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Client Checklist

This checklist is made in order to facilitate our clients and help them to organise and make our job easier and reduce cost.

Personal Tax returns:

  • T4 Slips
  • T5 Slips
  • Universal Child care RC-62
  • Child Care receipts
  • Medical Expenses
  • Moving Expenses
  • RRSP Contributions
  • Public Transit passes
  • Last year assessmentís and letter from CRA

Corporate Tax returns:

  • Company Incorporations papers
  • Company business number, GST Number, Payroll account number
  • Financial Statements from previous/current financial year
  • All Bank Statements
  • All Invoices
  • Credit card Statements
  • Sales Invoices
  • GST / Payroll report from CRA
  • Deposit books
  • Receipts and payable for all operating expenses for the tax year
  • Any correspondence from CRA