Corporate/Business Client Intake Form

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

Client Information
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

Contact Information
Email Address*
example@example.com
Primary Phone Number*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Services Required
Services Required*

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

Business Information
Industry*
Principle Product/Service*
if applicable

Shareholder Information

	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

Contacts

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*

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

Who is the principal contact for this business?*

	Name/SIN	Relation	Phone Number	Email Address
1.

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

Cancelof

How Did You Hear About Us
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

How to make A&D Office Services Ltd. your authorized representative with CRA
Youtube
Video Source: MATT Solution

Acknowledgement & Signature
By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2023 (January 1, 2023 to December 31, 2023). You also permit A&D Office Services Ltd. to capture and collect the information you entered in this form.
Date Signed*

MonthDayYear
Date
Signature*

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Date Signed

MonthDayYear
Date
Signature

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