As clients, you are liable to provide related information to Hope Canada Tax. If you cannot find all of the information required, don''t worry, we will help you to figure out.

1. Bookkeeping

You should provide the following documents:

A. Sales record;
B. Invoices, include but not limited to:
- Purchases;
- Equipment;
- Advertising;
- Rent;
- Telephone;
- Office;
- Property tax;
- Electric (Hydro) and heating (Enbridge);
- Motor vehicle expenses (gas, repair, insurance and parking).
C. Bank statements;
D. Cancelled cheques (Banks will return all of cheques issued by companies when cashed).


2. Wages and Deductions

You should provide the following documents:

A. Name of employee;
B. Address of employee;
C. Employee’s social insurance number;
D. Pay standards such as hourly pay or monthly pay, and frequency of payment such as bi-weekly or monthly.


3. GST and HST

You should provide the documents same as bookkeeping.


4. Year-end Closing

You should provide the documents same as bookkeeping.


5. Financial Report

You should provide the documents same as bookkeeping.


6. Corporation Tax

Besides the documents needed for bookkeeping, the following information is necessary:

A. Corporation name;
B. Business number;
C. Business address and mailing address;
D. Date of incorporation;
E. Ontario corporation tax account number;
F. Ontario corporation number;
G. Shareholder’s name, address, social insurance number and percentage of shares.


7. Business Registration

A. Proposed business name. You’d better prepare 2 to 3 names in case of duplication with others;
B. Business address (You may use your home address if you do not have any others);
C. Business activities;
D. Shareholder’s name, address and social insurance number;
E. Contact name and telephone number.