DeductlyCA
Document checklist

Prep once.
Apply many.

The same handful of documents opens the door to dozens of programs. If you have your T2, your payroll records, and a written R&D project log, you can move on more than half the database without a scramble.

721
Unique documents
8
Categories
313
Programs covered
90
Most-required doc
§ 01  ·  Tax filings

3 documents.

T2 corporate tax return

Also called: Most recent corporate tax return; T2 Corporation Income Tax Return

T1 personal tax return

Also called: Alberta Corporate Income Tax Return (AT1)

GST/HST records

Also called: GST/HST registration number; All business expense receipts showing GST/HST

§ 02  ·  Financial records

5 documents.

Financial statements

Also called: Personal financial statements; Corporate financial statements

Vendor quotes

Also called: Quote from third-party training provider; Quotes for planned expenditures

Receipts and invoices

Also called: Rent receipts or mortgage statements; All vehicle expense receipts

Home office / workspace records
Vehicle mileage log
§ 03  ·  Hiring and payroll

4 documents.

Payroll records

Also called: Payroll records for apprentice wages; Payroll records for technical staff

Apprenticeship records

Also called: Apprenticeship agreement registered with provincial authority; Registered apprenticeship contracts

T4 / employee records

Also called: T4 slips for the apprentice; Owner T4 employment history

Training plan / agreement

Also called: Employee information and training plan; Training plan and cost estimate

§ 04  ·  R&D documentation

1 documents.

R&D project documentation

Also called: Detailed R&D project description; Schedule 508 (Ontario Innovation Tax Credit)

§ 05  ·  Planning documents

2 documents.

Budget / cash flow forecast

Also called: 12-month cash flow projection; Itemized export development budget

Business plan

Also called: Business plan with financial projections; Business plan with projections

§ 06  ·  Company records

4 documents.

Articles of incorporation

Also called: Proof of Canadian incorporation; Yukon incorporation documents

Lease / rental agreement

Also called: Lease or financing agreements; Financing or lease agreement

Shareholder / cap table

Also called: T5 issued to shareholder; Cap table and evidence of a matching private investor

Banking information
§ 07  ·  Sales and procurement

1 documents.

Export contracts / POs
§ 08  ·  Other

701 documents.

Government-issued ID
Quebec enterprise registration (NEQ)
Language test results
CRA Business Number
SODEC advance ruling or certificate
Quebec Business Register (REQ) registration
Proof of project location within NOHFC's Northern Ontario boundaries
Eligibility self-screener results
Investment request and repayment plan
Equipment list or project scope
Business registration documents
Manitoba corporate registration
University partner letter
Co-funding commitment
Capital cost allowance schedule
Indigenous ownership verification (51% minimum)
Yukon business registration
SODEC certificate of eligibility
Quebec business registration
Collateral information
Ownership and management structure
Proof of Ontario residency and Canadian citizenship or permanent residency
Detailed project plan with investment and job creation targets
Records of eligible Ontario labour expenditures
Project proposal
Front Office Registration form
LaMPSS account
Detailed job description
Proof of Indigenous heritage
Personal Statement of Affairs for each owner
Proof of at least 10% cash equity
Cost estimates for the project
Photo ID confirming Canadian citizenship or permanent residence
Business number and a short written description of the business
Verified personal net worth statement (minimum $600,000)
Proof of business and management experience
Verified personal net worth statement (minimum $300,000)
Proof of business or management experience
Proof of Indigenous identity
Project cost estimates
Impact measurement information
Use-of-funds and repayment plan
Social or environmental mission statement
Proof of women leadership in the company
Business address and account details
Evidence of owner equity
Proof of age (18-39 years old)
Description of target export market
Used by 1 program
CanExport SMEs
Technical team qualifications
Intellectual property plan
Schedule 7 (Aggregate Investment Income)
Utility bills
T2200 form (if employed) or T2125 (if self-employed)
Insurance documents
Asset class determination
BC registration certificate
Product description and eligibility confirmation
Product eligibility application
Provincial tax return
Saskatchewan corporate registration
Technology product or service description
Proof of business age
Description of project and expected outcomes
Alberta corporate registration
Qualified technical team details
Notes on business purpose and who attended
Vehicle purchase agreement
Proof it's a qualifying ZEV
Business use documentation
Organization registration
Program design and outcomes plan
Evidence of supporting women entrepreneurs
Financial capacity documentation
Schedule 507 (Regional Opportunities)
Personal net worth statement of owners
Details of existing debt
Purchase agreement for intangible assets
Valuation documentation
Nova Scotia corporate registration
Share structure documentation
Application to NS Department of Finance
Farm income tax return
Used by 1 program
AgriInvest
Statement A (AgriStability/AgriInvest form)
Used by 1 program
AgriInvest
Direct deposit info
Used by 1 program
AgriInvest
Job posting and description
Proof of business registration
Hiring plan and supervision approach
Job posting for a paid student placement
Confirmation of student enrollment
Partnership letter with a Canadian university
Used by 1 program
Mitacs Accelerate
Intern host commitment
Used by 1 program
Mitacs Accelerate
Investissement Quebec eligibility certificate
Annual qualification certificate
Proof of installation in Quebec
Schedule 27 (Calculation of Canadian Manufacturing and Processing Profits)
Documentation linking training to current business
Campaign documentation
Proof of audience targeting
Records of collection attempts
Used by 1 program
Bad Debt Deduction
Written assessment that the debt is uncollectible
Used by 1 program
Bad Debt Deduction
Engagement letters where applicable
Description of cleantech project
Used by 1 program
Clean Growth Hub Programs
Environmental impact summary
Used by 1 program
Clean Growth Hub Programs
Ontario Creates Certificate of Eligibility
Ontario Creates eligibility certificate
Itemized expense report
Proof of Canadian author
Employer contribution commitment
Partnership letter from university/college
PEI corporate registration
Job description and salary details
Confirmation of specialized skill set
NB corporate registration
Share offering documentation
Proof of Ontario installation
Farm income tax returns (multiple years)
Used by 1 program
AgriStability
Statement A submission
Used by 1 program
AgriStability
Inventory and AR/AP records
Used by 1 program
AgriStability
Flow-through share agreement
T101 statement to investors
Detailed exploration expense records
Schedule 403
RS&DE schedule and contemporaneous notes
Partnership/consortium agreements if applicable
Investor share agreement
Approved investment proposal
NS Department of Finance certification
Eligible labour records
Final project completion documentation
Share sale documentation
Asset tests at time of sale (50% Canadian active)
Holding period proof (24+ months)
T657 form
IPP plan documents (set up by actuary)
Annual actuarial valuation
Written loan agreement at prescribed rate
Board resolution
Interest tracking records
Reorganization documentation
Roll-over election forms where applicable
Letters of support from partners
Canadian content certification
Detailed labour cost schedule
Production company ownership documentation
CAVCO accreditation
Canadian labour cost schedule
Internship plan (4-month minimum)
Regional location documentation
Share subscription agreement
Investor eligibility declaration
NWT residency or business registration
Status verification (Indigenous, Inuit, or Metis)
Business description and market plan
ITAC membership
Indigenous Business Directory registration
Standard procurement responses
Nunavut business registration
Beneficiary status (if Inuit-owned for higher rates)
Farm business registration
Environmental Farm Plan (for some streams)
Technical feasibility study
Used by 1 program
Clean Fuels Fund
Letters of support
Used by 1 program
Clean Fuels Fund
Verification of majority women ownership (51%+)
Credit history (typically less strict)
Verification of Black ownership or leadership (51%+)
Personal credit history
Property appraisal
Environmental site assessment
A/R aging report
Personal credit history (for smaller loans)
Used by 1 program
BDC Working Capital Loan
Canadian university partner letter
Venture description and milestones
Founder eligibility documentation
Equipment specifications (for clean tech eligibility verification)
CCUS project plan and engineering specs
Natural Resources Canada eligibility certification
Hydrogen project plan with carbon intensity assessment
Third-party verification of carbon intensity
Salary records for technical staff
Salary records for BC technical staff
University partner agreement
Used by 1 program
SSHRC Partnership Grants
Letters from each partner
Used by 1 program
SSHRC Partnership Grants
Private health plan premiums
Form T2201 (if disability-related)
Broadcaster or distributor exploitation commitment for Quebec
Creative personnel point grid documentation
Proof of a Quebec establishment and an eligible production services business
Revenu Quebec form CO-1029.8.36.SP
Proof of a Quebec establishment and SODEC-recognized record label status or label agreement
Financing structure and detailed cost report for the recording
List of unpaid expenses at the date of the request
Revenu Quebec form CO-1029.8.36.ES
Proof of a Quebec establishment and eligible show production business
Show financing structure and performance schedule
Detailed cost report and list of unpaid expenses
Distribution and sponsorship contracts
Proof of a Quebec establishment and SODEC-recognized publishing house status
Editing and printing cost documentation per title
Revenu Quebec form CO-1029.8.36.EL
Proof of a Quebec establishment offering film dubbing services
Detailed labour cost report for each dubbing
SODEC certificate for the production
Revenu Quebec form CO-1029.8.36.DF
Proof of a Quebec establishment
Initial certificate of eligibility for the multimedia title from Investissement Quebec
Annual eligibility attestation for the production work
Eligible labour and production cost records
Revenu Quebec form CO-1029.8.36.II equivalent for multimedia titles
Certificate from Investissement Quebec confirming production of an eligible media
Revenu Quebec prescribed form for the written press support credit
Records of trainee and supervisor wages for the training period
Certificate from the Ministry of Employment or proof of enrolment in a recognized program (for PAMT, the EQ-6463 participation attestation and EQ-6467 hours registry)
Revenu Quebec form CO-1029.8.33.6
Quebec business registration (immatriculation)
Project timeline and expected productivity or expansion outcomes
Product and technology roadmap
Description of the energy efficiency or conversion project
Current fossil fuel use or fugitive emissions data
Technical analysis or feasibility documentation
Expected energy or GHG reduction outcomes
Technical and commercialization documentation
Completed Volet 3 financial assistance application form
Partner commitment attestation where required
Resumes of the project team and any external experts
Evidence of traction (early customers, revenue, or secured capital)
Project proposal with business case and market potential
Company history and team description
Business growth or expansion plan
Job creation commitments
Certificate of Registration application
Proposed Investor Forms
Proof of CCPC status and Nova Scotia headquarters
Confirmation of under $15M in assets and fewer than 100 employees
Project pre-approval application
Descriptions and costs of qualified property
Project proposal with measurable outcomes
Identified post-secondary service provider
Business registration details
Credit history
Details of the financing purpose
Founder and management team description
Used by 1 program
PEI Ignition Fund
Market analysis and revenue model
Used by 1 program
PEI Ignition Fund
Statement of work with milestones and timeline
Used by 1 program
PEI Ignition Fund
Business history and description
Used by 1 program
PEI Innovation Fund
Business Development Application
Confirmation of under $10M in assets and fewer than 50 employees
Business Development Application for a Share Purchase Tax Credit certificate
Confirmation the company is not publicly traded
Share issuance and investor records
Evidence of ability to access required capital
Confirmation of strategic-sector activity and good standing with the province
Evidence of inward investment and direct investor contribution
Demonstration that the project would not proceed without funding
Proof of registration and good standing
Production schedule
Cast and crew list noting Yukon residents
Financing plan
Yukon spend breakdown
Cast and crew list with Yukon key positions
Proof of ownership
Marketplace support such as a broadcast licence or distribution arrangement
Project or activity description
Proof of Yukon residency
Supporting materials for the musical activity
Description of the market expansion activity or event
Expected sales or investment outcomes
Description of the training and provider
Used by 1 program
Canada-Yukon Job Grant
Details of the position being trained for
Used by 1 program
Canada-Yukon Job Grant
Proof the employer can cover one-third of the cost
Used by 1 program
Canada-Yukon Job Grant
Proof of NWT business registration
Details of the financing request and use of funds
Description of the growth opportunity and capital needs
Completed film rebate application form
Proof of GNWT Corporate Registries registration
Broadcast or distribution commitments where available
Completed application form (15 page limit)
Technically sound exploration program proposal
Proof of legal right to explore the area
Registered Canadian bank account details
Verification of Inuit Firm Status
Description of proposed business activity and market analysis
Completed personal net worth statement
Proof of Nunavut business location
Details of the credit request and use of funds
Proof of Inuit ownership
Proof of location in the Qikiqtani Region
Training project proposal
Description of community benefit and target participants
Job creation and economic impact estimates
Details of matching or partner funding
Proof of property ownership or owner permission for tenants
Design drawings or renderings of the proposed facade
Photos of the existing facade
Written owner permission for tenant applicants
Proof the space is commercial at street level
Details of the project and how funds will be used
Proof the business is less than five years old
Details of the accompanying PME MTL loan request
Proof of Canadian citizenship or permanent residency and Ontario residency
Business registration in Mississauga
Proof of ability to contribute 25% of the grant amount
Proof of Downtown Van membership
Photos of the current storefront
Proof of building ownership or a documented path to ownership
Certificate of title and corporate search
Proof the building is on the Vancouver Heritage Register
Conservation plan and scope of facade work
Contractor estimates for eligible work
Completed Façade Rehabilitation application form
Proof of cash or in-kind contribution (at least 25% of grant)
Used by 1 program
Starter Company Plus
Proof of student status and age (15 to 29)
Used by 1 program
Summer Company
Registered business name
Used by 1 program
Summer Company
Evidence of tariff or trade impact
Transfer Payment Ontario (TPON) registration
Proof of registration at an international trade or export event
Proof of at least one year of permanent operations in Alberta
Conditional approval application
Capital investment plan showing at least $10 million in eligible costs
Facility and project details
Certificate of eligibility once approved
Alberta.ca Account for Organizations
Trainee employment confirmation
Application for Electronic Payment form and bank document
Completed online application form
Business overview and event objectives document
Schedule 384 (Manitoba Paid Work Experience Tax Credit)
Proof of at least $25,000 owner cash equity invested
Confirmation of non-government matching funds
Corporate registration showing Manitoba presence
Application to the Ministry of Trade and Export Development
Capital expenditure plan of at least $10 million
Proof the project increases productive capacity
SVAI certificate of eligibility once approved
SCII Application for Scientific Eligibility
Proof of ownership or licence of qualifying intellectual property
Sole corporation eligibility documentation
SCII claim form filed with the Ministry of Finance
Records of qualifying equipment purchases
Proof the equipment is used mainly for manufacturing or processing in Saskatchewan
PST payment records for used equipment
Description of financing need
Loan or credit line application from your financial institution
Acquisition or transfer agreement details
Buyer or seller financing plan
Proof the project is in a municipality under 20,000 people
Completed grant application form
Completed PADAT Stream 1 application form
BonjourQuebec.com listing where applicable
Mandatory documents listed in section 9 of the form
Farm registration record
Claim form provided after the agreement is signed
Two-year business strategy and action plan
Catalogue of prior digital experience productions
Requesting company declaration
Vehicle or technology purchase documentation
Proof of business operation in Quebec
Project or logistics plan for the relevant stream
Vehicle registration
Online services account
Proof work was done by a licensed electrical contractor
Supporting documents listed by the program
Cost estimates for eligible training activities
Business information and proof of Quebec operation
Proof of owner contribution of at least 15% of eligible costs
Project plan describing the technology and development stage
Analysis of jobs and investment created in Northern Ontario
Proof of intended location within NOHFC's boundaries
Script or screenplay and project synopsis
Written commitment letter from a distributor or broadcaster
Evidence of other confirmed financing
Detailed cast and crew list
Proof of operations in eastern Ontario
Proof of operations in southwestern Ontario
Project plan with capital investment and job or upskilling targets
Proof of operations or planned location in Ontario
Completed ROD application form
Proof the business is located in an eligible rural area
Ontario Tax Compliance Certificate
Letter of attestation confirming financial resources
Capital project proposal or technical plans
Description of how the project increases training capacity
Partnership documentation if applying with an educational institution
Letter of certification from the student's college or university
Co-op placement agreement or memorandum with the institution
Description of the interactive digital media product
Evidence the product was developed at an Ontario permanent establishment
Documentation showing how the product generates revenue (for specified products)
Labour schedule itemizing eligible Ontario animation and VFX labour
Proof of Ontario residency for claimed workers
Description of the production and the eligible activities performed
Copy of the work produced
Proof the production company is Canadian-controlled with an Ontario permanent establishment
Proof of producer's Ontario residency
Production details and CAVCO Canadian content documentation
First-time producer declaration if claiming the enhanced rate
Qualifying production expenditure calculation form
Records of eligible Ontario labour, service contracts, and tangible property costs
Proof of permanent establishment in Ontario
Proof of copyright ownership or production services contract
Records of eligible Class 1 and Class 53/43 capital investments
Proof the property is used for manufacturing or processing in Ontario
Proof of CCPC status and Ontario permanent establishment
Available-for-use date documentation
Proof of Ontario-based operations
Details of artists or activities supported by the project
Tax credit certificate issued by the VCC or EBC administrator
Schedule 5 (Tax Calculation Supplementary)
Proof of at least $25,000 in equity capital
EBC registration application
Description of qualifying business activity
Eligibility certificate from Creative BC
Completion certificate from Creative BC
Schedule of B.C. and non-B.C. costs
Declaration of B.C. residency for cast and crew
Pre-certification form filed with Creative BC
Accreditation certificate from Creative BC
Form T1197
Schedule 428 (corporations) or form T1014-1 (individuals)
Certificate of Indian Status or disability proof for enhanced credit
Records of capital cost for eligible buildings, machinery, and equipment
Accelerated CCA election for eligible buildings
Emissions reduction estimates
Proof of regulated operation status (for some streams)
Proof of B.C. business location
Charger eligibility details (networked Level 2)
Fleet vehicle details
Fleet or infrastructure assessment
Proof of B.C. registration
Demonstration plan in a real-world setting
Technology readiness details
Letters of support showing market potential
Proof of academic and industry partnership
Confirmation of 2:1 matching funds
Company and founder details
Description of your technology product or service
Stage of business
Schedule 29
Commercial distribution plan
Proof of at least 50% secured production financing
Capitalization table
Summary of production financing
Alberta residency declaration
General ledger
Final project declaration
Alberta residency confirmations for employees
Evidence of a writer and producer attached
Project outline of at least 30 broadcast minutes
Marketing or development strategy
Proof of Alberta-based tourism operation
Value-Added Program application form
Proof of Alberta registration
Market trigger or distribution agreement
Evidence of confirmed financing (50%, or 70% if over $1 million)
Proof of Saskatchewan agri-business operation
Proof of Saskatchewan agri-processing operation
Application via the Food Centre
Proof of minimum two years in operation
Evidence of required equity contribution
Tourism Saskatchewan good-standing confirmation
Records of eligible Manitoba labour costs
Proof at least 25% of wages go to Manitoba residents
Documentation of at least two recently published qualifying books
Manitoba Film and Music tax credit certificate
Records of eligible Manitoba salaries or production costs
Proof of eligible film status
Book eligibility worksheet
Records of Manitoba book-printing-division wages
Proof book is for sale through an established distributor
CEDTC corporation application for pre-approval
Investor records
Records of qualified plant, machinery, and equipment purchases
Proof of manufacturing or processing use in Manitoba
Intake form
Description of training or HR activities and objectives
Final report on outcomes
Part A eligibility application (before production)
Part B tax credit application
Producer affidavit
Declarations of residency
Online application form
Eligible Nova Scotia Costs Worksheet
Statutory declarations of residency and eligibility
Application fee of $287.50
Schedule 340
WIPSI project proposal form
Business information form
Graduate information form
Application form
Job description
Proof of business operation
Proof of EI eligibility
Proof of at least 51% ownership
Program application via the Arts Culture NB Portal
Graduate Mentorship Application for Employers
Mentorship plan
Company profile and sustainability plan
One-page application describing the initiative
Proof of extended operating season
Membership in the relevant RTA/DMO
Program application
Proof of PEI agri-food operation
Eligibility application to the NL Film Development Corporation
Part I registration application to the NL Film Development Corporation
Part II claim application
Schedule 310
Records of eligible capital property
Schedule 311
Records of Class 43.1 or 43.2 property
Company registration under the program
Share offering documents
Investor tax credit certificates
Proof of property ownership or owner authorization
Building elevations and design rendering
Proof the building is within a Business Improvement Area
Completed application form
Proof property is in a designated Hamilton commercial district
Property owner consent if a tenant is applying
Proof property is in the Downtown or Old East Village CIP area
Facade improvement plans
Proof property is in the Downtown Community Improvement Area with ground-floor commercial use
Facade designs meeting urban design and King Street guidelines
Completed program application form
Proof property is in the Central Area or downtown core program area
Design drawings
Completed Capitale-Commerce financing application form
Proof of location on an eligible commercial street in the Quebec City agglomeration
Documentation demonstrating need and added commercial value
Proof property is within the downtown Victoria boundaries
NEBA membership confirmation
Proof of location in the NEBA catchment area
Before photos
Property owner approval if a tenant is applying
Proof of Indigenous, Metis, or Inuit heritage
Proof of cash equity contribution
Proof of 10% cash equity
Proof of First Nation status or band access (BCR where applicable)
Proof of minimum 10% equity
Valid MMF Citizenship Card(s)
Proof of Metis ancestry
Proof of Indigenous heritage (51% ownership)
Proof of equity and collateral
Proof of Metis citizenship with a recognized Metis organization
Personal guarantees from owners
My VAC Account application
Details of the program or course and the institution (must be on the ESDC designated institutions list for formal funding)
Service history confirming six or more years served
Veteran Service Card or other proof of CAF service and honourable discharge for the majority owner(s)
My VAC Account application for rehabilitation services
A statement of your employment or self-employment goal
Proof of connection to the military community (serving CAF member or veteran spouse or partner)
Workshop registration details
Basic business idea or concept to discuss
Business number and proof the business is operating
Details of the position you want to fill (duties, hours, wage)
A signed wage subsidy agreement with the delivery organization
Proof the organization is legally operating in Canada
CRA business number
Job description for the position to be subsidized
A signed wage subsidy agreement with the WorkBC Centre
Information on the employee or candidate and their disability-related needs
Details of the job and the workplace supports required
Employer agreement to contribute toward the cost
Confirmation of the employee disability and employment
Description of the technical aid, device, or attendant support needed
Employment details for the position
Business registration and contact details
Job description for the role to be filled
A wage subsidy agreement with the Neil Squire Society
Completed IWSCC Physician Form confirming a permanent disability for the majority owner(s)
Government-issued ID and proof of permanent residence or citizenship
Social insurance number not starting with 9
Two character references, one from a Canadian citizen
Business concept or plan
Proof of investment capacity (minimum $200,000)
Community referral from a participating BC community
Community support documentation
Third-party verified net worth report (minimum $500,000)
Proof of at least three years of business ownership or senior management experience
Language test results (minimum CLB 5)
Education credential equivalent to a Canadian high school certificate
Proof of transferable management experience
Language test results (minimum CLB 4)
Provincial application fee payment ($10,000)
Proof of Indigenous identity or ownership
Equity contribution evidence (varies by lender)
Proof of age (18 to 39)
Valid MMF Citizenship Card for owners (at least 51% Red River Métis ownership)
Proof of Métis identity (at least 51% ownership)
Proof of 10% owner equity
Recent personal and business tax returns
Proof of Indigenous organization status
Project proposal describing the initiative
Expected outcomes and reach
Description of the co-op idea and the group behind it
Information about the community to be served
Names and roles of founding members
Any early business or feasibility notes
Information on the board of directors and management team
Co-op developer details where applicable
Completed CWCF Technical Assistance Grant application
Description of the challenge and the professional help needed
Proof of CWCF membership or commitment to join
Evidence of other financing being raised
Used by 1 program
CWCF Tenacity Works Fund
Share purchase agreement showing sale to a worker co-operative
Joint CRA election filed by buyer and seller(s)
Valuation supporting the active-business asset test
Records showing the seller's active engagement in the business
Proof of not-for-profit or co-operative legal structure
Site control or land tenure documentation
Affordability and operating plan
Description of the organization's social or environmental mission
Used by 1 program
Social Finance Fund (SFF)
Impact measurement data
Proof of Quebec social economy enterprise status
Impact or social mission documentation
Proof of Quebec NPO or co-operative legal status
Description of social mission and viability
Expression of interest describing the project
Proof of not-for-profit or community organization status
Detailed work plan and activities
Organizational and financial information
Proof business is at least 50% women-owned
Proof of Quebec Enterprise Register registration
Proof of underrepresented-group ownership (25%+)
Statement of sustainable-development impact
Product and traction metrics
Traction and market data
Proof of 51%+ ownership by an underserved group
Use-of-funds plan
Eligible vehicle from the EVAP vehicle list
Business or organization details for the dealer assessment
Proof the transaction value is $50,000 or less (or vehicle is Canadian-made)
Recent electricity bill
Proof of 50 or fewer employees
Landlord consent if leasing the premises
Project scope and equipment specifications
Energy savings calculations or engineering estimate
Electricity account details
BC Hydro business account details
Equipment list for the one-for-one replacement
Proof annual use is under 500 MWh
Recent electricity bill showing annual consumption
Business address in Nova Scotia
Hydro-Quebec business account and rate class
Building and equipment details
List of efficiency measures or OSE tool output
Energir natural gas account details
Building heating system information
Conversion project scope
SaskPower business account details
Project scope and equipment list
Energy savings estimate
Proof the business is at least 51% women-owned
Proof of majority women ownership
Personal credit history (minimum score 650)
Evidence of at least 25% owner equity
Security or collateral details
WESK membership
Proof the business is at least 50% women-owned
Evidence of 20% owner contribution
Proof of women majority ownership
Brief business description or idea
Loan purpose and repayment plan
Commitment to join a lending circle
Proof of Aboriginal heritage
Metis Nation Saskatchewan citizenship card
Equity or financing details
Proof of Indigenous identity (status, non-status, Métis, or Inuit)
Evidence of cash equity (about 5%)
Proof of recognized Métis citizenship
Proof the business operates in Ontario
Equity or collateral details
Personal guarantee for sole proprietors
Proof of First Nations identity (Treaty 6, 7, or 8)
Commercial energy bill
Confirmation of ten or fewer Manitoba locations
Landlord consent if leasing
Enbridge Gas business account details
Equipment specifications and project scope
Gas savings calculations or engineering estimate
Project plan and site details
Number and type of chargers or stations
Proof of site ownership or long-term control
FortisBC commercial gas or electricity account
Newfoundland Power or NL Hydro business account
Energy audit or feasibility study where applicable
Eligibility certificate for the cooperative investment plan
Proof of purchase of qualifying co-op securities
Quebec personal income tax return (member or employee)
Cooperative confirmation of eligible security issuance
Quebec Business Register registration
Job description (minimum 12 hours per week)
Information on the employee's disability and accommodation needs
Description of your hiring needs and roles
Business contact details
Workplace information for onboarding support
Verified personal net worth statement ($400,000 to $600,000)
Proof of business ownership or senior management experience
Language test results (CLB 5)
Proof of investment capacity ($100,000 to $150,000)
Verified personal net worth statement (minimum $500,000)
Proof of liquid assets (minimum $300,000)
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