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  • Home
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      Virtual CFO

      Services of a CFO without the CFO Salary!

      Learn More

      Personal Tax

      Looking to file Personal Tax? We have got you covered.

       

      Learn More

      Corporation Tax and GST/HST Filing

      Get your Corporate Taxes and GST filed with ease.

      Learn More

      Bookkeeping Services

      Worry less of your books and get bookkeeping done at a flat fee!

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bookkeeping-onboarding

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– Step 1 of 3

IMPORTANT INFORMATION:

Please sign this form for it to be submitted.

Please ensure you submit the correct email.

General Information

Name *
Business Address

Please give us representative access to your CRA Business Account

Please give us the access in your represent a client account. To do so, please download the on how to:

Download the guide

CRA Business Account Access Status? *
For example, the fiscal year could run from January 1 to December 31, or from July 1 to June 30. If your corporate tax returns have not yet been filed, you have the option to select the end date of your first fiscal year, which must be within 53 weeks from your incorporation date. For businesses that are not incorporated, the fiscal year is always from January 1 to December 31.
Are you the 100% shareholder? *
Do any of the Shareholder(s) have any other Corporation? *
Have you previousely filed the tax returns for this business? *
Have we ever filed your tax return before? *
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Operations Information

How is Payroll currently performed? *
Are you in Construction Business? *
Do you pay subcontractors? *
Is your personal and business bank account separate? *
Do you use your personal credit/debit card for business expenses? *
How do you pay yourself? *
Do you use your personal vehicle, a vehicle registered under your name, for business purpose? *
Do you use part of your home as an office to meet with clients? *
Choose if you have the following: *
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Bookkeeping Information

How did you perform your bookkeeping up untill now? *
Please mention the all the bank accounts and credit cards with their respective dates.
How will you share your montly transactions information? *
Do you sell in multiple currencies? *
Please mention “Yes” even if you have a single transaction in any other currency apart from CAD.
NOTE: DO NOT UPLOAD YOUR BANK / CREDIT CARD STATEMENTS AND TAX RETURN HERE.

 

PLEASE EMAIL THEM ON INFO@TLEDGERS.CA OR UPLOAD ON OUR SECURE PORTAL. THE ACCESS WILL BE SHARED WITH YOU IN DUE COURSE OF TIME.

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Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

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