™Practical owner resource
Salon Records & Audit Readiness Checklist
A calm way to assess whether key records can be found, connected, and explained.
01
Trace the activity
- Connect booking reports to payment methods and deposits
- Retain cash-count and deposit support
- Track gift-card issuance and redemption
- Document refunds, discounts, voids, and chargebacks
02
Support the expenses and payroll
- Retain invoices and business-purpose evidence
- Connect payroll inputs, approvals, pay records, and remittances
- Document owner and related-party transactions
- List missing documents and responsible follow-up
03
Prepare the response
- Preserve original records
- Create a request tracker
- Ask for clarification when a request is unclear
- Coordinate with the appropriate accountant or legal adviser
04
Use this checklist thoughtfully
This general educational resource cannot account for every province, business structure, contract, or fact pattern. Confirm legal, tax, payroll, and professional questions with the appropriate qualified adviser.