1. Please go to your CPA4IT Client Zone to upload your corporate tax return information below in order for us to commence your tax return preparation (Please email your account manager to confirm once you have uploaded )

2. The revenue, expenses, assets and liabilities of your corporation for the fiscal period using our CRED EXCEL & Manual, a spreadsheet or any accounting software. If you are using your own software, please provide a printout of the Bank Reconciliation, General Ledger, Balance Sheet & Income Statement along with the above items. If you are using a cloudbased software we don’t need printed reports, however, you will need to provide accounting access to your Account Manager. To give accountant access you can access instructions for QBOXeroHubdoc, or Dext-Receipt Bank.

3. Corporate bank statements and cancelled cheques for the entire fiscal period plus the first month of the next fiscal period (for all 13 months in total)

4. Corporate credit card statements for the entire fiscal period plus the first month of the next fiscal period (for all 13 months in total)

5. Copies of statements for any corporate brokerage accounts (corporate investments) maintained during the entire fiscal period

6. Copies of any term deposit certificates, GIC’s or money market funds which were taken out or matured during the fiscal period

7. Copies of Initial Minutes and Articles of Incorporation (For new clients who are processing a first tax return). We need particulars of any sole- proprietorship/partnership/another corporation, if applicable.

8. Copies of your last completed tax return with all Income Statements, Balance Sheets, General Ledgers, Trial Balances, and Adjusting Journal Entries (For new clients who have processed prior tax returns).

9. Please provide an estimate of personal income, deductions and RRSP contributions for each director for the current calendar year.

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Pay Less Tax

A great small business tax accountant does more than just measure value, they create it. At CPA4IT our goal is to save you substantially more than it costs you for our services. Over the last 30 years we have developed tax strategies designed to help you keep more of your hard earned money. If you would like to learn how we can help you pay less tax, simply download our FREE Guide to Pay Less Tax.

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Pay Less Tax

A great small business tax accountant does more than just measure value, they create it. At CPA4IT our goal is to save you substantially more than it costs you for our services. Over the last 30 years we have developed tax strategies designed to help you keep more of your hard earned money. If you would like to learn how we can help you pay less tax, simply download our FREE Guide to Pay Less Tax.