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Secure corporate client portal

A cleaner start to your corporate year-end.

Provide the corporation's T2 filing details and upload the year-end records Taytan needs to assess and prepare the return.

T2-ready intake

✓ Corporation and fiscal-period details
✓ Shareholder and schedule screening
✓ Encrypted year-end document uploads
✓ Owner-only review dashboard

1Corporation

2Contact & ownership

3Books & finances

4Tax matters

5Documents & consent

For your privacy, answers are not saved in this browser. Complete and submit the form in one session.

Step 1 of 5Corporation and filing period

Enter the legal details shown on the corporation's CRA and incorporation records. Fields marked with * are required.

Legal corporation name *Operating or trade name15-character corporation income-tax account *Business number plus the RC program account.Incorporation number *Incorporation jurisdiction *Incorporation date *Corporation type at year-end *Residency status *Tax year start *Tax year end *Return type *Filing situation *Activity during the year *NAICS or industry code, if knownPrincipal business activity *

Head office address

Street address *City *Province, state, or region *Postal or ZIP code *Country *

Mailing address is the same as the head officeBooks and records are kept at the head office

Step 2 of 5Contact and ownership

Identify the officer authorized to provide instructions and the shareholders required for the T2 shareholder schedule.

Authorized corporate contact

First name *Middle nameLast name *Corporate title *Phone number *Email address *

Shareholders

For a private corporation, add each shareholder holding 10% or more of the common or preferred shares, up to the 10 largest. Identifiers are encrypted.

Shareholder 1

Owner type *Full legal name *SIN, BN, trust number, or tax identifier *SIN for an individual; BN for a corporation.Country of residence *Common shares owned (%)Preferred shares owned (%)Voting rights (%)

Related or associated corporationsOwnership, control, or share-structure changesAdditional ownership notes

Step 3 of 5Books and financial information

T2 filings include financial statement information using CRA GIFI codes. These questions help Taytan assess whether the records are ready.

Accounting software *Bookkeeping status *Financial statement status *Who prepared or maintained the records? *Reporting currency *Gross revenue, if knownNet income or loss, if knownTotal assets at year-end, if knownGST/HST account number, if registeredPayroll account number, if registered

Year-end record readiness

Select Yes or No for every item.

All business bank accounts are reconciled to the year-end

YesNo

All business credit cards and lines of credit are reconciled

YesNo

Accounts receivable and bad debts are fully recorded

YesNo

Accounts payable and accrued expenses are fully recorded

YesNo

Year-end inventory was counted and valued, if applicable

YesNo

Shareholder loan and due-to/from accounts are reconciled

YesNo

Records or bookkeeping notes

Step 4 of 5Corporate tax matters

Your answers identify common T2 schedules and information returns that may apply. Select Yes or No for every item.

Was the corporation related to or associated with another corporation?

YesNo

Were there loans, advances, benefits, or other non-routine transactions with shareholders, officers, or employees?

YesNo

Did the corporation receive dividends from another corporation?

YesNo

Did the corporation pay or declare eligible, non-eligible, or capital dividends?

YesNo

Were capital assets purchased or constructed during the year?

YesNo

Were capital assets, investments, real estate, or other capital property sold or disposed of?

YesNo

Did the corporation earn interest, dividends, or other investment income?

YesNo

Did the corporation earn rental or leasing income?

YesNo

Was the corporation a member of a partnership or beneficiary of a trust?

YesNo

Did the corporation have a permanent establishment in more than one province or territory?

YesNo

Were there non-arm's-length transactions with non-residents?

YesNo

Did the corporation own or hold an interest in a foreign affiliate?

YesNo

Did the corporation own specified foreign property costing more than CAD $100,000?

YesNo

Did the corporation earn foreign income or pay foreign income tax?

YesNo

Did the corporation perform scientific research or experimental development (SR&ED)?

YesNo

Did the corporation make charitable donations or gifts?

YesNo

Did the corporation receive grants, subsidies, forgivable loans, or other government assistance?

YesNo

Are there prior-year losses, credits, or balances to carry forward or back?

YesNo

Were corporate income-tax instalments paid for this tax year?

YesNo

Was there a change in ownership, control, corporation type, or share structure?

YesNo

Was there an amalgamation, wind-up, dissolution, or acquisition of control?

YesNo

Did the corporation receive a CRA review, audit, reassessment, or other unresolved correspondence?

YesNo

Details for every Yes answer

Step 5 of 5Documents and authorization

Upload the records needed to prepare the return. Do not send these documents through ordinary email.

Recommended year-end package

Current-year trial balance, balance sheet, income statement, and general ledger
Prior-year T2 return, schedules, Notice of Assessment, and financial statements
Bank, credit-card, loan, and investment statements covering year-end
Fixed-asset additions/disposals, invoices, and prior CCA schedule
Articles of incorporation, share register, and ownership-change documents
GST/HST, payroll, T4/T5, instalment, grant, donation, and foreign-information records that apply

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Upload corporate tax documents

PDF, XLS, XLSX, CSV, JPG, or PNG. Up to 20 files, 12 MB each and 100 MB combined. Files are encrypted and remain private.

Choose documentsNo documents selected

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Protected from submission to review

Corporate answers, tax identifiers, and documents are encrypted in private storage and available only through Taytan's protected owner dashboard.

I consent to Taytan Accounting Solutions collecting and using this information to assess and prepare the corporation's tax return, in accordance with the privacy notice.I confirm that the information and documents submitted are complete and accurate to the best of my knowledge.I confirm that I am authorized by the corporation to provide these records and instructions to Taytan Accounting Solutions.

Type the authorized officer's full name to confirm *

Pricing begins after review.

Corporate tax preparation starts from $1,000. Taytan will confirm a detailed quote after reviewing record quality, required schedules, and filing complexity.

Before you begin

Have your year-end records nearby.

The intake asks about the corporation, fiscal period, owners, financial records, and tax matters that may trigger T2 schedules.

Questions? Call 514-996-9984 or email taxwithtan@gmail.com. Do not send tax identifiers or corporate records by email.

Clear accounting support for individuals and growing Canadian businesses.

Based in Welland, Niagara Region

Remote service across Ontario

Practical numbers. Clear next steps.