Stay organized each month with our handy checklists.
Bookkeeping Cleanup Checklist
Behind on your books or unsure if everything is recorded correctly?
This checklist covers common cleanup areas such as unreconciled bank accounts, uncategorized transactions, missing receipts, payroll issues, GST/HST errors, old receivables, unpaid bills, and year-end adjustments.
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Best for: Businesses with messy, behind, or incomplete bookkeeping records.
Monthly Bookkeeping Checklist
Stay organized every month with a simple checklist of the key bookkeeping tasks every small business owner should review.
This resource helps you keep track of your bank statements, receipts, invoices, payroll records, GST/HST information, and month-end items so nothing important gets missed.
Best for: Business owners who want a simple monthly routine to keep their books clean and up to date.
Personal Tax Checklist
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This resource helps you gather items such as T4s, T5s, RRSP slips, donation receipts, medical expenses, childcare receipts, tuition slips, rent/property tax details, and other personal tax documents.
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Best for: Individuals and families preparing for annual personal tax filing.
Corporate Tax Year-End Checklist
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Corporate tax filing requires more than just a tax return.
This checklist covers bank statements, credit card statements, loan balances, payroll reports, GST/HST filings, accounts receivable, accounts payable, asset purchases, shareholder loan details, and bookkeeping reports.
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Best for: Incorporated businesses preparing for corporate year-end and T2 tax filing.
