Corperate Onboarding form

Name of primary contact

Phone Number

Company Email

Legal name of the company

Operating Name (if different from Legal Name).

When you have a numbered company name, usually you have a doing business as or operating name that you use with your customers or vendors.

Check all that apply to your business

Do you have a bookkeeping system

Yes

No

Where is the business registered.

State, Province, Country (for federally incorporated)

Records Address.

This is the address where the CRA/IRS sends letters to.

Business Address.

This is where the office is located - if different from Records Address.

What is your primary service / product.

NAICS Code.

If you know it.

Do we need to track inventory.

Do you operate in multiple jurisdictions.

Yes

No

What is your Federal Business Number. (GST, Payroll - Canada)

The first 9 digits of your GST #

Provincial / State Registration Number.

This is NOT your GST #. This is the corporate access number - that the province gave you when you registered your company name.

Do you operate in the United States?

Yes

No

Is the company behind on required filings.

Yes

No

How many individuals own the business.

Owner Name - Primary.

Social Insurance Number / Social Security Number - Primary.

Owner Home Address.

Street Address, City, Sate / Province, Postal/ Zip Code.

2nd Owner If Applicable.

Owner name, Ownership percentage, SIN

Date Incorporated

Year

Month

Day

Declared Year End

Have you previously filed a Corporate Tax Return? (This is the information we file with the CRA/IRS on an annual basis)

Yes

No

Banking Details.

Do you use and track costs for your vehicle?

Yes

No

Do you use and track costs for a home office?

Yes

No