Sansar Solutions

Client Intake Form

Please take approximately 2-5 minutes to share important details with us. We will need the following information.

REQUIRED: General Business Information, Personal Identifiable Information, & Tax Filing Details

CLICK "NEXT" TO PROCEED

Personal Information

Email (Please use the same email as you signed up with us.) *

SIN *

Picture of Government ID *

How To Give Us Authorization To Your CRA Business Account

*Instruction of CRA Authorization*

Log in to Canada Revenue Agency My Business Account/My Personal Account
(Please authorize both for My Business and My Personal if you are doing both tax returns with us)
Find Authorized Representatives and click “manage authorized representatives
Click authorize a representative
Enter:

GT2QH9 in GroupID (Please make sure the input of Group ID)

Select Update and View (level 2)
No expiry date
Select All accounts and programs
Confirm that the CRA can deal directly with this representative on my behalf
Submit

Which best describes you best?

Use this link to see a step-by-step guide to create your account.

Importance of CRA Authorization *

I acknowledge the importance of having access to a Business CRA Account and understand the steps required to create one. Should I have any questions, I will seek clarification accordingly.

If you are locked out of your account, feel free to contact [email protected] for assistance.

Legal Full Name of Business Owners (for Sole Proprietor) / Shareholders (for Corporation) *

How many shareholders are in the corporation? *

What is the percentage allocated to each shareholder? *

What is the registered value of the corporation's shares? *

In order to get CRA Authorization done, please make sure it matches name on Government ID and Business Owner on file.

A Letter from the CRA that Verifies Business Number/Name *

We need to collect a valid piece of Government ID in accordance with the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC). This information is necessary in order for us to verify your CRA Account and submit your tax filings.

Business number *

P.S Your BN is a 9 digit number followed by RC0001 or RT0001 etc.

Nature of business *

Business name *

Fiscal year end date *

Do you have a valid GST/HST number? *

Please select your province & sales tax rate *

Please List the Names of All Corporations that you are a Shareholder of (If none, type N/A) *

Accounting Software/Tax Filing Details Access

Please give us access to your records via your Accounting Software!

What software do you use? *

Is the annual report with Corp Registry up to date? *

Important Notice:

Failure to update your annual report and corporate registry within two years can result in your corporation being struck off the registry, leading to serious legal issues and substantial fees. If your corporation is struck off the list, it will be impossible for us to file your taxes.

Please email [email protected] to learn how we can help you get this up to date!

For Xero give access to [email protected]

For QBO give access to [email protected]

For Excel give access to [email protected]

For Wave give access to [email protected]

Thank You - Please Hit "Submit" To Complete

The next step is to gather your pdf and electronic bank and credit card statements ready and upload this into the client folder we created for you already.

Please email [email protected] if you require any assistance!

Phone: (778) 654-6465 | Email: [email protected]

Company Address: 55 Water St Suite 509, Vancouver, BC V6B 1A1

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