A Practical Corporate Tax Readiness Checklist
From reconciliations to supporting schedules, here is a concise checklist teams can use before filing season.
Start with complete year-to-date books: bank and credit card reconciliations, fixed asset schedules, and loan balances that tie to statements.
Gather supporting documents for significant estimates—meals and entertainment, mileage, home office, and related-party transactions—before your accountant asks.
Confirm instalment history and prior-year carryforwards are documented. Early alignment with your preparer reduces filing stress and surfaces planning opportunities.