•Obtain Authority
•Establish Legal Authority
•Engagement letter
•Determine CRA Authorization Level 1, 2, Power of Attorney, Executor, etc.
•Complete Forms, T1013, RC59
•Monitor Election deadlines
•Registration with My Account, Represent a Client or My Business Account
•Access Information from client or their financial advisors
•Accounts
•Assets including prepaids and receivables, registered and unregistered accounts
•Insurance
•Liabilities
•Income
•Expenses
•Ask informed questions
•What do you own?
•What do you owe?
•Insure?
•Cash in?
•Cash out?
•Compliance?
•Keep current
•Update
•Reconcile
•Report in Draft
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