---
title: "Free Small-Business Tax & Bookkeeping Checklists | EverStone"
url: https://www.everstonecpa.com/checklists
description: "Six printable checklists for Canadian small businesses: year-end documents, monthly bookkeeping, incorporation, CRA audits and January. Use them."
type: tool
updated: 2026-10-02
faq_count: 3
publisher: EverStone CPA Inc., a Chartered Professional Accountant firm registered with CPA British Columbia and CPA Alberta
service_area: British Columbia, Alberta, Ontario and Manitoba
language: en-CA
contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online
---

[Home](https://www.everstonecpa.com/) Checklists

Free checklists

# Checklists — print them, pin them, actually use them

Updated 2 October 2026

**Quick answer:** Six working checklists, free and printable, no email address required: [year-end documents](https://www.everstonecpa.com/year-end-document-checklist), [monthly bookkeeping](https://www.everstonecpa.com/monthly-bookkeeping-checklist), [incorporation](https://www.everstonecpa.com/incorporation-checklist), [new-corporation setup](https://www.everstonecpa.com/new-corporation-setup-checklist), [CRA audit documents](https://www.everstonecpa.com/cra-audit-document-checklist) and the [January owner reset](https://www.everstonecpa.com/january-owner-checklist).

## Pick the one that matches this month

- [Year-end document checklist](https://www.everstonecpa.com/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](https://www.everstonecpa.com/monthly-bookkeeping-checklist) — the recurring routine that keeps [reconciliations](https://www.everstonecpa.com/blog/bank-reconciliation-why-it-matters) boring and year-end cheap.

- [Incorporation checklist](https://www.everstonecpa.com/incorporation-checklist) — deciding whether and when; pairs with the [incorporation savings calculator](https://www.everstonecpa.com/incorporation-calculator).

- [New-corporation setup checklist](https://www.everstonecpa.com/new-corporation-setup-checklist) — the first-90-days list: CRA accounts, payroll registration, the year-end election and the rest.

- [CRA audit document checklist](https://www.everstonecpa.com/cra-audit-document-checklist) — what to gather when CRA writes, before deciding anything; pairs with the [letter decoders](https://www.everstonecpa.com/cra-letter-t2-review).

- [January owner checklist](https://www.everstonecpa.com/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](https://www.everstonecpa.com/deadline-reminders) covers the calendar side.

A checklist is what a routine looks like written down; [the engagement these checklists come out of](https://www.everstonecpa.com/accounting-services) is the routine itself.

## Common questions about checklists

**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. [Ask about your case →](https://www.everstonecpa.com/quick-question)

**Can I share or reuse them for my clients?**

Share the links freely — bookkeepers do. For reproducing the content inside your own materials, email us first; the answer is usually yes with attribution.

**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.

## Checklists, tools and hubs

[Running a business from home: what it does to the principal residence exemption](https://www.everstonecpa.com/blog/principal-residence-exemption-business-use)
[Which statements do you actually need? Ask who is reading them.](https://www.everstonecpa.com/compilation-or-review-what-you-need)
[CRA reviews and audits: what actually triggers them and how to respond](https://www.everstonecpa.com/blog/cra-review-audit-small-business)
[Incorporation checklist](https://www.everstonecpa.com/incorporation-checklist)
[CRA audit document checklist](https://www.everstonecpa.com/cra-audit-document-checklist)
[GST/HST filing tracker Keep the periods and dates straight](https://www.everstonecpa.com/gst-hst-filing-tracker)
[Year-end hub The full year-end sequence](https://www.everstonecpa.com/year-end-hub)
[All calculators and tools](https://www.everstonecpa.com/tools)
[Resources](https://www.everstonecpa.com/resources)

---
Source: https://www.everstonecpa.com/checklists
Prices: https://www.everstonecpa.com/pricing · Contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online