The Year-End Readiness Checklist is a practical tool for small business owners who want to get organized before tax preparation begins.
Instead of leaving year-end until the last minute, this checklist helps you review the parts of your records that matter most: income, expenses, bank and credit card statements, GST/HST, major purchases, payroll where applicable, and the documents your accountant is likely to ask for.
It is designed to help you:
- confirm that your records are complete
- identify missing receipts or unclear transactions
- reconcile accounts before filing starts
- flag anything that needs review
- prepare your year-end information in a cleaner, more usable way
This is not a filing tool. It is a readiness tool. The goal is to help you catch problems early, reduce avoidable stress, and make year-end easier to manage before it becomes urgent.
Use it as your final review before tax preparation so you can move into filing season with clearer records, better questions, and fewer surprises.
Educational only. Not tax, accounting, or legal advice.
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