Who it’s for
What’s included
- Recording income and expenses
- Bank and credit card reconciliations
- Monthly or quarterly reports
- Clear, structured financial statements
- Year-end preparation
- Organized supporting documents
Documents to prepare
Tick them off as you go. Nothing is saved or sent.
Missing a document? Call us and we’ll guide you.
Dates to watch
- Based on your periodGST/QSTMonthly, quarterly or annual returns, generally due one month after the period ends.
- 6 months after year-endCorporations (T2 & CO-17)Corporate return due. The balance is generally payable sooner, 2 or 3 months after year-end.
Frequently asked questions
How often should bookkeeping be done?
Monthly or quarterly, depending on your volume of transactions. Up-to-date books make your Definition: GST Goods and Services Tax, federal (5%). See the glossary/Definition: QST Quebec Sales Tax (9.975%). See the glossary returns easier and avoid the year-end rush.
How long do I need to keep my receipts?
As a rule, six years from the end of the tax year they relate to, for both the Definition: CRA Canada Revenue Agency: the federal tax authority. See the glossary and Revenu Québec.
Can I send you my documents as photos?
Yes. Photos, email or paper at the office: we adapt. We then organize your records so they’re easy to find.
