Year End Requested Items

Thank you for collecting and organizing your year end items. Please use the checklist below to arrange your documents and notify us of which items will be required for your year end submission.

There are two important deadlines to remember:

  • If there are taxes owing, interest on the unpaid balance starts on the first day of the fourth month after the year end;
  • Penalties are incurred on unpaid taxes which are not filed within six months.

As we require a minimum of four weeks to prepare year ends, please keep this in mind as the above dates approach. Please note, work is completed in the order that documents are received.

To access a PDF version of this checklist, click here. Bring in, or safely and securely upload only the documents indicated below.

Upload Files Here

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