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Small Business Client Year-End Checklists You should prepare for your year-end BEFOREHAND. A business is required to file tax returns 6 months after the year-end though for business reasons you should complete your financial statements within 3 months of the year-end. To facilitate preparing your year-end financial statements and tax returns, you should have the following business records ready: Ledgers or a copy of your electronic data Cheque stubs and deposit books Bank statements and cancelled cheques, including the month after your year-end Inventory listing, Accounts Receivable listing, Accounts Payable listing Any documents pertaining to purchases of new assets Finance contract and loan agreements and information Payroll records (if cheques are net) GST remittance forms for all quarters Source deduction remittance form for the last month of the fiscal year Your lawyer's name and/or a copy of the minute book Home | Services | Staff | Clients | Classroom | Client Forms | Careers | Privacy Policy News | Checklists | Newsletter | Contact Us News Update on our new offices Renovation photos The Canada Revenue Agency revokes the charitable status of The Children's Emergency Foundation Tips for self-employed individuals Important dates for Businesses Everything students need to know about taxes New Rules on Withdrawals from Locked-In Retirement Savings Accounts More News