Tax Document Checklist for Ecommerce Stores
Canadian ecommerce sellers need more tax documents than most businesses. This free tax checklist shows exactly what you need (platform reports, financial records, CRA access) before filing.
Ecommerce Bookkeeper Checklist
Everything your bookkeeper needs to get started — organized in one place.
Basic Business Details
Important Documents
System Accesses
You're all set! 🎉
Your bookkeeper has everything they need. Download the PDF to share or keep for your records.
WHY THIS MATTERS
Incomplete documents delay everything
Your accountant can only move as fast as what you give them. Missing bank statements or platform access is the biggest cause of filing delays as we see in our clients.
Ecommerce needs more tax documents than others
Shopify payouts, Amazon settlements, etc., most sellers do not realise how long their list of tax documents to gather actually is until their accountant starts asking for it.
The CRA asks for transaction data from ecommerce platforms
Clean records are not optional anymore. If yours are incomplete, you are the one they come to with questions, and that is not a conversation you want during filing season.
HOW TAX PREP WORKS FOR ECOMMERCE STORES
Tax season is easier when your records are clean.
Most ecommerce sellers reach out with messy records and tight deadlines. We help Canadian Shopify and Amazon businesses choose the right setup, avoid cross-border tax risks and make profitable business decisions using clean financial data.
Common questions about tax documents for ecommerce businesses
What is a tax document checklist and why do I need one?
It is a list of all the documents for taxes your accountant needs to file. For ecommerce, that goes beyond income and expenses to include platform reports, processor statements, and corporation details. Having it ready avoids delays.
What documents do I need to file taxes for my ecommerce business?
The core documents to file taxes for a Canadian ecommerce business: incorporation documents, last year’s tax return, bank and credit card statements, platform reports from Shopify or Amazon, and accounting software access. If you sell into the US, add cross-border records. When we start working with ecommerce clients, we also catch gaps most sellers miss, like inconsistent payout records or missing processor statements.
What does a checklist for tax preparation look like for an ecommerce store?
A good checklist for tax preparation covers four areas. Business details like your Business Number and HST filing frequency. Financial records including bank and credit card statements. Platform access for Shopify, Amazon Seller Central, A2X, and PayPal. And your incorporation documents plus last year’s corporate return.
What is a tax organizer checklist?
A tax organizer checklist groups everything your accountant needs by category. For ecommerce, that includes platform-specific records like payout reports, settlement reports, and processor statements that a generic checklist would miss.
Is there a free tax prep checklist for Canadian ecommerce businesses?
Yes. The tool on this page is a free tax prep checklist for Canadian Shopify or Amazon sellers. It covers corporation details, financial records, and platform access your accountant needs.
What is a checklist for doing taxes for an incorporated ecommerce business?
Start with your Business Number and HST details, then add financial records, platform reports, and platform access. Think of it as your tax paper checklist, the more organised before handing things over, the faster and cheaper your filing.
What does a checklist for tax return preparation look like for a Shopify seller?
Shopify account access, payout reports, transaction history, and third-party app fees. Combined with bank statements, business expenses, and corporation details, your accountant has everything needed to file accurately.
What is a tax filing checklist for ecommerce businesses with US sales?
Add cross-border records to your checklist: US revenue reports, any US tax filings, and details about your US entity. If you have a US LLC, additional US and Canadian filings are required.
Can I share my bank statements without giving full account access?
Yes. Download transactions as a CSV file instead of full statements. If a business runs through a personal account, download it, remove personal transactions, and share only the business ones.
How do I give my accountant access to my Shopify or Amazon account?
Both platforms allow view-only access without giving full control. We have step-by-step videos for Shopify, Amazon Seller Central, QuickBooks, and A2X. It takes a few minutes.