Keep the operating record together
SoloInc organizes routine banking, sales, expense and filing records so they can be followed through the year.
High-intent guide
What records does your corporation actually need to keep?
Records are not an administrative extra. They are the evidence behind the income, expenses, tax filings and corporate decisions reflected in the year-end work.
What this can mean for you
These are the practical signs to raise early, before a routine item becomes an unresolved year-end issue.
- 01
Receipts are spread across email, phone photos and bank feeds.
- 02
Invoices or contracts cannot be matched to deposits.
- 03
Corporate records are held separately from accounting records.
- 04
You are preparing to switch providers or answer a CRA question.
How SoloInc handles the routine
SoloInc keeps ordinary compliance moving for eligible corporations. The owner provides complete records and answers the questions that need context.
Request missing support
When a document or explanation is needed, SoloInc asks while the transaction is current.
Preserve a continuity record
The accounting, tax and ordinary corporate record remains organized for routine work and a future handover.
Clear boundary
When this needs a closer look
SoloInc identifies the issue, explains the next step, and agrees separate specialist work before it begins.
- A material gap in prior records or historical bookkeeping.
- A CRA review, audit or request requiring reconstruction.
- A record-retention or electronic-record question requiring specialist advice.
Common questions
Q.01What should I retain?+
Keep invoices, contracts, payment evidence, receipts, bank and card statements, tax filings, CRA correspondence and corporate records relevant to the corporation.
Q.02Can I send everything at year-end?+
You can, but timely records make routine bookkeeping and issue spotting more reliable. Send or retain records in the agreed process as they arise.
Official reference: CRA: Keeping records
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