Client Documents
Download the checklist that matches your situation, gather what it lists, and send it across. Knowing what we need before you start saves a round of emails and gets your return filed sooner.
Everything we need to prepare your personal return: which slips to gather, deductions and credits to look for, key deadlines, and what slows a return down. Covers employment, self-employed and gig income, rental property, investments, and home purchase or sale.
The full year-end package for incorporated clients: corporate records, bank and loan statements, sales and payables, inventory and capital assets, GST/HST, payroll, and shareholder items. Includes the filing and payment deadlines, which are not the same date.
A working form plus employer guide. Part 1 sets up your payroll, Part 2 adds a new employee, Part 3 is what we need before each pay run. Also covers the deductions we remit, employer deadlines, and what to do when an employee leaves.
A note on these documents
These checklists are general guidance for PPND clients. They are not tax, legal, or accounting advice for your particular situation, and they are not a complete statement of the law. Deadlines, rates, and thresholds change each year. If anything is unclear or your circumstances are unusual, contact us before you file.
In preparation