Corporate Tax Checklist

Corporate tax preparation depends on the quality and completeness of year-end financial records. The ACCPAS Corporate Tax Checklist helps business owners and corporate administrators organize the documents commonly needed before corporate tax work, year-end review, bookkeeping cleanup, or consultation.

What’s Included in the Checklist

The ACCPAS Corporate Tax Checklist help you gather and organize the key documents before your consultation.

Financial Statements

Trial balance
General Ledger
Financial Statements

Bank & Credit Cards

Bank Statements
Credit card Statements

Accounts Receivable & Payable

Customer balances
Vendor balances

Payroll Records

Payroll reports
Employee records

GST/HST Records

GST/HST Filings
Remittance confirmations

Assets & Shareholder Activity

Asset additions / dispositions
Loans
Shareholder transactions

Need Help with Corporate Tax Preperation?

Book a Consultation

Book a consultation with ACCPAS Professional Corporation, if year-end records are incomplete, corporate filings are late, or CRA correspondence has been received