Information Checklist - New Clients

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For all new clients, I must 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

PERSONAL TAX CLIENTS

Copy of your last T1 Income Tax Return filed with CCRA

Copy of your latest Notice of Assessment from CCRA

Engagement Letter

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

Engagement Letter

Take care.
HART
1-800-HART