Client Checklist
The check list is made in order to facilitate our clients and help them organize and reduce their fees.
Personal Tax Returns:
- T4 Slips
- T5 Slips
- Child care/Day care Receipts
- Universal Child care Rc-62
- Tuition fees receipts
- Public Transit passes
- Medical Expenses paid by taxpayer
- Moving Expenses (All receipts related to moving)
- Any other statements received from CRA
Corporate Tax Returns:
- Company Details and Expenses
- Company name & address
- Company business number
- Company GST account number
- Date of incorporation & corporate year end
- Management/Shareholder details
- Company contact details
- Financial statements from previous/current financial year
- Bank statements
- Credit card statements
- Receipts and payables for all operating expenses for the tax year
- Details of all automobile expenses
- Complete details of all other expenses
- All invoices
- Sales invoices
- Deposit book
- GST report from CRA
- Payroll report from CRA
