Our clients will require the following  to complete their corporate tax return.    Please print this checklist out, checking off items when completed and filling in any answers required.   Place this checklist in your box with your other items.

• Incorporation certificate with incorporation date, company name, and provincial/federal serial number

• Did the share structure or company name change since the last filing date?

• Full names and social insurance numbers of owners, with share structure

• Set of financial statements, including balance sheet, profit/loss statement, and trial balance.  

• Copy of your accounting for the year (Simply or Quickbooks)

• Excel version of Trial Balance at year end.

• Copy of last Annual Return (T2) filed with notice of assessment. If you don’t have this, you can call 1-800-959-5525 and CRA will send it to you.

• Year end date with years you will be filing with us

• Type of corporation

• Business numbers. Please indicate whether you need payroll and GST done.

• Prior accountant (if applicable). Include contact numbers.

• Business number/payroll number (if applicable)

• Compensation methods: Did you pay salary, bonus, dividends, etc.?

• Shareholders' agreement

• All your receipts and records, including minute book

• Anything else you feel we should know about, such as correspondence from the government, etc., or requirement for refinancing