The Get tax-ready checklist
Six steps on Home that set up everything you need for a smooth tax time.
On Home you'll see a small Get tax-ready chip with a count, like 3/6. Tap it to see the steps. Each step links to the place where you do it, and ticks itself off when it's done.
The steps
- Business details. Your name, province and business type.
- GST/HST set up. Tell us whether you charge GST/HST, and add your number if you do.
- Send your first invoice. See Send your first invoice.
- Snap your first receipt. Or import last month from your bank instead. See Snap a receipt and Import a bank CSV.
- Know your set-aside number. Open the Tax time page once to see what to put aside. See What to set aside, and why 25%.
- Add the app to your phone. So snapping a receipt takes seconds. See Add the app to your phone.
You can also find the checklist on the Help page.