Checklist

Corporate tax checklist:

  1. Prior year financial statements and T2 tax returns.
  2. CRA documents include GST/HST returns, Payroll remittance forms, WCB forms and other CRA communications.
  3. Bookkeeping documents include sales invoices, purchase receipts, business bank statements, cheque stubs, cancelled cheques, and business credit card statements.
  4. Bookkeeping data if prepared in simply accounting or Quickbooks.