CORPORATION INTAKE FORM

Corporate Intake Form

(New Clients)

We are excited to begin working together!

Our intake form will take about 10-15 minutes to complete.

If you have any questions, please reach out!

Basic Information
Corporation's Legal Name*
Signing Officer

First NameMiddle NameLast Name
Signing Officer Email*
example@example.com
Signing Officer Phone*
Format: (000) 000-0000.
YesNo
Main Contact

First NameLast Name
Main Contact Email*
example@example.com
Main Contact Phone*
Format: (000) 000-0000.
YesNo
Business Year End Date

MonthDayYear
Date
CRA Business Number*
Example: 1234 5679 RC0001
PST Number
Example: PST-1234-5678
Mailing Address
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Province / Territory

Please select the relevant drop down arrows to reveal data entry fields
- PRIOR BOOKKEEPER’S INFORMATION
- Prior Bookkeeper’s Name
- Prior Bookkeeper's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Prior Bookkeeper's Email
  example@example.com
- Bookkeeping Software Utilized
- LAWYER’S INFORMATION
- Lawyer’s Firm
- Lawyer’s Name
- Lawyer’s Email
  example@example.com
- YesNo
- PRIOR/CURRENT ACCOUNTANT’S INFORMATION
- Firm Name
- Prior/Current Accountants Name
  
  First NameLast Name
- YesNo
- Accountant's Email

DIRECTOR / SHAREHOLDER INFORMATION
Shareholder's Name
SIN
Shareholder's Name
SIN
- Shareholder's Name
- SIN
- Shareholder's Name
- SIN
- Shareholder's Name
- SIN

CRA Authorizations
CRA My Business Account Authorization

Please grant us access to your My Business account: Log into your CRA My Business account --> Click Profile in the top right --> Click Manage authorized representatives in the right sidebar --> Click Authorize a representative --> Enter our GroupID (GCP6ZD) --> click Next --> Select Update and view (level 2) and select All accounts --> click Next --> Under Expiry date - No Expiry Date (please) --> Click the Confirmation box --> click Submit
Any questions or comments?

A Quick Question

We're curious!
Google / internetFriend / familyProfessional advisorAdvertisement / magazineAdvertisement / direct mailNetworking eventSocial mediaOther
Please provide the name of the individual who referred you. We'd like to thank them!
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