• Call us: (613) 736-6630
  • Email: info@hatinc.ca
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Client Check List

New Client Check List

At HomeTown Accounting and Tax Inc. we know you have questions about your tax filings. We want you to know that your questions and concerns about your taxes are important to us. We do our very best to work with you and your specific situations. Whether you are looking for tax advice, consultations or ways to maximize your personal or business returns we have the expertise to help guide you in the right direction. As a new client you might find yourself asking what you need to prepare in order for us to assist you the best ways we can. We have compiled a list of things that you can do as a new client to help us make sure we can maximize our efforts in working with you and your business. See the “things to get ready list” below so we can help you.

Things to Get Ready

  • Expense Receipts including internet receipts – sorted by source of payment: bank, credit card, business cash, and personal funds
  • Documents pertaining to the purchase, major repair, and sale of capital assets
  • Documents pertaining to lease agreements, financial loans, insurance or any contracts you have entered into.
  • Investment statements, bank statements including deposit slips and returned cheques, credit card statements including card payment slips, vendor statements
  • A cheque register would be helpful
  • A listing of all pre-authorized direct deposits and withdrawals on your bank and credit card statements
  • Vendor / supplier invoices both paid and unpaid
  • Listing of accounts payable would be helpful – even if it is just your best guess
  • Customer invoices and sales receipts issued including outstanding customer invoices
  • An accounts receivable listing would be helpful – even your best guess helps marking any doubtful accounts
  • Listing of all customer deposits and / or prepayments received
  • Inventory listing
  • All government correspondence and tax forms including GST/HST reports filed with CRA this year, notice of assessments, tax instalments, WCB and PST reports
  • Payroll information and reports including new employee information, payroll reports, PD7As, T4s and T4 summary