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Tax Preparation Checklists

Take a moment to review these essential items before your tax filing. Proper organization is the key to a seamless and accurate Accounting and Tax Service experience.

Personal Income Tax Filing Checklist

Personal Income Tax Filing
Checklist

T4, T5, Medical Expenses, Donation Receipts, Tuition, Investment Gains/Losses

Self-Employed & Freelancer Tax Checklist

Self-Employed & Freelancer
Tax Checklist

Revenue/Expense Tracking, Eligible Deductions, GST/PST Filings

Corporate Accounting & Management Checklist

Corporate Accounting & Management Checklist

Monthly Bookkeeping, Payroll, GST/PST, T2 Corporate Tax Returns

Estate & Gift Tax Pre-Planning Checklist

Estate & Gift Tax Pre-Planning
Checklist

Asset Transfers, Business Shares

Foreign Asset (T1135) Reporting Checklist

Foreign Asset (T1135)
Reporting Checklist

Foreign Bank Accounts, International Real Estate, Foreign Stocks

Rental & Investment Income Checklist

Rental & Investment Income
Checklist

Rental Income, Mortgage Interest, Property Tax, Repairs, Stock Trading

Let's start your tax and accounting journey with WOORI.