Year-End Accounts Checklist 2026

1. Click ‘Get Form’ to open the Year-End Accounts Checklist in the editor.
2. Begin by entering your Business Name and CRA Business Number at the top of the form. This information is crucial for identification purposes.
3. In the 'Completed By' section, ensure you provide your name and certify that all information is accurate. This declaration is important for compliance.
4. Proceed through each section methodically, starting with Revenue. Answer each question regarding funds received and deposits, ensuring you provide additional details if any answer is 'Yes'.
5. Continue to the Expenses sections, addressing General, Payroll, Motor Vehicle, Home Office, Bank Accounts, and Liabilities. Be thorough in your responses to avoid tax consequences.
6. For Corporations Only section, confirm any changes in share structure or directors as required.
7. Finally, review your answers and attach any necessary documents listed at the end of the checklist before submitting.

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