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Client Onboarding & Tax Checklist

Manage your onboarding, payroll, bookkeeping, and tax filing requirements in one place with a secure and organized document submission process designed for a smooth accounting experience.

Business Onboarding


Payroll Onboarding Form

Please complete the payroll setup form.

Or Download Attatched Form Below To Submit

Incorporation Tax Return Checklist -T2

  • Incorporation Certificate
  • Business Number (BN)
  • ISC Profile
  • Most Recent T2
  • Owner ID & SIN
  • CRA Authorization
  • Bank Statements (All)
  • Sales Receipts
  • Expense Receipts
  • Fiscal Year Documents

Month to Month Bookkeeping Checklist

Personal Tax Return Checklist- T1


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