Personal Tax Filing Checklist

✅ Personal Information

  • Full name and address

  • Social Insurance Number (SIN)

  • Marital status

  • Direct deposit information (if needed)

✅ Income Documents

  • T4 and RL-1 – Employment Income

  • T4A – Pension, Retirement, or Other Income

  • T5 – Investment Income

  • T3 – Trust Income

  • Rental income records

  • Self-employment income

  • Foreign income (if applicable)

✅ Tax Slips & Receipts

  • RRSP contribution slips

  • T2202 – Tuition receipts

  • Child care expense receipts

  • Medical expense receipts

  • Charitable donation receipts

  • RL-31 – Rent Receipt (if applicable)

  • Other Relevé slips (RL-2, RL-3, RL-8, etc., if applicable)

✅ Tax Deductions & Credits

  • Home office expenses (if eligible)

  • Union or professional dues

  • Moving expenses (if eligible)

  • Interest paid on student loans

  • Disability Tax Credit documents (if applicable)

✅ Other Documents

  • Previous year's Notice of Assessment (CRA)

  • Previous year's Notice of Assessment (Revenu Québec)

  • Property tax records (if applicable)

  • CRA correspondence

  • Revenu Québec correspondence

  • Any additional tax-related receipts

✅ Before You Submit

  • Review all income and deductions

  • Verify your personal information

  • Ensure all required T-slips and Relevé slips are included

  • Keep copies of your tax returns and supporting documents

Small Business Tax Checklist

✅ Business Information

  • Business name

  • Business Number (BN)

  • Quebec Enterprise Number (NEQ) (if applicable)

  • Business address and contact information

  • Fiscal year-end details

✅ Income Records

  • Sales and revenue records

  • Customer invoices

  • Business bank statements

  • Online payment records (Stripe, PayPal, Square, etc.)

✅ Business Expenses

  • Office supplies

  • Rent and utilities

  • Advertising and marketing

  • Vehicle and travel expenses

  • Meals and entertainment (eligible portion)

  • Equipment, machinery, and software purchases

  • Professional fees (accounting, legal, consulting)

  • Insurance expenses

✅ Payroll Information

  • Employee payroll records

  • T4 slips

  • RL-1 slips (Quebec employees)

  • Payroll remittances

  • Contractor payments

✅ GST/QST Records

  • GST/QST collected

  • GST/QST paid on business expenses

  • Previous GST/QST returns (if applicable)

  • GST/QST account information

✅ Financial Documents

  • Profit and Loss Statement

  • Balance Sheet

  • Business bank statements

  • Loan and interest records

  • Credit card statements (business)

✅ Other Documents

  • Previous CRA and Revenu Québec Notices of Assessment (if applicable)

  • CRA correspondence

  • Revenu Québec correspondence

  • Asset purchase records

  • Lease agreements (if applicable)

✅ Before You File

  • Reconcile your bank and credit card accounts

  • Review all income and expenses

  • Confirm your GST/QST information

  • Ensure payroll records are complete

  • Keep copies of receipts and supporting documents

Corporate Tax Checklist

Use this checklist throughout the year to help keep your corporation organized and prepared for tax season.

Financial Records

☐ Keep all income and sales records up to date.
☐ Reconcile business bank and credit card accounts monthly.
☐ Maintain accurate bookkeeping throughout the year.
☐ Store receipts and invoices for all business expenses.
☐ Separate business and personal transactions.

Expenses & Deductions

☐ Track office, rent, utilities, and insurance expenses.
☐ Record vehicle expenses related to business use.
☐ Keep records of travel, meals, and entertainment expenses.
☐ Document software subscriptions and professional fees.
☐ Record equipment and asset purchases for capital cost allowance (CCA).

Payroll

☐ Process employee payroll accurately and on time.
☐ Remit payroll deductions to the CRA and Revenu Québec.
☐ Prepare T4 and RL-1 slips before the annual deadline.
☐ Keep payroll records for all employees and contractors.

GST/HST & QST

☐ File GST/HST returns on time.
☐ File QST returns on time.
☐ Reconcile collected and paid sales taxes regularly.
☐ Keep supporting documents for all tax filings.

Corporate Tax Planning

☐ Review shareholder salary and dividend strategy.
☐ Identify available federal and Quebec tax credits.
☐ Review capital asset purchases before year-end.
☐ Consider tax-saving opportunities before your fiscal year ends.

Year-End Preparation

☐ Prepare year-end financial statements.
☐ Review accounts receivable and payable.
☐ Record inventory (if applicable).
☐ Verify depreciation schedules for business assets.
☐ Ensure all bookkeeping is complete before year-end.

Filing & Compliance

☐ File your corporate income tax return before the deadline.
☐ Pay any balance owing on time to avoid penalties and interest.
☐ File the Quebec corporate income tax return if required.
☐ Keep corporate tax records for at least six years.

A well-organized corporate tax checklist helps reduce errors, improve cash flow, and ensure your business remains compliant with both the Canada Revenue Agency (CRA) and Revenu Québec.