• Personal Intake Form

    (New Clients)

    Capital Bookkeeping Co. Logo 

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

    Please ensure you have contact information and SINs for any family member who also need services.

    If you are registered for GST/HST please have the CRA/GST number available.

     Before we get started - a few questions are listed to ensure we're able to provide services.

  • Service Exclusions

    We are a small firm with limited capacity. To ensure we are able to provide a great experience for our clients we limit the services we provide.

  • Basic Information

  •  - -
  • Format: (000) 000-0000.
    • Have a spouse or common-law partner? 

    • Spouse's Information

    •  - -
    • Format: (000) 000-0000.

  • Mailing Address

    • Do you have a bookkeeper? 

    • BOOKKEEPER'S INFORMATION

    • Do you have a previous accountant? 

    • PREVIOUS ACCOUNTANT’S INFORMATION

    • Do you have any dependents? 

    • DEPENDENT INFORMATION

      Children Under 18, Post-Secondary Students, Disabled Individuals, Elderly Parents

  • HIGH-RISK AREAS

  •  - -

  • SAVING FOR YOUR FIRST HOME?

  • ARE YOU PAYING RENT TO A LANDLORD?

    If eligible, we will apply on your behalf for the new BC renter's credit if you are paying rent for your personal living.

  • SERVICE PREFERENCES

  • CRA Authorizations

  • Capital Bookkeeping's Group ID: GCP6ZD > Level 2 Access > No Expiry

    To authorize: https://www.canada.ca/en/revenue-agency/services/tax/representative-authorization/how.html

  • Getting Started!

  • Other Information

  • Should be Empty: