Management of your original Documents:

All original source documents:

• Envelopes

• Invoices

• All forms and receipts

• All other source of paper information you sent us, are returned at the end of your business year after all applicable tax returns have been filed.

  • Personal Tax

  • Corporation Tax (if business is a Corporation)

This information when received is to be be stored in the format provided until required to support future audits. 

The original source documents we send you, are returned in special document storage briefcase, batched, numbered and labeled by General Ledger (GIFI) chart-of-accounts.

In addition, there will be a copy of the business year-end operating statement, including a special GST/HST audit support detail report by expense category and summary to support GST/HST returns filed for the year.

Included will be a copy of the return filed with the CRA return received confirmation number.

As part of the document return procedure, is our document storage cover letter regarding CRA's record retention requirement.

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