Tax Planning Checklist
Updated October 7, 2026 · Figures checked against official government pages on September 28, 2026 · Gondaliya CPA Professional Corporation, CPA Ontario Registered Firm 61330051
Use this checklist with our guide: Corporate Tax Cleanup & Tax Planning: How to Legally Reduce Your Corporate Taxes.
- Financial statements for the full year: profit and loss, balance sheet and cash flow records.
- The exported general ledger for the year.
- Bank statements for every business account for the period under review.
- Sales invoices you sent and expense receipts for the year.
- Payroll records: salaries, bonuses, deductions and remittance slips.
- Copies of past T2 returns and GST/HST returns filed with CRA.
- Accounting software data: an export or access to QuickBooks or Xero.
- Corporate documents: incorporation papers, any shareholder agreement and the NUANS name search, if you have one.
- Details of the corporation’s loans and credit lines.