Checklists — print them, pin them, actually use them

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

A PDF is a snapshot of the day it was downloaded. When a threshold moves or a deadline shifts, the copy on your desktop keeps the old figure and nothing tells you. A page is corrected at the source, carries the date it was last reviewed, and links to the guide behind each line so you can check the reasoning rather than trust the tick.

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.

A checklist is what a routine looks like written down; the engagement these checklists come out of is the routine itself.