Bank Statements
Monthly statements for every business bank account used during the period.
monthly requests
Bookkeeping document checklist.
Use this page as a general guide unless Deck & Ledger requested something more specific.
Credit Card Statements
Statements for business credit cards or cards used for business purchases.
Receipts & Expenses
Expense backup, supplier bills, vendor invoices, and business purchase receipts.
Sales Invoices
Customer invoices, payment records, POS summaries, deposit details, or sales reports.
Payroll / HST
Payroll records, HST details, CRA letters, tax slips, or filing backup when applicable.
Year-End / Tax
Documents requested for accountant handoff, year-end cleanup, or tax preparation support.