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
A PDF freezes the day you downloaded it; when a threshold or deadline changes, your copy silently keeps the old figure. A page is corrected at the source, shows its review date, and links each line to the guide behind it.
Gated checklists get downloaded once and lost. These live at stable URLs, stay current when rules change, print cleanly (Ctrl/Cmd+P) and can be shared with a bookkeeper or partner by link. For reminders instead, the deadline reminder service covers the calendar side.
A checklist is what a routine looks like written down; the engagement these checklists come out of is the routine itself.