May
30
Information Checklist – The Basics
May 30, 2007 | Information Checklist | Leave a Comment
For new clients, I request the following for my files:
All Clients
* Current Contact Mailing Address
* Current Phone and Fax numbers (home, work, cell)
* Current Email address
* PIPEDA Letter
* Engagement Letter
Personal Tax Clients
* Copy of your last T1 Income Tax Return filed with CCRA
* Copy of your latest Notice of Assessment from CCRA
Corporate & Business Clients
* Copy of your last T2 Corporation Tax Return filed with CCRA
* Copy of your last Notice of Assessment from CCRA
* Copy of your last published Financial Statements
* Copy of Incorporation Certificates and Share Structure/Ownership
HBS Management Consultants