Corporate Tax Filing - ONLY
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.
Format: (000) 000-0000.
Email
example@example.com
Main Business Activity
Please list the shareholders:
Rows
Name
Address
Date of birth
SIN
% of Shares
Shareholder 1
Shareholder 2
Shareholder 3
Shareholder 4
Fiscal Year End
Date of Incorporation
-
Month
-
Day
Year
Date
Corporate access number
You will find this on your certificate of incorporation
CRA Business Number
Are you a GST Registrant?
Yes
No
If yes, what is your reporting period?
Please Select
Quick Method
Monthly
Quarterly
Annually
Are you a PST Registrant
Yes
No
If yes, what is your reporting period?
Please Select
Monthly
Quarterly
Annually
Do you have payroll?
Yes
No
If yes, how many employees do you have?
Do you have WCB?
Yes
No
Do you stock inventory?
Yes
No
If yes, please note the software you use for tracking purposes:
Please check all methods of payment that you accept:
Cash
Debit
Credit card
Cheque
Other
If other, please note what other methods you accept:
Do you have any vendor on accounts?
Yes
No
If yes, indicate how many:
Do you use personal funds on business expenses?
Yes
No
Do you own/lease/finance more than 2 vehicles or equipment?
Yes
No
Are you behind in your bookkeeping?
Yes
No
If yes, indicate how many months behind you are:
Please indicate your last filed corporate taxes:
-
Month
-
Day
Year
Date
How do the owners/shareholders collect wages?
Please Select
Payroll
Dividends
Management Fees
Unknown
Select your current accounting software
Please Select
QuickBooks Online
QuickBooks Desktop
Sage
Excel
Other
Please list the version of the above software you are using or if you selected other please indicate what software:
Who has been doing your bookkeeping?
E.g Friend, Yourself, Professional Etc.
Who filed your last corporate tax return?
Please indicate why you are leaving the above firm:
Has your current bookkeeper reconciled until the end of your fiscal year end?
Yes
No
Has a year end preparation been completed?
Yes
No
If yes, was it completed by a professional?
Yes
No
What type of service are you looking for? (for information regarding these types of filing see pdf below)
T2 General filing only
Compilation Engagement
General Index of Financial Information
Please note anything additional that you may have questions about or that may be pertinent to your filing
Types of Corporate Tax Filings
Signature
Date
-
Month
-
Day
Year
Date
Submit
Should be Empty: