What to Bring

To save you time and money we have compiled a general list of the documentation we require from you to facilitate the following tasks:

For Personal Tax Returns

• Refer to our Tax Return Checklist (PDF File)

For “Year Ends”

• Prior year tax return
• Prior year Notice of Reassessment

For General Bookkeeping

Banking

• Bank statements and cleared cheques
• Credit cards statements and receipts
• Deposit books and/or deposit slips
• Bank statements for any credit cards you accept

Accounts Payable

• Bills that you have paid
• Bills that need to be paid
• Expenses reports
• Personal credit card receipts

Accounts Receivable

• Copies of invoices and/or sales receipts

CRA Accounts

• Business number
• Copy of last GST remittance
• Copy of last source deduction remittance

This list is a general guideline.  If you have questions about your specific circumstances, please contact us.