Free Tax Filing Checklists
Download the same checklists Taxxel gives every client. Personal tax, business bookkeeping, corporate year-end, and newcomer benefits — organized, clear, and free.
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Free Tax Filing Checklists
Download the checklists used by Taxxel clients to organize their documents before filing.
2025 Tax Year
Personal Tax Checklist
Everything you need to file your T1 personal return. Employment income, RRSP, medical expenses, charitable donations, rental income, and more.
- T4 employment income slips
- RRSP contribution receipts
- Medical expense receipts
- Charitable donation receipts
- T3/T5 investment slips
- Rental income and expense records
Monthly & Annual
Business Bookkeeping Checklist
The essential records every Canadian small business needs for clean books, accurate HST filing, and a painless year-end.
- Bank and credit card statements
- All invoices issued to clients
- All supplier and vendor receipts
- Vehicle log and fuel receipts
- Payroll records and T4s
- HST collected and ITCs
T2 Return Preparation
Corporate Year-End Checklist
What your incorporated business needs to prepare for year-end. Minimize surprises at T2 time with this organized checklist.
- Fiscal year-end financial statements
- All corporate bank statements
- Shareholder loan balance
- Dividends and salary paid
- Fixed asset additions and disposals
- Prior year T2 return for reference
New to Canada
Newcomer Benefits Guide
A plain-language guide to every federal and provincial benefit available to newcomers in their first years in Canada.
- Canada Child Benefit (CCB)
- GST/HST credit enrollment
- Ontario Trillium Benefit
- First-year filing requirements
- Worldwide income reporting
- SIN, ITIN, and CRA registration
Free Resource
Download Your Checklist
Ready to File?
Got your documents organized? Let's file.
Once you have your paperwork together, filing with Taxxel is simple — upload your documents, we handle the rest.