Year-end checklist

1. Make sure all months are uploaded — bank statements, credit card statements, receipts.

2. Clear the Review queue — confirm any transactions we weren't sure about.

3. Generate your reports: GST/HST summary, T2125 (sole prop) or T2 / GIFI (corporation).

4. Download the year-end bundle (a single PDF with everything your accountant needs).

5. File your final GST/HST return for the year and your income tax return.