Client Intake
Type of Corporate Entity
Sole Proprietorship
Partnership (Regular)
Partnership (With Agreement)
Partnership (General Liability Partnership)
Limited Liability (Basic Articles)
Limited Liability (Articles with shares)
Limited Liability (Holding Company)
Non-Profit Organization/Charity Organization
Name of Corporate Entity
Address
Street Address
Street Address Line 2
City
Province
Postal Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Residential Status
Provincial Corporation
Federal Corporation
Incorporation Date
-
Month
-
Day
Year
Date
Business Number
CRA Business Accounts
CRA Business Accounts
HST/GST Account
Payroll Account
RZ Account
RM Account
Provide details of other CRA Accounts
WSIB Accounts
Does the entity report on WSIB?
Yes
No
If YES, provide details of the WSIB Account
Directors Information 1
Do the directors/owners want tax filling or planning services?
Yes
No
Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
Province
Postal Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Residential Status
Canadian
Permanent Resident
Non Canadian/PR Hodler
Date of Birth
-
Month
-
Day
Year
Date
Social Insurance Number
Directors Information 2
Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
Province
Postal Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Residential Status
Canadian
Permanent Resident
Non Canadian/PR Hodler
Date of Birth
-
Month
-
Day
Year
Date
Social Insurance Number
Other Information
Is there any existing CRA issues you want us to address?
Yes
No
If YES, please provide a brief description
Any additional services you may want?
Please state them
Submit
Contact Person
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Please verify that you are human
*
Submit
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