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 assessment’s 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