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Year-End Accounts Checklist 2026

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  1. Click ‘Get Form’ to open the Year-End Accounts Checklist in our 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. Proceed to the Revenue section. Answer each question regarding funds received, deposits, and any work in progress. If applicable, provide additional details for any 'Yes' responses.
  4. Move on to the Expenses sections. Carefully review each question related to general expenses, payroll, motor vehicle usage, and home office deductions. Ensure you provide detailed explanations where necessary.
  5. Complete the Assets and Liabilities sections by answering questions about capital assets sold or disposed of during the year and any loans taken out.
  6. Finally, review all your entries for accuracy before submitting the form. Make sure you agree with the terms outlined at the end of the document.

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