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

Business Number (BN)
Operating Name
Date of Incorporation

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Is the company dissolved?
Date of Dissolution

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
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
2 digit month, 2 digit day, 4 digit yearDate
Do you have a WBC number?
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

Other
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?
Any changes in shareholders since last tax filing?

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?

Other
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
2 digit month, 2 digit day, 4 digit yearDate
Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Signature
Should be Empty: