Corporate/Business Client Intake Form - A&D Office

Corporate/Business Client Intake Form
We encourage all business clients to please read the following before filing the form:

Important information for taxpayers: READ HERE

Business Number (BN)*
Operating Name*
Date of Incorporation*

MonthDayYear
Is the company dissolved?*

YesNo
Date of Dissolution*

MonthDayYear
Date
Corporation Name*
Please provide your legal name, as it appears on your Articles of Incorporation
Business Owner*
Please provide your legal name, as it appears on your SIN card
Website
Year End*

MonthDayYear
Date
Do you have a WBC number?*

YesNo
Enter WBC number*
Software

Email Address*
example@example.com
Primary Phone Number*
Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Services Required*

T2 Corporate TaxCompilation EngagementTax Audit/ReviewBookkeepingTax Audit/ReviewCorporate yearEndFiling multiple yearsOther
Last Year Filed

Industry*
Principle Product/Service*
if applicable

*

Rows	Name	SIN	% ownership	Share Class	Address
1.
2.
3.
4.
5.

Any non-resident shareholders?*

YesNo
Any changes in shareholders since last tax filing?*

YesNo

Please provide the information for employees or services that may be in contact with our office. For relation, select from: Owner, Spouse, Employee, Bookkeeper, CRA, Lawyer, Trustee, or Other*

Rows	Name	SIN	Relation	Phone Number	Email Address
1.
2.
3.
4.
5.

Who is the principal contact for this business?*

Rows	Name/SIN	Relation	Phone Number	Email Address
1.

Upload applicable documents as stated in the important information notice above*

Cancelof

How did you hear about us?*

Social MediaGoogle SearchClient ReferralOther
If you were referred by a client, please provide their name so we can thank them!
Client Name/Other

Youtube
Video Source: MATT Solution

By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2024 (January 1, 2024 to December 31, 2024). You also permit A&D Office Services Ltd. to capture and collect the information you entered in this form.
Date Signed*

MonthDayYear
Date
Signature*
Date Signed

MonthDayYear
Date
Signature
Should be Empty: