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Intake Form

Mailing Address:
Type of Organization
Sole Prop
Partnership
Corporation
Non-Profit
Other
How did you hear about us?
Which statement best describes your books?
Totally up to date
Nothing has been done since last year end
Behind but within current year
More then 1 year behind
I have no idea but I think it is good
Type of GST Filer
What accounting software do you currently use?
Quickbooks Online
Quickbooks Desktop
Xero/Freshbooks
Sage
Excel/Other
More like a shoebox
Which of these are you doing in house(Check all that apply)
Status (check all that apply)
Describe your current situation with CRA:

If your filings and remittances are behind, please indicate:

Do you have a balance sheet?
How do your customers pay you?
How many receipts/expense transactions do you have per month:
Payroll and Taxes

How many hours do you devote to the following activities?

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587.377.3061  |   info@blended-solutions.com

306 Main Avenue West - Bay 1
Sundre, AB

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