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Client Information
Client Name
Client Email
Tax Year
2022
2023
2024
2025
2026
Services
Personal
Sole Prop
Corp T2 Only
Corp + T1
Holdco
Full Service
👤
T1 Personal Return
Personal income tax filing
✓
🏢
T2 Corporate Return
Corporation tax filing
✓
🏠
Self-Employed
T1 business income
✓
📒
Bookkeeping
Monthly books & reconciliation
✓
💼
Payroll
Employee payroll administration
✓
🧾
GST / HST Filing
Sales tax returns
✓
🏗️
Holding Company
Holdco / second corp T2
✓
⚖️
Trust / Estate
T3 trust & estate return
✓
Personal Tax (T1)
Filing for
Single
Couple — both returns
Number of T-slips
(T3, T4, T5, RRSP, pension, etc.)
Dependant returns
(children, students — simple T1 each)
Monthly transaction volume
(sets bookkeeping tier)
Under 50 transactions/month
50–150 transactions/month
150–400 transactions/month
400+ transactions/month
GST/HST registered?
No
Yes
Bookkeeping status
We handle bookkeeping
Bookkeeping completed — $0
Rental property income?
No
Yes
Number of rental properties
Capital gains / property disposition in 2025?
(real estate, stocks, crypto, etc.)
No
Yes — Schedule 3
Foreign property with total cost > $100,000 CAD?
(T1135 required)
No
Yes — T1135
Bought, sold, or traded cryptocurrency in 2025?
No
Yes
Prior year T1 catch-up
None
1 prior year
2 prior years
3 prior years
Corporate & T2 Tax
Number of corporations
1
2 (Holdco + Opco)
3+
Services required
📅
Year-End Package
Financial statements & corporate year-end
✓
📄
T2 Corporate Tax Return
CRA T2 filing & tax optimization
✓
🏛️
Registry Annual Return
Alberta Corporate Registry filing
✓
Bookkeeping status
We handle bookkeeping
Bookkeeping completed — $0
Monthly transaction volume
Under 50 / month
50–150 / month
150–400 / month
400+ / month
Bank / credit accounts
Accounting software
— Select —
QuickBooks Online
QuickBooks Desktop
Xero
Wave
Sage
FreshBooks
Excel / Manual
None / Starting fresh
Other
Bank / credit accounts
GST/HST filing frequency
Annual
Quarterly
Monthly
Employees
Pay frequency
Monthly
Bi-weekly
Weekly
Prior year T2 catch-up
None
1 prior year
2 prior years
3 prior years
Add-ons & One-Time Services
New client onboarding fee
(uncheck to remove)
$200 one-time
Incorporation setup
incl. minute book
$1,150 + GST
CRA audit / correspondence support
$350 one-time
Rush filing surcharge (25% of annual fees)
calculated
Staff Notes
🖨 Print
📋 Copy
✉ Email
Total incl. GST
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Swift Accounting & Business Solutions Ltd.
swiftltd.ca · mailbox@swiftltd.ca
(403) 999-2295
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