LCT Accounting Services

Tax-Ready Checklist – Quick Reference

 

Monthly

• ☐ Upload and store receipts

• ☐ Categorize transactions correctly

• ☐ Reconcile bank & credit cards

• ☐ Review uncategorized items

 

Quarterly

• ☐ File GST/HST returns

• ☐ Confirm payroll remittances

• ☐ Review large or unusual transactions

 

Annually

• ☐ Review books before year-end

• ☐ Confirm capital assets & depreciation

• ☐ Organize contracts and invoices

• ☐ Retain CRA notices and tax returns

 

📌 CRA requires records be kept for at least 6 years.

Linda Trafford, CPA, CGA
LCT Accounting Services
📞 647-323-7384 |

✉️ linda@lctaccounting.com
🌐 https://lctaccounting.com