Professional services checklist collection: Save valuable time

With over 140 ready-to-use checklists, this extensive collection is designed to assist you in preparing or reviewing common commercial business transactions as well as tax and financial planning engagements.

Item # 59600 |  $105.00
Item # 99600 |  $195.00

Prices may change without notice.

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Find topics that are important to your business, including:

  • tax-related checklists
  • corporate and commercial checklists
  • personal financial planning checklists
  • computer-related checklists
  • business financing checklists
  • Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) checklists

This practical resource for firms can help you:

  • quickly determine the issues involved in different situations
  • oversee completion of all elements of a transaction or planning engagement
  • make sure items are not overlooked
  • ensure consistency and thoroughness of work performed
  • work more effectively and efficiently


Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.