Chartered Professional Accountant located in Oakville

Corporate Year End Tax Preparation Document Checklist

Scott Gray CPA, CMA is a chartered professional accountant. He and his team are available to act as your corporate tax accountant helping your business with all the in’s and outs of corporate tax preparation. We service businesses in Oakville, Burlington, and the surrounding areas.

Here is a list of documents required:

Accounting reports:

  • Income Statement / Profit & Loss for the fiscal year
  • Balance Sheet as at Year end date
  • Trial Balance as at Year end date
  • Accounts receivable summary listing as at Year end
  • Accounts payable summary listing as at Year end date
  • Summary of Revenue by Customer

Additional Documentation: (fiscal year end month only)

  • Bank statements and reconciliation for all Corporate accounts
  • Credit Card statements and reconciliation for all Corporate accounts
  • Bank loan statements at Year end date
  • Mortgage statements at Year end date
  • HST filings for the fiscal year

Copies of supplier invoices for new purchases of:

  • Equipment
  • Vehicles
  • Computers
  • Furniture

Prior Year:

  • Corporate Tax return
  • Notice of Assessment

Questions Asked and Answered about Corporate Tax

Scott Gray, CPA, Professional Corporation

A18 – 481 North Service Rd. W. Oakville, ON L6M 2V6 Phone: 905-847-9944 Fax: 905-469-6178