Canadian Corporate Onboarding & Bookkeeping
Federal & provincial business documents required for corporate accounting and GST/HST filing.
Checklist Items (5)
Standard document slots included when you send this request to a client.
Certificate & Articles of Incorporation
Federal (Corporations Canada) or Provincial Certificate of Incorporation.
CRA Business Number (BN) & GST/HST Confirmation
Official registration notice showing your 9-digit BN and RT/RC program accounts.
Last 3 Months Corporate Bank & Credit Card Statements
Complete statements for all business operating accounts.
Prior Year Corporate Tax Return (T2) & Notice of Assessment
Complete filed return and CRA corporate assessment notice.
Director & Shareholder Registry
List of directors and beneficial owners holding 25% or more equity.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.