What's inside
- Before You Start: Confirm the Basics
- Check That It Qualifies as a PHSP
- Design Your Plan
- Set Up and Fund the Account
- Stay Organized and Compliant
Prefer to talk first? See if an HSA fits your business.
Setting up a Health Spending Account doesn't have to be complicated, but a few details matter — especially whether your plan qualifies as a PHSP under CRA rules. Use this checklist to get organized before you start, and to talk through the specifics with an advisor and your accountant.
Prefer to talk first? See if an HSA fits your business.
Share a few details and Alfredo gets back to you with a plain-English answer — usually within one business day.