Incorporation Intake Form | Swift Accounting Calgary

🏢 Corporation Name

Provide up to three name choices in order of preference. We'll check availability with the provincial registry. If all names are unavailable, a numbered corporation will be issued.

Use a Numbered Corporation e.g. 1234567 Alberta Ltd. — fastest to incorporate, lowest cost

Each name must end in a legal suffix: Inc., Ltd., Corp., or Limited.

📋 Business Details

Proposed Business Activity * Briefly describe the main revenue-generating activity of the corporation.

Jurisdiction *

Alberta (Provincial) Federal (Canada)

Most small businesses incorporate provincially in Alberta.

Preferred Fiscal Year-End

December 31 Other

Preferred Month-End If unsure, we recommend December 31 for simplicity.

Are you currently registered for GST/HST?

Yes No Register with new corp

🏛️ CRA Account Registrations

Tell us which Canada Revenue Agency accounts you need set up for the new corporation. We'll register these on your behalf.

Business Number & Corporate Tax Account

Yes — register a Business Number (BN) No — already have one or not needed

All corporations need a Business Number for tax filing. We register this automatically unless you already have one.

Payroll Account (RP)

Yes — register a payroll account No — not paying employees yet Not sure — decide later

🏠 Registered Office Address

ℹ️ The registered office must be a physical address in Alberta (or federally, in Canada) where legal documents can be served. A P.O. Box is not acceptable. Swift Accounting can act as your registered agent if needed — ask us.

Street Address *

City *

Province *

Alberta

Postal Code *

👤 Primary Applicant

The person completing this form and authorizing the incorporation. This is typically the founder or majority shareholder.

Legal First Name *

Legal Last Name *

Date of Birth *

Social Insurance Number (SIN) *

Driver's License Number

Email Address *

Phone Number *

Are you a Canadian Resident? *

Yes — Canadian resident No — Non-resident

At least 25% of directors of a federal corporation must be Canadian residents.

👥 Shareholders

List all shareholders and their proposed share allocation. Total shares don't need to add up to 100 — we'll determine the appropriate share structure during consultation.

Shareholder 1

Full Legal Name *

Number of Shares *

Share Class

Relationship to Corporation

🎯 Directors

By default, corporations are authorized to have between 1 and 10 directors. Directors must be at least 18 years old, not bankrupt, and (for federal corps) at least 25% must be Canadian residents.

Change the default director limit (1–10)?

No — keep default (1–10) Yes — specify limits

Director 1

Legal First Name *

Legal Last Name *

Street Address *

City *

Province

Postal Code

Date of Birth *

SIN *

Phone Number

Canadian Resident? *

Yes No

💼 Officers

Officers are appointed by the directors after incorporation. One person may hold multiple officer roles. If the same as a director listed above, just enter the name — you can leave address/contact blank.

President

Full Legal Name

Email Address

Phone Number

Full Address

Secretary

Full Legal Name

Email Address

Phone Number

Full Address

Vice President (optional)

Full Legal Name

Email Address

Phone Number

Full Address

Treasurer / CFO (optional)

Full Legal Name

Email Address

Phone Number

Full Address

➕ Additional Services

Let us know what else you need — we'll bundle these with your incorporation quote.

Which of the following do you need? (Select all that apply)

Minute Book preparation & setup GST/HST registration with CRA Payroll account registration with CRA Business bank account referral Ongoing bookkeeping after incorporation Annual corporate tax return (T2) Tax planning consultation (salary vs. dividend)

How did you hear about us?

Questions or Additional Notes

📎 Supporting Documents

Upload any relevant documents. All files are encrypted and stored securely. Accepted: PDF, JPG, PNG (max 25MB each).

📌

Helpful documents to include: government-issued photo ID for all directors, existing trade name registration (if transferring a business), partnership or shareholder agreement (if applicable).

📂

Drag & drop files here

or browse to upload — PDF, JPG, PNG up to 25MB each

⚠️ Please complete all required fields before submitting.

By submitting this form you authorize Swift Accounting & Business Solutions to act on your behalf for this incorporation. We'll contact you within one business day to confirm the engagement, provide a flat-rate quote, and outline the next steps.