Bank Records
  • Bank statements and cancelled cheques
  • Credit card statements if used for business purposes
  • Deposit books and ATM slips
  • Cheque stubs
  • Visa/MasterCard statements if you accept credit cards
Supplier Invoices & Receipts
  • All invoices that you have paid
  • Invoices that have to be paid
  • Cash receipts
  • Household expenses i.e. rent/mortgage, utilities etc.
  • What is the percentage of space used for business?
Sales
  • Copies of invoices/sales receipts
  • List of customers that owe you money; if you have one
Revenue Canada Accounts
  • Business Account Number
  • GST Account Number if registered
  • Copy of last GST remittance
  • Payroll Account Number if registered
  • Copy of last Source Deduction Remittance

If we need more backup information we will let you know.



BAGS & BOXES
If you don't have time to go through your records, we do  accept them in bags and boxes.   We will organize everything for you - just drop them off.
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