Small Business Return Checklist

Client Name:

Business Name:

Business Address:

Type of Business:

REVENUE

Sales (before GST):

GST Collected:

COST OF SALES

Opening Inventory:

Closing Inventory:

Direct Wages:

Purchases:

Subcontracts:

Other Direct Costs :

EXPENSES

Accounting and Legal:

Advertising:

Dues, Licenses, Memberships, Taxes:

Insurance:

Meals and Entertainment:

Office Expenses:

Rent:

Salaries and Wages:

Telephone:

Travel:

Utilities:

Other (provide description):

BUSINESS USE OF HOME

Square Footage of office Sq.Ft:

Total square footage of home Sq.Ft:

Electricity:

Heat:

Insurance:

Maintenance:

Property taxes:

Other (Provide description):

VEHICLE EXPENSES

Vehicle type:

Vehicle purchased year:

Opening UCC:

Kilometers traveled for business:

Total kilometers traveled:

Fuel:

License and registration:

Maintenance and repairs:

Leasing:

Other expenses (Specify):

Parking fee:


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