Corporate Tax Return Document Checklist

To accurately satisfy the requirements of the CRA when filing Corporate Tax Returns we will require the following documentation:

• Articles of Incorporation
• Bank Statements
• Investment Statements
• Share Certificates
• Minute Book
• Receivables
• Payables
• Inventory (complete and verifiable)
• Purchase and Sale Agreements
• Legal Invoices
• Bad Debts

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YEAR-END COMPILATION + CORPORATE TAX RETURN PREPARATION AND E-FILING

Our accountants can prepare your financial statements, corporate tax returns, GST/HST returns, T4 slips for employees, T5 slips for dividends and ROEs for employees.

TAX RETURNS FOR SELF-EMPLOYED INDIVIDUALS

We help self-employed individuals navigate the complexities of filing tax returns. From business income and expenses to HST reporting and remittance, our team ensures accurate filings, CRA compliance, and maximizes your deductions.

BOOKKEEPING SERVICES

We provide monthly or quarterly bookkeeping services to help your business stay organized, compliant, and financially on track. We can help manage cashflow, make timely tax and HST/GST payments, and provide guidance on strategic capital planning– so you can make informed financial decisions that support your business growth.

HST/GST REMITTANCE

We accurately prepare and file HST/GST returns for businesses, ensuring compliance with the Canada Revenue Agency. Our team can help you manage cash flow effectively, preventing cash flow problems.

FINANCIAL FORECASTING AND STRATEGY

We help small and mid-sized businesses forecast revenue, manage cash flow, and plan for growth—so you can increase profitability, avoid cash shortages, and make confident decisions about capital investments.

PAYROLL AND WORKERS’ COMPENSATION MANAGEMENT

Managing payroll can be time-consuming and stressful. We can handle payroll and workers’ compensation reporting to ensure accurate payments, timely remittances, and compliance with CRA and WSIB requirements.

INCORPORATING YOUR BUSINESS

Thinking about incorporating? We can help you determine the right time to incorporate your business and guide you through each step of the process. Once incorporated, we ensure you understand your tax obligations and remain compliant with CRA requirements—helping you file accurately, reduce tax exposure, and set your corporation up for long-term financial success.