Company Information Checklist

Company Information Checklist
COMPANY INFORMATION
Company name
Main Contact*

First NameLast Name
Telephone number*
Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Fiscal Year End
Incorporation Date

MonthDayYear
Date
Corporate Access Number
Main Business Activity
How did you hear about us?*
INQUIRIES
CRA Business Number
Are you a GST Registrant?*

YesNo
If yes what is your reporting
Are you a PST Registrant?*

YesNo
If yes what is your reporting
Do you have Payroll?

YesNo
If Yes, # of Employees
Do you have WCB?

YesNo
If yes, WCB Coverage?
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?
Does the Corporation or Partnership own residential property?
Residential Properties*
Bookkeeping: How many months behind in bookkeeping?
Taxes: Date of last filed corporate taxes?

MonthDayYear
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 CleanupBookkeeping - RegularBookkeeping - AnnualQuickBooks TrainingRepresentation and ConsultationCRA RepresentationCorporate TaxesYear End and CleanupPayroll ProcessingInventory ManagementSoftware Implementation or ConversionOther
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..)
Cancelof
Please note that 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

MonthDayYear
Date
SIN
Signature
Date

MonthDayYear
Date
Should be Empty:

Company Information Checklist

COMPANY INFORMATION

INQUIRIES