client resource centre

Checklists

Personal Income Tax Checklist:

Completing your income tax return can be challenging, even with the help of an accountant.
Consider using the following checklist to help you gather the right information and documentation to ensure you are on the right track.

Bookkeeping Checklist:

Download our Bookkeeping Checklist today and send us the required information to keep your books accurate and up to date.

Year-End & Corporate Income Tax Checklist:

In this checklist you will find all the required documents/information to complete your year-end and file a corporate income tax return.



Other Important Links

Canada Revenue Agency:

The Canada Revenue Agency (CRA) is responsible for the administration of tax laws for the Government of Canada, and for most provinces and territories.

Ontario Ministry of Finance:

provides key fiscal, taxation and economic policy advice and support to the Minister of Finance, Cabinet and the Premier; reports on the province's economic and fiscal plans and results to the public; prepares the provincial Budget and a mid-year fiscal and economic update (Fall Economic Statement); promotes the principles of modern controllership within the Ontario Public Service and accountability for the use of public funds in all Ontario public sector institutions, including universities, hospitals and school boards; administers most of the province's major tax statutes as well as a number of tax credit, incentive and benefit programs; promotes the integrity of the province's self-assessing tax system by encouraging compliance through taxpayer education and customer service, while discouraging non-compliance through enforcement activities.

The Bank of Canada:

The Bank of Canada site includes a variety of useful features, including information on interest and exchange rates, financial indicators, securities auctions and more. The convenient "Currency Converter" allows you to determine Canadian dollar equivalents for a broad range of foreign currencies.

Industry Canada:

Industry Canada works with Canadians in all areas of the economy and in all parts of the country to improve conditions for investment, enhance Canada's innovation performance, increase Canada's share of global trade and build a fair, efficient and competitive marketplace.

The Globe and Mail:

The Globe and Mail is a nationally distributed Canadian newspaper, based in Toronto and printed in six cities across the country.

National Post:

The National Post is a Canadian English-language national newspaper based in Toronto, Canada.