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Contact Name
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First
Last
Contact Email
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Contact Phone Number
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Company Name
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As per the CRA
Company Website
In which province or territory was the Company incorporated?
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Nova Scotia
New Brunswick
PEI
Ontario
Quebec
Newfoundland & Labrador
Alberta
British Columbia
Manitoba
Saskatchewan
NWT/Yukon/Nunavut
When is the Company year end?
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December
January
February
March
April
May
June
July
August
September
October
November
I don’t know
Business type / industry
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e.g., professional services, construction, retail, e-commerce
What system does the Company use to track sales and expenses?
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Accounting software (e.g., QuickBooks, Sage)
Spreadsheet (Excel, Google Sheets)
Paper records
Bank statements only
Not currently tracked
Not sure
Have the Company’s bank accounts been reconciled?
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Yes
No
Not sure
Is the Company behind in any Tax Filings?
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Yes, GST/HST
Yes, Corporate tax
No
Which corporate tax services are you inquiring about?
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T2 corporate tax return (annual corporate tax filing)
Year-end accounting support (adjusting entries, clean-up, reconciliations)
Compilation engagement (financial statements for tax filing – CSRS 4200)
General corporate tax questions
Not sure – please contact
Is this the first year the corporation is filing a corporate tax return since incorporation?
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Yes
No
I’m not sure
How did you hear about VF Accounting?
Do you have any questions or additional information you’d like to share before we connect?
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