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Organize the following information and bring them along for your appointment: | T2 - Corporate Year End | - Full backup of your quickbooks data file (name.QBB) or an accountants copy (.QBA)
- GST return
- Bank statements and cancelled cheques
- Capital assets invoices (equipments, vehicles, etc)
- PD7A forms (payroll deduction forms)
- Summary of business expenses paid with personal funds which were not posted to QuickBooks.
- Business kilometers for personal vehicle used on behalf of the business
- Inventory on hand (products for resale)
- Loan statements if applicable
- Accounts receivable listing with any doubtful accounts indicated.
- Accounts payable listing
- Details of any shareholder advances to company not posted to QuickBooks.
| | T1 - Personal Tax Return | - T4 slips from employment
- T5 and T3 slips from investments
- CPP T4A slips
- OAS slips
- RRSP slips
- Medical receipts
- Charitable donations
- Self-employment income
- Renovation expenses (New - 2009)
- Rental income and expenses
- Address changes
- Date of any marital change
- Details of any moving expenses for moves over 40 kilometres
- Child care expenses
- Child support and alimony income/or payments
- Tuition receipts including 2202A from Educational institution
- Spouse’s net income.
- Details of sale of any investments; including descriptions, proceeds and cost.
- T2200 form completed by employer in order to claim employment expenses.
- Copy of prior year tax assessment notice received from CRA.
- Safety deposit box rental
- Accounting fees paid during year
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Client Information
