Company Information Checklist

Company Information Checklist
COMPANY INFORMATION
Company name
Main Contact
Address
Telephone number
Email
example@example.com
Fiscal Year End
Incorporation Date

Month Day Year
Date
Corporate Access Number
Main Business Activity
How did you hear about us?
INQUIRIES
CRA Business Number
GST Registrant? If Yes, what is the reporting period
PST Registrant? If Yes, what is the reporting period
Payroll? If Yes, # of Employees
WCB?
Inventory: Do you stock Inventory?
Inventory: Software used for tracking purposes?
Sales: Method of Payments Cash, Debit, CC, etc List all types
Payables: Do you have any Vendor on Accounts? How many?
Expenses: Do you spend Business Expenses with Personal Funds?
Assets: Do you own/lease/finance more than 2-3 vehicles or equipment?
Bookkeeping: How many months behind in bookkeeping?
Taxes: Date of last filed corporate taxes?

Month Day Year
Date
Tax Planning: How does the owner collect wages? Payroll, Dividends, Management Fees, etc
Software: Current Accounting Software being used?
Software: Do you require us to use your accounting software?
SERVICES (CHECK ALL THAT APPLY)

Review and Cleanup Bookkeeping - Regular Bookkeeping - Annual QuickBooks Training Representation and Consultation CRA Representation Corporate Taxes Year End and Cleanup Payroll Processing Inventory Management Software Implementation or Conversion Other
Additional Information
File Upload

Feel free to send us any supporting documents applicable to your first initial consultation (eg. Certificate of Incorporation, CRA letters you want to discuss in detail, bank statements, etc..)
Cancel of
If you require S&J Management to provide you a quote for your company, please fill out page 3 and bring to your initial consultation.

There will be a deposit required prior to commencing any work.

S&J Management Ltd. Is not responsible for missing or inaccurate information. This information will only be used to determine your consultation.
Personal Taxes: Are you interested in getting your personal taxes done with us?

Yes
Date of Birth

Month Day Year
Date
SIN
Signature

Clear
Name

First Name Last Name
Date

Month Day Year
Date
Should be Empty:

Company Information Checklist

COMPANY INFORMATION

INQUIRIES