Corporate Taxes Questionnaire

For security reasons clients are encouraged to complete and submit information by mail or Fax to our office using our convenient work form.

Complete and print a local copy of the form below

Please complete all applicable fields to avoid delays in processing. Check the item (s) which apply, then let us know how to contact you

 

Name   

Title    

Company    

E-mail    

Phone    

Cell.      

Name of Corporation    

Address    

Phone Number    

Federal Tax Number    

Provincial Tax Number    

GST Number    

1. Please list details of the company's income:

Name Of Payor Total Amount Income Tax Collected

2. Please list all expenses as follows:

Expense Amount Paid Expense Item Amount Paid
Telephone Agents
Association Dues Professional Development
Music CD's Recording
Office Other Labor
Repairs Publications
Accounting Rentals
Local Transit Travel Meals
Travel Accommodation
Supplies Bank Fees
Insurance Professional Services
Misc. Other
Promotion Amount Paid Office/Studio Expense Amount Paid
Meals Rent
Theatre Interest
Gifts Taxes
Photos Insurance
Advertising Utilities
Other % Used For Business
Automobile Expense Amount Paid Automobile Expense Amount Paid
Gas License
Repairs Parking
Insurance Business Km's
Car Loan Total Km's
Washing Misc.
Lease Other
Equipment Purchased Cost and GST


3. List all GST and corporate tax installments

4. Other items:

  1. Please provide a listing of all bank account balances as at your Corporate year end.
  2. List all equipment purchases made during the year.
  3. Provide list of Account Receivable as of the year end.
  4. List accounts payable at year end.
  5. Please bring all Federal & Provincial tax remittances to the client meeting.
  6. If you have rental income please list the rents received in the year as well as all rental expenses (i.e.. interest, property taxes, utilities, insurance, repairs).
  7. Please provide all investment certificates or broker statements received in the year.
Copyright © 2003 [Kudlow & McCann Chartered Accountants]. All rights reserved.
Revised: 09/18/05