Suite 201D, 10639 124 St
Edmonton, AB T5N 1S5

New Company Onboarding Questionnaire

For corporations. Please complete every field you can; we will follow up on anything outstanding.

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Company Information

Company Name (Legal & Operating)

Company Address

Telephone Number

Contact Information

Full Name

Date of Birth

Residential Address

Telephone Number

Position

Social Insurance # (for CRA authorization)

Additional Contacts

Corporate & Tax

Business Entity Type

Completed Authorization (RC59)?YESNO

Date Business Started

Fiscal Year End Date

Business Number

Number of Owners

Do you have a lawyer?YESNO

Lawyer's Name

AB Corporate Tax Number

GST Registered?YESNO

Would you like us to file your GST?YESNO

GST Frequency

Last date you filed your GST return

Payroll, Filings & Personal Tax

Are you registered for payroll?YESNO

Would you like us to prepare your payroll?YESNO

What is the payroll cycle?

Have you been making your payroll remittances?YESNO

Are we filing your T4's and/or T5's?YESNO

If No, who will prepare them?

Who files your annual return with corporate registries?

When was the last filing?

Do you want us to file your corporate registries? ($125)YESNO

Do you want us to file your personal taxes?YESNO

If No, who will prepare and file for you?

Last year you filed personal taxes

Do you have a spouse?YESNO

Would you like us to prepare your spouse's return?YESNO

Please note: fees for personal taxes are not included in the bookkeeping packages.

Bookkeeping

Who is currently doing your bookkeeping?

Accounting program in use (which one)?

Last month you reconciled

How many bank accounts?

How many credit cards?

Is there non-business activity occurring in the business?YESNO

Estimated cash transactions within one month

Does the business have any loans or line of credit?YESNO

What type? (Bank, Automobile, Equipment, Property, etc.)

If yes, you will be required to provide all Loan Agreements.

Do you have a home office?YESNO

How are you currently paying yourself?

Do you have a work vehicle?YESNO

How many work vehicles?

Average mileage per year

Authorization

Full Name

Signature

Date

Disclaimer: If when we get the books they are messy, or if the transaction volume is higher than discussed, we reserve the right to charge additional fees or revise the monthly fee based on our assessment. If we revise the monthly fee, a new engagement will be sent to you.

Roth Schroder Professional Corporation · Confidential client onboarding · Save your progress with “Save (download)”, and email us the saved file or the printed PDF.