Canadian Corporate Tax Onboarding Form
Please provide all required information for your Canadian T2 filing and foreign asset disclosure. Your responses are confidential and securely handled.
Corporate Identification
Section 1: Please provide your corporation's identification details.
Business Number (9-digit CRA number)
*
Legal Corporation Name
*
Province of Incorporation
*
Please Select
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Northwest Territories
Nunavut
Yukon
Fiscal Year-End Date
*
-
Month
-
Day
Year
Date
Primary Contact Name and Title
*
Financial & Operations Data
Section 2: Upload required financial documents and provide fiscal details.
Upload Financial Statements (Balance Sheet, Income Statement)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Previous Year's Notice of Assessment (NOA)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Did the corporation pay dividends this year?
*
Yes
No
Total Gross Revenue for the fiscal year
*
Foreign Assets & Florida Property (Cross-Border)
Section 3: Foreign property and US/Florida real estate disclosure.
Did the corporation own foreign property with a cost over $100,000 CAD at any time? (T1135 Requirement)
*
Yes
No
Does the corporation own or invest in U.S. / Florida Real Estate?
*
Yes
No
List address(es) and specify if the property is for rental, renovation/flip, or holding.
Shareholder Information
Section 4: List major shareholders (over 10% ownership) and their residency status.
Major Shareholders (over 10% ownership)
*
Declaration & Submission
Section 5: Review, certify, and sign before submitting.
Director's Signature
*
I certify that the information provided is accurate to the best of my knowledge.
*
I agree
Submit Onboarding Data
Submit Onboarding Data
Should be Empty: