Which small business documents do I need to keep?

Learn which documents you need to hang onto for tax purposes.

Keep these safe in digital and physical forms: 

  1. Prior year tax returns
  2. Notice of assessment (NOA) 
  3. Corporate annual return
  4. Property transactions
  5. Stocks and investments
  6. Professional and union dues
  7. Mortgage statement
  8. Official donation tax receipts
  9. RRSP contribution slips
  10. Tuition and student loan forms and bills
  11. Daycare, day home and nanny bills
  12. Health insurance and medical expenses
  13. Separation, divorce and support agreements
  14. Disability tax credit certificate
  15. Moving expenses
  16. Foreign income statements
  17. T slips