Corporate Tax Intake Form

Corporate Income Tax Intake Form
Simply fill out the form, and our team will take care of the rest. Start your tax season right—book your spot with RidgeWood CPA today!
1. Shareholder Information
Full Legal Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Are you a new or existing client?
SIN Number (Optional)
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a Canadian citizen?
Are you a resident of Canada?
2. Company Information
Company Legal Name
Is the company address different than the shareholder address provided above?
Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did the company own any specified foreign property in the filing period with a total cost of $100,000 CAD or more?
In the past fiscal year, was the corporation related or associated with any other corporation?
Are you the sole shareholder of the corporation?
Did you earn any income directly from a website?
If yes, what is the estimated percentage of sales directly from your website?
Could you provide a description of the principal product or services?
Do you know the company NAICS Code (https://www23.statcan.gc.ca/imdb/p3VD.pl?Function=getVD&TVD=1369825)? If yes, please provide it here.
3. Tax Information
What tax year(s) need to be filed?
What is the fiscal year end of the corporation?
Did the corporation have any investment income within the filing period?
Were there any dividends issued from the corporation within the filing period?
Additional Notes or Questions
4. Consent & Agreement
Should be Empty:

Corporate Income Tax Intake Form

1. Shareholder Information

2. Company Information

3. Tax Information

4. Consent & Agreement