Self-employed client financial disclosure in Ontario

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What extra documents do self-employed clients provide?

Commonly business financial statements, GST/HST returns, business bank statements, and T2125 schedules from personal tax returns.

What about incorporated business owners?

Corporate financial statements, shareholder agreements, and T2 returns may be required — matter-dependent.

Why are self-employed packages often incomplete?

Clients confuse personal and business records or delay accountant-prepared statements. Named checklist items reduce confusion.

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