As featured in
Featured in the Ottawa Business Journal Featured in CEO Times
Resources

Free Bookkeeping and Tax Resources

Practical checklists to help you get organized, stay on top of your books, and file with confidence. We built these from the same steps we run for clients across Canada, so you know exactly what to prepare and when.

Google ★★★★★ 5.0 from 80+ Google reviews
Free bookkeeping and tax checklists from Better Books Canada
Get organized

Everything you need to stay on top of your books and taxes

These free checklists walk you through what to gather and what to do, step by step. Use them on your own, or hand your books to us and we will run them for you. Our bookkeeping is done in QuickBooks Online, and every tax return is prepared and filed by a CPA. We work fully online with clients across Canada, so there is nothing to drop off or pick up.

Tax checklists

Prepare and file with confidence

Personal Tax Return Checklist

Everything to gather before you file your T1.

Open the checklist →

Small Business Tax Checklist

What to prepare before filing your business taxes.

Open the checklist →

HST and GST Filing Checklist

Get your sales tax return right, every period.

Open the checklist →
Bookkeeping checklists

Keep clean books all year

Year End Bookkeeping Checklist

Close your books cleanly at year end.

Open the checklist →

New Business Bookkeeping Checklist

Set up your books right from day one in QuickBooks Online.

Open the checklist →

Monthly Bookkeeping Checklist

Stay on top of your books every month.

Open the checklist →
Client reviews

Rated 5.0 by our clients on Google

Google
Robby Brown profile picture
Robby Brown
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
E-commerce can get complicated fast with fees and multiple payment platforms. Better Books Canada broke it down in a way that actually made sense. Reports arrive on time and highlight what needs attention. It’s been easier to focus on growth instead of trying to reconcile transactions late at night.
Google
Emily Tomlinson profile picture
Emily Tomlinson
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Books are current and organized. Makes day to day operations easier. Happy with the support!
Google
Ezekiel Luanda profile picture
Ezekiel Luanda
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
This firm is amazingly detail focused and client centric. I have been using them since the conception of my business and without their expertise and dedication to the numbers of it all I would not be able to flourish the way I am. Furthermore, Bashar is personable, patient, incredibly knowledgeable, timely, trustworthy, genuine and all around a total win to have on any team for financial services.
Google
Tatiana profile picture
Tatiana
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
As a consultant working with federal clients in Ottawa, I needed someone who understood proper documentation and clean records. The team organized everything and set up consistent reporting so nothing slips through the cracks. It has saved hours every month. Things just feel under control now.
Google
wesley bailey profile picture
wesley bailey
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Appreciate the consistency. Reports come in on time and make sense. That’s really all that was needed.
Google
Pierre Frederick profile picture
Pierre Frederick
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Bashar is incredibly competent, knowledgeable and honest. He is not a bookkeeper that likes to meddle in grey areas. He has worked for the CRA and does everything he can to protect and inform his clients. He provides an incredible amount of value compared to the amount that he charges, and it’s truly been a pleasure working with him. I highly recommend Bashar if anyone is looking for bookkeeping services in Ottawa.
Google
Rehoboth Mubedi profile picture
Rehoboth Mubedi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Professional and well-run business. Bashar was friendly, efficient, and knowledgeable, and the office was clean and easy to access. Everything was handled smoothly from start to finish. Highly recommend.
Verified by Trustindex
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Would you rather we handled it?

Book a free 30 minute consultation. We will look at where your books and taxes stand and show you exactly how we can take it off your plate.

Book your free consultation
Help center

Questions about these resources

Yes. Every checklist on this page is free. Work through them on your own, share them with your team, or use them to get ready before we take over your books or file your return.
Not at all. The checklists are here if you want to handle things yourself, but most of our clients would rather hand it off. We do all bookkeeping in QuickBooks Online and keep your records clean month to month, so you can skip the checklists entirely if you prefer.
When you work with us, your return is prepared and filed by a Chartered Professional Accountant (CPA), so it is accurate, compliant, and ready for CRA review. The tax checklists here simply help you gather what a CPA needs to get started.
No. Everything is handled online with secure digital records, so there is nothing to drop off or pick up. You share your documents digitally and we work from there, anywhere in Canada.
No. We have four offices across the Ottawa region, and we work with individuals and businesses throughout Canada using secure, cloud based tools.
Start with the monthly and year end bookkeeping checklists to see what is missing, then book a free consultation. We often clean up and catch up books before moving clients onto QuickBooks Online, so you do not have to sort it out alone.
Locations

Find us across the Ottawa region

Downtown Ottawa

116 Albert St, Suites 200 & 300
Ottawa, ON K1P 5G3

(613) 410-8202
Kanata

1000 Innovation Dr, Suite 500
Ottawa, ON K2K 3E7

(613) 509-1309
Orléans

114 Chancery Crescent
Orléans, ON K4A 4N3

(613) 454-1399
Embrun

867 Notre-Dame St
Embrun, ON K0A 1W0

(613) 510-0230
Open Monday to Friday, 8AM to 8PM at every location.