Corporate/Business Client Intake Form
Client Information
Business Number (BN)
Operating Name
Date of Incorporation
-
Month
-
Day
Year
Is the company dissolved?
*
Yes
No
Date of Dissolution
-
Month
-
Day
Year
Corporation Name
Business Owner
Website
Year End
-
Month
-
Day
Year
Do you have a WBC number?
Enter WBC number
Type a question
Software
Contact Information
Email Address
example@example.com
Primary Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Services Required
Services Required
T2 Corporate Tax
Compilation Engagement
Tax Audit/Review
Bookkeping
Corporate Year End
Filing multiple years
Other
Last Year Filed
Business Information
Industry
Please Select
Hospitality
Manufacturing
Construction
Health Care
Distribution
Retail
Technology
Insurance
Rental
Investment
Real Estate
Business Services
Consulting
Engineering
Commissioned Sales
Principle Product/Service
Shareholder Information
Type a question
Rows
Name
SIN
%Ownership
Share Class
Address
1
2
3
4
5
Any non-resident shareholders?
Yes
No
Any changes in shareholders since last tax filing?
Yes
No
Contacts
Please provide the information for employees or services that may be in contact with our office. For relation, select from: Owner, Spouse, Employee, Bookkeeper, CRA, Lawyer, Trustee, or Other
Rows
Name
SIN
Relation
Phone Number
Email Address
1
2
3
4
5
Who is the principal contact for this business?
Rows
Name/SIN
Relation
Phone Number
Address
1
Document Upload
Upload applicable documents as stated in the important information notice above
Browse Files
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Choose a file
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How Did You Hear About Us
How did you hear about us?
Social Media
Google Search
Client Referral
Other
If you were referred by a client, please provide their name so we can thank them!
Client Name/Other
Acknowledgement & Signature
By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2023 (January 1, 2023 to December 31, 2023). You also permit IAS Professional Services to capture and collect the information you entered in this form.
Date Signed
-
Month
-
Day
Year
Date
Signature
Date Signed
-
Month
-
Day
Year
Date
Signature
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