Skip to content

Free · 5 minutes · Private self-check

CRA Health Check

How CRA-ready are your books—before year-end makes it urgent?

Most owners feel fine until GST/HST week or the CPA asks for cleanup. This short check shows where your books are solid and where small gaps tend to become stress, delays, or extra cost—so you can act while it’s still easy.

Rate each area honestly. There are no wrong answers—only a clearer picture.

0 = No / Rarely1 = Sometimes / Partially2 = Yes / Consistently
1 of 6Bank & Credit Card Reconciliations

Every business bank account and credit card is fully reconciled to the statement each month—so balances match and nothing sits unreconciled for weeks.

2 of 6Transaction Coding Quality

Transactions are categorized accurately and consistently (clear chart of accounts, minimal "Ask My Accountant" or catch-all miscellaneous buckets).

3 of 6GST/HST Readiness

Input tax credits are tracked properly, your filing frequency is correct, and you could file without a last-minute scramble.

4 of 6Monthly Reporting Cadence

You receive (or can produce) a clean Profit & Loss and Balance Sheet within the first 10–12 days of the following month—early enough to use them.

5 of 6Document & Receipt Organization

Supporting documents are captured digitally and linked or easy to find—not scattered across email, shoeboxes, or random drives.

6 of 6Year-End / CPA Readiness

Your books are in a state where a CPA can start year-end work without major cleanup or reconstruction.

Download printable CRA Health Check (PDF)

This is a private self-assessment for education only. It is not a CRA review, audit, notice response, or professional accounting opinion. Use it to start a conversation—not as a formal compliance rating.