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Name
Phone number
Email
Incorporation date
Most recent year a T2 was filed
Company’s fiscal year end
Brief description about the business
Multi-jurisdictional operations
NA
Extra provinces
In foreign countries
Investments in foreign countries
NA
Shares of private company
Real estate properties
Stocks
Mutual funds
Other
Number of shareholders
Composition of shareholders
One individual shareholder
Multiple shareholders
Family members
A holding company
Non-residents
Other
Associated companies (i.e. controlled by the same individuals)
No
Yes
Number of bank accounts
Foreign currency bank account
No
Yes
Number of credit card accounts
Company’s investments
NA
GIC
Mutual funds
Stocks
Real estate
Other
Company’s real estate assets
NA
Rental – long term
Rental- Short term
Self-usage
Other
Company’s vehicle used by shareholders
NA
Financed
Leased
Company’s loans
NA
Bank loans
Shareholder loans
Vehicle loans
Other
Average number of invoices issued per month
Estimated gross revenue per year
Average number of purchase transactions per month
Number of employees – Salary
Number of employees – Hourly
Number of sub-contractors (Construction business only)
Frequency of payroll
Bi-weekly
Semi-monthly
Monthly
NA
Frequency of GST returns
Monthly
Quarterly
Annually
NA
Your accounting and tax needs
Corporation tax returns (T2)
GST returns
T slips (T4, T5, T4A, T5018, NR4 etc.)
Shareholder & family’s personal tax returns (T1)
Payroll
WCB
Bookkeeping
Notice-to-reader (NTR) report
Review engagement
Audit engagement
Consulting and other engagement
Incorporation certificate
Most recent annual return
CRA's registration letter (new company only)
Prior year's T2
Prior year's accountant package
Prior year's financial statements
Prior year's trial balance
Prior year's adjusting journal entries
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