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Corporate Tax Return / Bookkeeping / Payroll Intake Form
Tax Preparation Required for the following Year(s)
Select Years
2026
2025
2024
2023
2022
2021
2020
2019
2018
Bookkeeping Services Required for the following Year(s)
Select Years
2026
2025
2024
2023
2022
2021
2020
2019
2018
GST/PST/WCB/Others, Required for the Following Years
Select Years
2026
2025
2024
2023
2022
2021
2020
2019
2018
Require a 50% deposit if 2 or more years to be done.
Is this your first time a Corporate Tax Return is being field?
Yes
No
Basic Information
Your Name
(Required)
What Province did you Register the Corporation in?
Select Province
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
Quebec
New Brunswick
Nova Scotia
Prince Edward Island
Newfoundland and Labrador
Yukon
Northwest Territories
Nunavut
What is your CRA Business #?
Please authorize us as a Representative on your CRA Online Business Account
Done
Pending
Also provide us access to any other of your government tax accounts. PST/WCB/EHT,etc.
Done
Pending
Corporation Legal Name
Trade Name (If applicable)
Full Address
City/Prov/PC
Select Province
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
Quebec
New Brunswick
Nova Scotia
Prince Edward Island
Newfoundland and Labrador
Yukon
Northwest Territories
Nunavut
Postal Code
Office Phone
Cell Phone
Email
(Required)
Particular's of shareholder's & director's & officer's of the corporation
Full Name
Shareholder % of shares owned
Director
Yes
No
Officer
President
Chairman
Director
Other
You also authorize us to take direction for your corporation from the following
Name
Title (Mr. Ms.)
Phone
Email
Add
Remove
(Use the "+" button if you need to add more)
Document Required for New Clients (Attach Now Or Send Later)
(1) Incorporation Certificate and/or Trade Name Registration
(2) Article of Incorporation
(3) Registers of Shareholders and Directors
(4) Federal and Provincial Government Tax # Registrations.
Attach All Documents, Or You can Email them Later
Drop files here or
Select files
Max. file size: 24 MB.
Contact Person's Information
Name
Title
Mr
Ms
Mrs
Phone
Email
NOTES to Preparer
Additional notes, forms supplied, or special instructions:
Enter any additional information or notes here...
Consent
(Required)
I confirm that the information provided is accurate and complete to the best of my knowledge.
Privacy Notice:
The information collected on this form will be used solely for the purpose of preparing your tax return. Your personal information will be kept confidential and secure in accordance with applicable privacy laws.
Date:
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Available 24 Hours:
(672) 967-8000
|
Consultation
Home
About Us
Services
Personal Tax Preparation
Corporate Tax
Bookkeeping
Payroll
Administration
Financial Planning
FAQ
Forms
T1 Intake Form
Corporate Tax Return
Bookkeeping
Payroll Intake Form
Blog
Contact Us
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