Compliance Checklists

Year-End Tax Preparation Checklist

Year-End Tax Preparation Checklist

Get ahead of tax season with a structured checklist designed for Canadian small business owners. This free resource helps you organize financial records, reconcile accounts, and prepare essential year-end filings such as T4s, T5s, and T2 returns. It also covers expense reviews, adjusting journal entries, and how to ensure your bookkeeping aligns with CRA requirements.

GST/HST Filing Requirements by Province

GST/HST Filing Requirements by Province

Understand how Goods and Services Tax (GST) and Harmonized Sales Tax (HST) apply across Canada — from Manitoba and Alberta to Ontario and the Atlantic provinces. This guide explains registration thresholds, filing deadlines, provincial variations (PST/QST), and how to handle multi-province or online sales. Learn when to collect, how to remit, and what to do if your business operates in more than one province.

Cannabis Business Startup Compliance Guide

Cannabis Business Startup Compliance Guide

Starting a cannabis business in Canada involves more than licensing. This comprehensive guide walks you through excise tax obligations, Health Canada reporting, inventory tracking, and bookkeeping standards unique to the cannabis industry. You’ll also learn how to structure your business, manage cash flow in a cash-heavy environment, and stay compliant with CRA and excise audits.

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CRA Audit Preparation Checklist

A CRA audit doesn’t have to be stressful — if you’re prepared. This checklist outlines every document and record you should have ready, from invoices and payroll reports to bank reconciliations and tax filings. Learn what triggers an audit, how to communicate effectively with CRA auditors, and the best practices to minimize reassessment risk.