosed 30 days prior to any implementation of the change, including:

  • A merger, acquisition, closure or dissolution of a firm.
  • Any change in shareholder, director, officer, or articles of incorporation.
  • Entry into agreements and business arrangements in respect of effective control of the firm.

Other changes including contact and basic firm information, including email, address and phone number must be disclosed before the change takes place or within 30 days after the change.

Any changes in the information submitted by a firm shall be subject to the Registrar’s approval. Where changes are not approved by the Registrar, a firm may apply for renewal of its registration by making an application for renewal in the prescribed form and paying the prescribed fee.

The Registrar shall not renew the registration of a firm that has or intends to relinquish effective control contrary to the regulations, and a firm whose registration has not been renewed shall be deregistered. For more information on effective control of a firm, visit our Alternative Practice Structures page.

Updates can be submitted via My Portal by selecting Firm Dashboard ► Selecting appropriate firm ► Firm Requests ► New Requests ► Choose the Request that best suits your update.

To update firm information and contacts, select Firm Dashboard ► Select appropriate firm ► Firm Profile.

Note: You will need to submit a firm registration application if you change your firm structure or open additional offices. To learn more about this process, visit our Register a Firm page.

Learn more about additional requirements if you are closing a firm registered with CPA Ontario.

Designated administrators

It is the responsibility of the firm representative to ensure all firm-related obligations are met. However, a designated administrator can manage your firm’s requirements on behalf of the firm representative. They do not need to be a CPA Ontario member.

A designated administrator can complete firm-related obligations or activities, such as:

  • updating your firm’s profile
  • submitting and viewing the status of firm-related applications and requests
  • remitting practice inspection invoices
  • completing annual obligations including Annual Practitioner Due (APD) payments
  • updating firm related businesses and relationships
  • updating Professional Liability Insurance

Learn how to appoint a designated administrator with our walkthrough guide.

Report Firm Changes FAQs