Corporate Client Onboarding Form
This form is to be completed with as much information as possible, so we can get you up and running in our system. If a question is not applicable you can leave it blank.
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Who should we contact (name) and what number would be the best contact number and email address.
Primary Contact
*
Phone Number
*
Type of Number
*
Cell
Landline
VOIP
Email Address
*
Alternate Email Address
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What is the name that your business operates as?
Legal name of Company
*
Operating Name (if different from Legal Name)
*
when you have a numbered company name, usually you have a doing business as or operating name that you use with your customers or vendors
Type of Entity
*
incorporated
Sole-Proprietorship
Partnership
Joint Venture
Not-For-Profit
Charity
s-crop
c-crop
llc
other
Where is the business registered?
*
State, Province, Country (for federally incorporated)
Records Address
*
This is the address where the CRA sends letters to. Format: Street address, city, state, zip code, country.
Business Address
*
This is where the office is located - if different from Records Address. Format: Street address, city, state, zip code, country.
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Registrations
What is your primary service / product?
*
NAIS Code (if you know it)
Do we need to track inventory?
*
Do you operate in multiple jurisdictions?
*
Yes
No
if you answered yes to the pervious question, what jurisdictions do you operate in?
What provinces, states, territories or countries do you operate in
What is your Federal Business Number? (GST, Payroll - Canada)
*
The first 9 digits of your GST #
Provincial / State Registration Number
*
This is NOT your GST #. This is the CORPORATE ACCESS NUMBER - that the province gave you when you registered your company name
US Payroll Number (for each state you pay payroll in)
US Federal Tax Number
This is also known as an EIN
Other US Tax Numbers (sales tax, excise tax)
Is the company behind on required filings
*
Yes
No
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Who owns the business? (SIN request only for tax clients)
How many individuals own the business
*
Owner Name - Primary
*
Social Insurance Number / Social Security Number - Primary
*
Owner Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
2nd owner (if applicable)
put in the owner name, % ownership, SIN
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What was the date you incorporated and do you have a different year end?
Date incorporated
*
-
Month
-
Day
Year
Date
Declared year end
*
-
Month
-
Day
Year
Date
Have you previously filed a Corporate Tax Return? (This is the information we file with the CRA on an annual basis)
*
Yes
No
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Other Key Questions
Services You May need help with (If there is a service you would like to explore but have not engaged us for)
Basic Bookkeeping Services (Month End Reconciliations & Financial Statement Review)
Enhanced Bookkeeping Services (Basic + assistance with Accounts Payable and Receivable)
Business Startup Advice
Payroll Services
GST/HST Services
Inventory Control
Cash Flow Management
Month End Reporting and Analysis
Banking Details
Single bank account
Multiple bank accounts
Canadian Currency
Other Currencies
Investments
Loans / Lines of Credit
Use of Home and/or Vehicle
Do you use and track costs for your vehicle
Do you use and track costs for a home office
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What type of integrations do you have
This page is only applicable for bookkeeping/accounting clients
Integrations (bookkeeping clients only)
Point of Sale (ie: Square, Vend)
Bank (RBC, CIBC, Wells Fargo)
Time Systems (t-sheets, e-time)
Payroll System (wagepoint, gusto)
3rd Party Retailer (Amazon, Ebay)
Payment Systems (Plooto, PayEdge, PayPal)
Point of Sale (retailers, restaurant)
Other
If you selected "other" on the pervious question please specify here.
What bookkeeping system do you use?
Quickbooks (Online, Enterprise, Desktop)
Sage
Xero
Odoo
Wave
Other
If we forgot anything, or if you have something unique to your business please add it here
How did you hear about us?
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