Financial information

Financial information includes:

  • annual financial statements,
  • copies of official donation receipts,
  • copies of annual information returns (Form T3010, Registered Charity Information Return),
  • general ledgers,
  • bank statements,
  • revenue and expense account details,
  • documents supporting GST/HST/QST filings,
  • investment agreements and monthly reports,
  • all records concerning 10-year gifts,
  • accountant's working papers,
  • payroll records,
  • annual reports, and
  • fundraising materials.

For more information on financial documents, see Keeping financial records.


Charity Tax Tools



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