Intake Forms - Training

One on One QuickBooks Training
Company Name
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
What is your main business activity?
Date of Incorporation:

Month Day Year
Date
Corporate Access Number
You will find this number on your certificate of incorporation

List the Shareholders

	Name	Title	Class	%
Shareholder 1
Shareholder 2
Shareholder 3
Shareholder 4

Fiscal Year End
CRA Business Number
Are you a GST Registrant?

Yes No
If yes, what is your reporting?
Are you a PST Registrant?

Yes No
If yes, what is your reporting?
Do you have WCB?

Yes No
Do you stock inventory?

Yes No
What software are you using to track your inventory?
Methods of payments (check off all that apply)

Cash Debit Credit card Cheque Other
If you selected other please list below:
Do you have any vendor on accounts?

Yes No
If yes, please indicate below how many:
Do you use personal funds for business expenses?

Yes No
Do you own/lease/finance more than 2 vehicles or equipment?

Yes No
Are you behind in bookkeeping?

Yes No
If yes, indicate how many months you are behind:
Date of last filed corporate taxes:
How do the shareholders/owners collect wages?
Current accounting software being used:
Please list the version of software or if you selected other above please list below:
Number of business bank accounts
Number of business credit cards
Please choose the areas that you are interested in receiving training:

Click all that apply
Chart of accounts Items and services
Banking

Record Deposits Reconcile Write cheques Cheque Register Print Cheques Enter Credit Card Charges
Accounts Payable

Vendors Enter Bills Pay Bills Manage Sales Tax/GST Filing
Accounts Receivable

Customers Estimates Invoices Receive Payments Statements Statements Charges Create Sales Receipts Refunds & Credits
Payroll

Employees Payroll Centre Enter Time Pay Employees Pay Liabilities Process Payroll Forms
Other

Customer Deposits Job Costing & Class Tracking Saving a Backup General Ledger Reports Other
If you do not see the area that you wish to be trained on above please provide details below:
Please note that we require an initial consultation prior to any training
Should be Empty:

One on One QuickBooks Training

Please choose the areas that you are interested in receiving training: