Personal tax checklist
Every slip, receipt and detail we typically need for your personal return.
Checklists & Pricing Sheets
Know exactly what to send us for your personal or corporate tax return — and what it costs — before you start.
- Free initial consultation
- No obligation or pressure
- Clear pricing discussion
Resources
Everything you need, in one place
Choose the checklist that matches your situation. Pricing sheets give you a clear idea of cost up front.
Personal tax pricing sheet
Clear, upfront pricing for personal tax filing, so there are no surprises.
Corporate tax checklist
The records we need for your T2 corporate tax return or NIL return.
Corporate tax pricing sheet
Clear, upfront pricing for corporate tax filing and related services.
Checklist
Tick off what you have
Work through the list at your own pace. Print it, save it as a PDF, or just send us what you have and we'll ask for the rest.
AoA Accounting & Financial Services · Personal Tax Checklist
(647) 861-9993 · info@aoaaccounting.com
(647) 861-9993 · info@aoaaccounting.com
Personal Tax Checklist
Gather what applies to you, tick it off, and send it to us by upload, email or at your appointment. Not sure whether something applies? Send it anyway and we will sort it out.
0 of 22 ready
You & your household
Income slips & records
Deductions & credits
Your ticks are saved on this device only, so you can come back later. We never see them until you send us your documents.
AoA Accounting & Financial Services · Corporate Tax Checklist
(647) 861-9993 · info@aoaaccounting.com
(647) 861-9993 · info@aoaaccounting.com
Corporate Tax Checklist
Use this list to prepare the records we need for your T2 return, whether your corporation was active or needs a NIL return. Send what applies and tell us about anything unusual that happened during the year.
0 of 19 ready
Corporation details
Financial records
Payroll, tax & ownership
Your ticks are saved on this device only, so you can come back later. We never see them until you send us your documents.
What happens next
From checklist to filed return
Clear, prompt and friendly. No complicated jargon, no long wait times.
Send what you have
Email your documents to info@aoaaccounting.com or bring them to your appointment. Partial is fine — we'll tell you what's missing.
We prepare your return
We review everything, look for every deduction and credit that applies, and prepare an accurate return.
You review, we file
Once you've approved it, we file on time and you get clear confirmation. Questions along the way? Just ask.
Schedule a Consultation
Not sure what applies to you?
Book a free consultation and we'll tell you exactly what to gather — no obligation, no pressure.
- Free initial consultation
- No obligation or pressure
- Clear pricing discussion