What You Should Bring to Us

For General Bookkeeping:

• Bank statements.
• Prior year tax returns and financial statements.
• Credit card and loan statements.
• Documentation / statements from CRA (re: GST, Payroll, etc.)
• Documentation / statements from Alberta Finance if Incorporated.
• Receipts for purchases.
• Invoices and lease statements.
• Investment statements if company holds investments in its name.
• Other legal agreements resulting in ongoing financial obligations.

For Year End:

• Prior year tax return.
• Prior year financial statements.
• If Incorporated, your Minute Book.

For Personal Taxes:

• Prior year tax return.
• T-slips related to tax year (e.g. T4, T5, T3).
• Deduction receipts related to tax year (e.g. child fitness, childcare, RRSP contribution).
• Prior year tax assessment notice.