Resources

Year End Checklists & Information

Tax Organizer: A Checklist to ensure you have all receipts, income records, and tax documents that are needed to file your return. 

Year End Checklist

Bookkeeper Checklist

Checklists for Charities: CRA offers checklists to help with the responsibilities of operating a registered charity

2018 Year-End Tax Planning

Information on Updating Your Marital Status

What to Do Following a Death

Canada Revenue Agency (CRA) Forms

CRA Remittance vouchers

Request a New Business Number

New Housing Rebate Application (GST191)

Business Consent Form – for an accountant to represent you (RC59)

For more forms, links, and informational downloads visit Canada Revenue Agency

IRS Forms

IRS Federal Transcript