Corporate Intake Form

👤 Contact Information

Contact First Name *

Contact Last Name *

Email Address *

Phone Number *

Referred By

🏢 Company Information

Legal Company Name *

Operating / Trade Name

Business Number (BN) *

Type of Entity

Select entity type

Province of Incorporation

Select province

Federal

Alberta

British Columbia

Saskatchewan

Manitoba

Ontario

Quebec

Nova Scotia

New Brunswick

PEI

Newfoundland & Labrador

Yukon

NWT

Nunavut

Industry / Nature of Business

Date of Incorporation

Fiscal Year-End Date *

📍 Business Mailing Address

Street Address *

City *

Province *

Postal Code *

📋 Services Required

Select all services your business requires.

Corporate Tax (T2)Annual T2 return GST/HST FilingGST/HST returns PayrollT4s, remittances, ROEs BookkeepingMonthly/quarterly books Financial StatementsNTR / Review / Audit Business AdvisoryPlanning & consulting

Other Services / Details

🧾 GST/HST Information

Is the business registered for GST/HST?

No Yes Not sure

💼 Payroll Information

Does the business have employees on payroll?

No Yes

📊 Corporate Tax History

Have prior corporate tax returns (T2) been filed?

Yes No — first year Not sure

Previous Accountant / Firm

Accounting Software Used

Any outstanding CRA issues, audits, or balances owing?

No Yes

🏦 Banking Information

Bank / Financial Institution

Bank Account Type

👥 Shareholders & Directors

List the key shareholders and directors of the corporation.

Shareholder / Director 1

Same as contact info above

Full Name

SIN

Role

Email

Phone

Shareholder / Director 2 (if applicable)

Full Name

SIN

Role

Email

Phone

💰 Fees & Engagement

If you have been provided a fee quote during your consultation, please enter it below for our records.

Fee Quoted

Deposit

Date of Initial Meeting

Special Arrangements (if any)

📎 Supporting Documents

Upload incorporation documents, financial statements, prior T2 returns, bank statements, or other relevant documents.

Do you have documents to upload?

No, I'll email them separately Yes, upload now

📝 Additional Notes

Anything else we should know about your business?

Please fill in all required fields (marked with *) before submitting.

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✅ Form submitted successfully. Our team will contact you within one business day.

Does this client also need personal tax filing?

Continue to Personal Tax Intake

Contact info will be pre-filled. Both forms combine into one document.

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