S&S BOOKKEEPING AND TAX SERVICES
FIRST CONVERSATION CHECKLIST

Tax
[ ] Tax year and type of return
[ ] Available income slips, such as T4s or T5s
[ ] Previous return or notice of assessment, if available
[ ] Questions and filing deadlines

Bookkeeping
[ ] Business type and accounting software
[ ] Months needing ongoing or catch-up support
[ ] Availability of statements, receipts and invoices
[ ] Approximate monthly transaction count

Payroll
[ ] Employee count and pay frequency
[ ] Current payroll process or system
[ ] Tasks needing support
[ ] Next pay date and reporting deadlines

This is a starting point. S&S will confirm which documents are relevant.
Never send passwords or banking login details.

Fully online, Alberta-based.
587-452-7319
ssbookkeepingservices2@gmail.com