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Bookkeeping Service Start-up Procedures
Thank you for your interest in our
Bookkeeping and Tax Services
for
Owner-Operators (Independent Truckers).
If
you have decided to have us provide for your business
bookkeeping, tax compliance and reporting needs, please do the
following.
At the sign up now
page, complete the form to provide
us with the information applicable to your business to allow us to
setup your business books, send you an email confirmation and
contact you to schedule a brief telephone meeting to review the
information provided.
The Annual Service System
If you are a new annual
service client, to help you organize and send us the business
information, please click the Tax Organizer link below. This
tax organizer is designed to make it easy for you to pull together
all of the required business information you need to send us.
start-up bookkeeping/tax
information organizer
How to send us the information
We offer
our Annual Service clients, four unique and convenient
ways to send us the business information each month. This way,
clients can choose which business process system best fits their
time and document flow management objectives.
Note: Click each of the links below to decide on your
preference
►
The Spreadsheet System
►
The
On-Line Information submit ledger system
►
The
Scan and Upload Service system
►
The Business Papers Envelope System
As soon as the business
information is received, we will send you an invoice applicable to
the service level you have chosen.
To pay our invoice, simply
click the Pay-Now link below
which will take you to the secure on-line credit card payment form.
Once there, check the appropriate service being paid box, enter the
payment amount and complete the credit card section and click
send.
Pay-Now
Note: On our annual
bookkeeping service, your will receive quarterly
financial reports
designed to help bring more meaning to the business operations
and the profits at the bottom-line.
The Year-end Service System.
This is for the client who provides us with
one year or more of business information to be processed for the
preparation of financial reports and applicable tax returns.
As
a year-end service client, we will require you to provide us
with the following:
-
Completed
Service Start-up Information form.
-
Completed the personal tax information form.
Personal tax Information form
-
Copy of all
Truck/Tractor/Trailer or other Equipment Financing or Lease
contracts and/or agreements.
-
A Signed copy
of the following forms
-
Authorization
to Represent (Business)
- click the link
-
Authorization
to Represent Personal Tax
- click the link
As a year end service client, we will process your business
information and prepare all applicable tax returns, file your
GST/HST electronically and provide you with the completed
Tax returns to be signed and mailed to CRA including a set of year-end
financial
reports for
each business year processed.
To
help you pull together all of the applicable business
information and deductible expense information and receipts,
click on the start-up link and print a copy of our tax organizer.
►start-up bookkeeping/tax
information organizer
This is a check-list to help
you pull
together, assemble and provide us with the required business information for
processing.
To send us the business
information, please select the method you would prefer to use
and let us know so we can setup any required password, if
applicable, for you.
-
The
Spreadsheet
system
◄Click
there for details
-
The Scan and Upload Service System ◄Click
there for details
-
Internet
Delivery System
◄Click
there for details
As soon as the business
information is received, we will send you an invoice applicable to
the service level you have chosen.
To pay our invoice, simply
click the Pay-Now link below
which will take you to the secure on-line credit card payment form.
Once there, check the appropriate service being paid box, enter the
payment amount and complete the credit card section and click
send.
Pay-Now
If you prefer to use our
spreadsheet system
Click this
Software Order Form link to order the software and allow us
to license the software to you and send the ready to use copy to
you by email including the easy to follow user guide.
In addition,
once we have sent you the software, we will call you to set a convenient time for
us to walk you through a user orientation
session, on how to use the
software and send us the information each month, plus answer any questions you may have.
NOTE:
Keep in mind when using the
spreadsheet system, there is no need to total any of the columns.
Simply enter information and at the end of each month send us the
spreadsheet by email.
For GST/HST, just enter
the total invoice amount at the bottom-line of the invoice or
receipt and the system will extract the GST/HST portion and send
it to the built-in GST/HST report.
Mailing Address
4261-A14 Highway #7 East
Suite #885
Markham, Ontario.
L3R 9W6.
Phone: (905) 477-7773 Toll-Free: (888) 456-6504
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