Corporate Income Tax Intake Form
Complete this form and our team will take care of your corporate year-end and tax filing.
1. Shareholder Information
Full Legal Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Are you a new or existing client?
*
New Client
Existing Client
SIN Number (Optional)
Address
*
Street Address
Street Address Line 2
City
Province
Postal
Are you a Canadian citizen?
*
Yes
No
Are you a resident of Canada?
*
Yes
No
2. Company Information
Company Legal Name
*
Is the company address different than the shareholder address provided above?
*
Yes
No
Company Address
Street Address
Street Address Line 2
City
State / 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?
*
Yes
No
In the past fiscal year, was the corporation related or associated with any other corporation?
*
Yes
No
Are you the sole shareholder of the corporation?
*
Yes
No
Did you earn any income directly from a website?
*
Yes
No
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?
*
2027
2026
2025
2024
Other
What is the fiscal year end of the corporation?
*
Did the corporation have any investment income within the filing period?
*
Yes
No
Were there any dividends issued from the corporation within the filing period?
*
Yes
No
Additional Notes or Questions
4. Consent & Agreement
*
I consent to RidgeWood CPA collecting and storing my information securely for the purpose of tax preparation and filing.
Submit
Should be Empty: