Corporate tax · Bookkeeping · HST · Ontario (416) 984-4007   [email protected]

Free tool · Ontario

Accountant checklist: twelve things yours should be doing

Twelve things worth having from an accountant if you run an incorporated business in Ontario. Each one is drawn from something we have found on a file arriving from somewhere else. Tick what you already get and see what is missing.

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You scored

The gaps, and why each one matters:

    Scoring low does not necessarily mean anything was filed incorrectly. It usually means the compliance is being done and the planning is not.

    Book a free 20-minute call What changing accountants involves

    Estimate only, based on the assumptions listed below this tool. General information, not tax advice for your situation. Confirm your own position, or ask us, before acting on it.

    What a second opinion actually involves

    Twenty minutes, free, no pitch. We look at what is being done now, tell you what we would do differently, and tell you if the answer is nothing. That last one happens and we would rather say it than take on a file we cannot improve.

    If you want to bring something to the call, last year's T2 and notice of assessment is the single most useful document.

    Missing more than a few?

    Bring last year's T2 and notice of assessment to the call and we will tell you what we would have done differently, including if the answer is nothing.