Intake Forms - Corporate Filing ONLY

Corporate Tax Filing - ONLY
Company Name
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / 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

MonthDayYear
Date
Corporate access number
You will find this on your certificate of incorporation
CRA Business Number
Are you a GST Registrant?

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

YesNo
If yes, what is your reporting period?
Do you have payroll?

YesNo
If yes, how many employees do you have?
Do you have WCB?

YesNo
Do you stock inventory?

YesNo
If yes, please note the software you use for tracking purposes:
Please check all methods of payment that you accept:

CashDebitCredit cardChequeOther
If other, please note what other methods you accept:
Do you have any vendor on accounts?

YesNo
If yes, indicate how many:
Do you use personal funds on business expenses?

YesNo
Do you own/lease/finance more than 2 vehicles or equipment?

YesNo
Are you behind in your bookkeeping?

YesNo
If yes, indicate how many months behind you are:
Please indicate your last filed corporate taxes:

MonthDayYear
Date
How do the owners/shareholders collect wages?
Select your current accounting software
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?

YesNo
Has a year end preparation been completed?

YesNo
If yes, was it completed by a professional?

YesNo
What type of service are you looking for? (for information regarding these types of filing see pdf below)

T2 General filing onlyCompilation EngagementGeneral 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

MonthDayYear
Date
Should be Empty:

Corporate Tax Filing - ONLY