Corporation Tax Filing Checklist

To complete your tax return on time, I will need to receive your information at least two weeks before the filing deadline.
  • Backup of bookkeeping file
  • Asset additions – purchase records
  • Bank statement for last month of fiscal year
  • Credit card statement for last month of fiscal year
  • Loan statements for last month of fiscal year
  • T4 Summary
  • Payroll deduction remittance form for the last month of your fiscal year
  • GST/HST return for the last filing period of your fiscal year
  • Shareholder loan agreements
  • Previous year’s financial statements
  • T2 return for previous fiscal year
  • Tax paid by instalments
  • Details of personal use of vehicles

Questions? Please get in touch.

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