Use this comprehensive checklist to compile all the documents you will need for your annual personal tax filing.
PERSONAL RETURN CHECKLIST
• Last year’s notice of assessment
• Last year’s tax return (if not prepared by our office)
• Any letters from Canada Revenue Agency
• Change in address, marital status, new children, etc.
• Instalment payments
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.
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.
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.
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.
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.
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.
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.
Tax Slips:
• T4, T4A, T4E
• T5
• T3
• T4RIF
• T4OAS
• T4AP
• T5008
• T5018
• T5013
• T5007
• RRSP
• T4RSP
• T2200 (employment expenses)
• T2202A (tuition receipt)
Other Receipts:
• Revenue and Expense (self-employed, partnership, rental property)
• Commission and/or employment expenses
• Foreign Income Capital (gain/loss report)
• Medical Receipts (including Insurance)
• Donation Receipts
• Disability Forms
• Babysitting, Daycare or Camp
• Student Loan Interest
• Rent Receipts
• Property Tax Management Fees (on investments)
• Moving Expenses
• Spousal Support (paid or received)
• Legal Fees (for eligibility)