(403) 331-3823
(403) 331-3823
info@accrualaccounting.ca
info@accrualaccounting.ca
Home
Forms
Client Intake Form
Client Portal
Tax Return Checklist
Video
Contact Us
Home
Forms
Client Intake Form
Client Portal
Tax Return Checklist
Video
Contact Us
First Name:
*
Last Name:
*
Company Name:
SIN:
*
DOB (DD/MM/YYYY):
*
Business Number:
Address:
*
City:
*
Province:
*
Postal Code:
*
Email:
*
Phone:
Best Time to Call:
Business
*
Corporate
Sole Proprietor
Opening Date (DD/MM/YYYY):
First Year Filing?
Yes
No
If Corporate, Corporate Access #:
*
Year End (DD/MM/YYYY):
*
Do you use any Bookkeeping Software?
QuickBooks
Sage
FreshBooks
Other:
GST/HST Deadline:
Monthly
Quarterly
Annually
Business Industry:
Do you have Foreign Income?
Yes
No
Do you need Payroll Services?
Yes
No
Do you have a Home Office?
Yes
No
Do you use a Vehicle for Business or Work Purposes?
Yes
No
If Yes, Make:
Model:
Business Kms:
Total Kms:
Do you have Receipts for any of the following Expenses? (Check all the apply)
Advertising: Newspapers, Commercials, Finder's Fee
Delivery/Freight: Sending and Receiveing
Entertainment: Taking Clients Out
Fuel: Diesel, Propane, etc.
Insurance: Insurance Coverage for your Business
Interest/Bank Charges: Any Business Related Interest Incurred
Legal and Related: Fees for Incorporation
Management/Admin.: Administrative and Managerial Costs
Meals: No Alcohol, Tips don't include GST
Office Expenses: Supplies used in Office (pens, paper, etc.)
Parking: Paid for Parking while Working
Professional Fees: Accountant, Lawyer, Professional Advice, etc.
Property Taxes: For Business Location
Registration/Memberships: License, Registration, Membership Fees
Rent: Of Business Location/Home Office
Repairs/Maintenance: Repairs or Maintenance done on Business Building
Salaries: for Regular Employees
Supplies: Supplies used to provide Goods and Services
Training: Tuition Fees Related to Business
Travel: Hotel, Meals, Mileage
Utilities: Gas, Electric, Water, etc.
Vehicle Expenses: Fuel, Insurance, License and Registration
Vehicle Maintenance: Repairs, Carwash, Fluids, etc.
Wages: For Contracted Work/Employees
*Please provide all business related bank statements for the last 12 months. *
Notes:
Are you Humban
*
Yes I am human