tax guides and checklists

Tax Guides & Checklists

GTA Accounting is happy to provide a wide variety of tax guides and checklists to help you with personal taxes, corporate taxes and more.

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Tax Guides

GTA Accounting is a highly rated CPA Firm in Toronto

It is the highest-rated accounting firm in North America with over 1100 5-star verified Google reviews across all locations. GTA Accounting has also won awards on Clutch 2 years in a row, featured in the Toronto Star and is one of the Best Companies for 2022 on "ThreeBest Rated".

Tax Planning

Corporate Tax Plan

This allows us to estimate your lifestyle and your investment goals. Based on this checklist we will do Tax Planning for you so that you have more money in your pocket to invest in your financial goals.

Corporate Tax

T2 Corporate Tax Return

A document that helps you assemble your financial information for us to prepare your corporate income tax return and file it with the CRA.

RC59 – Business Authorization

The information you provide on this form will help us generate CRA Authorization which will allow us to work with CRA on your behalf.

T5 Corporate Tax Checklist

We need this document to be filled by the director of corporation who wants us to issue T5 slips for its shareholders.

Corporate Tax Process Guide

Explains the 5 step process that GTA Accounting follows in completing your corporate tax return and we’ve also enlisted all important documents that you can expect to receive from us at the end of your tax filing process.

New Corporation

RC59 – Request for Business Number

A document that requires you to provide us preliminary information related to your business so that we may apply for your Canadian Business Number with the CRA.

New Incorporation Checklist

Used to provide GTA Accounting basic information in order to incorporate your business. It allows us to know whether you want number or name company and if you want to incorporate provincially or federally.

Business Startup Kit

GTA Accounting has compiled this guide to help new start ups understand their obligations with CRA and how to organize the business so that they have smooth operations and no surprises from CRA.

CRA Payment Guide

CRA Payment Guide

GTA Accounting has prepared a complete set of guidelines on the payment instructions to the CRA for tax filers.

Rental Agreement

Residential Lease Agreement

A standard format that can be used by the landlord to lease residential units to their tenants.

Personal Taxes

Canadian Personal Tax Return

We need this checklist to be filled by those individuals who want us to prepare and file their personal taxes with the CRA. It captures basic identification info and helps in organizing all personal slips, income and expenses.

2024 Canadian Tax Changes

There have been several changes for self-employed individuals for the 2024 tax returns. This PDF will provide all the details.

U.S. Personal Tax Return

We need this information sheet to be filled by those individuals who want us to prepare and file their US personal Taxes with the IRS. It captures basic identification info and helps in organizing all personal tax slips, income and expenses.

2024 U.S. Personal Tax Changes

2024 has brought many changes to filing taxes in the United States. Discover what you need to be aware of when filing your U.S. taxes

Family Trust Checklist

This checklist requires you to produce such information that is necessary to establish a Family Trust.

T2062 Checklist

We need this checklist to fill out by the non-residents of Canada who want us to acquire a Certificate of Compliance related to the disposition of taxable Canadian property.

Tax Based Treaty Checklist

When you want to file a treaty-based tax return, all you need to do is to assemble the information that is mentioned in this checklist and we will file this return for you.

Voluntary Disclosure Program Checklist

GTA Accounting has prepared a detailed checklist of the Voluntary Disclosures Program (VDP). We will use this information to correct a previously filed incorrect tax return.

Non-Resident Taxes

ITN Application for Non-Residents

We prepare an Individual Tax Number (ITN) application for non-residents; they fill out this form and return it to us with all required documents.

Non-Resident Rental Guide

GTA Accounting has prepared a comprehensive document as a guideline for non-residents who own rental properties in Canada. This guideline can further be used in explaining how to file non-resident taxes with the CRA.

Section 216 Checklist

We have prepared a checklist for non-residents that we need them to fill out so that we may file section 216 return on their rental property income in Canada.

NR4 Pro Forma Letter Checklist

We need this checklist to be filled by non-residents, in case they don’t have NR4 slips, we will prepare NR4 Pro Forma letter and annex this letter along with the section 216 return.

Meet Our CPA

steven matos toronto cpa

Steven Matos, CPA, CA

Principal

steve@gtaaccounting.ca

Nathan Kazmierski cpa toronto

Nathan Kazmierski, CPA

Tax & Assurance Partner

k.nathan@gtaaccounting.ca

Sukhdeep Thind, CPA, GTA Acclunting

Sukhdeep Thind, CPA,
CGA, FCCA

Auditing, External CFO

deep@gtaaccounting.ca

sohail afzal toronto cpa

Sohail Afzal, CPA,
CMA, MBA

Tax Accounting Partner

sohail@gtaaccounting.ca

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FEATURED INDUSTRIES WE SERVE

accounting for small business

Small Business Accounting

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Accounting for Restaurants

accounting for self-employed individuals

Self Employed Individuals

accounting for startups

Accounting for Startups

Our Locations

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Suite #504 - 260 Spadina Ave.,
Toronto, ON M5T 2E4

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Unit 501 – 250 Consumers Rd,
North York M2J 4V6

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Unit 101, 1056 Wilson Ave,
North York, ON M3K 1G6

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5770 Hurontario St Unit 102,
Mississauga, ON L5R 3G5