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Client Information Form
Business Client Information
Add the client and their primary business profile.
Client and Business Details
Office Location
*
Select Location
70405 - Dundas St
70536 - Erie St
70040 - Kitchener
70307 - Niagara Falls
70901 - Sherwood Mall
70643 - St. Thomas
70214 - Toronto
70900 - Wyandotte
Select Staff
*
Select location first
Business Name
*
Client Name
*
Email
*
This email address already exists.
Phone
*
Address
*
Business Registration Details
Business Structure
*
Select Business Structure
Sole Proprietorship
Partnership
Corporation
Business Number
*
Fiscal Year End
*
Month
January
February
March
April
May
June
July
August
September
October
November
December
Day
1
2
3
4
5
6
7
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9
10
11
12
13
14
15
16
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18
19
20
21
22
23
24
25
26
27
28
29
30
31
Select the month and day only; a year is not required.
Nature of Business
*
Filing Information
GST/HST Eligible
Turn on when the business is registered or eligible for GST/HST.
First Year Filing
Turn on when this is the business’s first filing year.
CRA Authorization
Turn on when CRA authorization has been received.
Save Business Client
