Resources
Preparation guides that make the next conversation more useful.
Practical, evergreen checklists to help organize records and questions before tax preparation, year-end work, or an initial consultation.
A useful place to begin
Open the guide that fits the work ahead.
These lists are general preparation aids, not advice for a specific tax or accounting situation.
01Personal taxPersonal tax document checklist
A simple starting point for organizing slips, receipts, and questions before tax preparation begins.
- Income slips and statements you have received
- Relevant receipts and expense records
- Notes about changes in work, family, or income
- Questions you would like to discuss
02Corporate taxCorporate year-end preparation checklist
Records and decisions that are helpful to have in view before a corporate year-end conversation.
- Current bookkeeping records
- Year-end bank and credit-card records
- Open questions or unusual transactions
- Changes in ownership, operations, or financing
03BookkeepingBookkeeping records checklist
A practical reminder of the records that support a more organized bookkeeping routine.
- Sales and expense support
- Bank and payment records
- Invoices and receipts
- A routine for organizing records as they arise
04GST/HSTGST/HST records checklist
A focused way to gather records before preparing a GST/HST filing.
- Sales records for the filing period
- Expense records that relate to the business
- Prior filing information, if available
- Questions about registration or recurring transactions
05Getting startedPreparing for an initial consultation
How to make the first conversation more useful without trying to solve everything in advance.
- What you need help with now
- Timing or deadlines you are aware of
- The records you already have
- The best way to reach you with follow-up questions
06SecurityHow to submit documents securely
A reminder to keep confidential information off public forms and call before sending sensitive documents.
- Do not send SIN or banking details through the public form
- Do not attach tax returns to a public message
- Call the office before sending sensitive documents
- Call us if you are unsure where to send a record
Keep confidential records secure
Public forms are for starting a conversation, not sending documents.
If you are unsure where a document should go, call 416-555-0147 before sending it.