Tax & Accounting Services

Invoices
Payables
Cash receipts
Cheque stubs / Cheque duplicates
Bank Statements
Deposit books
Visa/MC/Amex deposit statements
Payroll records
Physical Inventory Count
Vehicle Logbook
Previous year’s Financial Statements
Accounts payable and accounts receivable
Employees year – to – date information
Do you have a business number?: YES_____ NO_____
Do you have a PST Number?: YES_____ NO_____
GST/WCB/ Source Deductions Returns
Equipment purchase (over $200.00)
Copies of loan agreement
Copies of rental agreement
Copies of lease agreement
Copies of mortgage agreement
Customer List
Vendor List
Budget Information
Backup of your accounting file
Anything that you feel is pertinent in completing your books

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