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Free checklists
Checklists — print them, pin them, actually use them
Reviewed by EverStone CPA · August 2026
Quick answer: Six working checklists, free and printable, no email address required: year-end documents, monthly bookkeeping, incorporation, new-corporation setup, CRA audit documents and the January owner reset.
Pick the one that matches this month
- Year-end document checklist — what your accountant actually needs for the T2 and statements, so the year-end takes one handoff instead of six emails.
- Monthly bookkeeping checklist — the recurring routine that keeps reconciliations boring and year-end cheap.
- Incorporation checklist — deciding whether and when; pairs with the incorporation savings calculator.
- New-corporation setup checklist — the first-90-days list: CRA accounts, payroll registration, the year-end election and the rest.
- CRA audit document checklist — what to gather when CRA writes, before deciding anything; pairs with the letter decoders.
- January owner checklist — the annual reset: T-slips, instalments, rate changes and the items that only exist in January.
Why these are pages, not PDF downloads
Checklists behind email gates get downloaded once and lost. These live at stable URLs, stay current when rules change, print cleanly (every one is print-styled — Ctrl/Cmd+P), and can be shared with a bookkeeper or business partner by sending a link. If you want reminders instead of checklists, the deadline reminder service covers the calendar half of the same problem.
Common questions
Are these really free? What’s the catch?+
Free, no email address, no gate. The reasoning is commercial but honest: owners who run tidy checklists make better clients, and some fraction of readers eventually want the filings done by whoever wrote the checklist.
Will these stay current?+
Yes — that is the point of them being pages rather than PDFs. Each carries a reviewed date, and anything tied to figures links to a sourced reference page rather than baking numbers into the checklist.
Want the list handled instead of printed?
Email what you’re working through — year-end, setup, catch-up — and we’ll tell you which parts you can skip entirely.
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