Corporate Year End Tax Preparation Document Checklist

A.M.I. CPA Professional Corporation is a full-service accounting firm. Ahmad and his team are available to act as your corporate tax accountants, helping your business with all the ins 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 of the Year-end date
  • Trial Balance as of the Year-end date
  • Accounts receivable summary listing as of year-end
  • Accounts payable summary listing as of 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

A.M.I. CPA Professional Corporation

A18 – 481 North Service Rd. W. Oakville, ON L6M 2V6

Phone: 905-847-9944 Fax: 905-469-6178