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.
For sole proprietors, freelancers, contractors and platform drivers. What counts as revenue, which expenses you can claim, vehicle logs and home office, the CPP and instalment surprises, and the June 15 filing trap that still costs interest from May 1.
When the $30,000 threshold obliges you to register, when it does not protect you, and what registering voluntarily is worth. Filing frequency, deadlines, input tax credits and the invoice details the CRA requires, the Quick Method, and which rate to charge across provinces.
Your first Canadian return. Residency for tax purposes versus immigration status, what to report from your date of arrival, valuing your assets on entry, foreign property reporting, double-tax relief, and the benefits that need an application rather than a filed return.
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