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