Please make sure to provide "Notice of Assessment", copy of your last year Corporate Tax Return & Financial Statements.
| 1 | First and last pages of the registration documents (Articles of Incorporation) | |
| 2 | Full address, telephone number for corporation and owners | |
| 3 | Business Number (GST number) __________________________________ | |
| Ontario Corp. Tax Account Number ________________________________ | ||
| Ontario Corporation Number ______________________________________ | ||
| 4 | Shareholders Names ___________________________________________ | |
| Social Insurance Numbers _______________________________________ | ||
| % of shares owned & type ______________________________________ | ||
| 5 | Incorporation Date _____________________________________________ | |
| Corp. Year End ________________________________________________ | ||
| 6 | Bank statements, cancelled cheques | |
| 7 | All sales invoices | |
| 8 | All purchase invoices | |
| 9 | All other bills & any significant contracts | |
| 10 | All GST, PST, Payroll, WSIB, etc.. reports filed during the tax year | |
| 11 | List of all personal bank deposits | |
| 12 | List of equipment purchased and/or sold |
Please include any other documents that could be relevant to the preparation of the tax return.
If you have any questions please contact us at (416) 226-2921
