Corporate Tax Intake
This is Form GA-15, the intake we need before preparing a corporation's T2 return — one per corporation, each fiscal year. Work through it here and download the finished PDF at the end, or download the blank form and fill it in by hand.
Nothing you type on this page is sent anywhere. The PDF is built on your own device, and you send it to us yourself through the secure upload link. That matters here because the CRA asks for the SIN or business number of every shareholder with 10% or more, and a SIN should never travel as an email attachment.
Every field except the corporation's legal name, a contact email, and the confirmation at the end is optional. If you don't know something, leave it blank and we'll ask.
The documents to send with it are on Form GA-16, the corporate document checklist. What a return costs is on the corporate tax page.
01
The Corporation
The nine digits on any CRA letter to the corporation. Not to hand? Leave it blank.
02
Main Contact
The person we go to with questions.
03
Directors & Shareholders
Every director, and anyone owning 10% or more of any class of shares. The CRA asks for each one's SIN — or business number, if the shareholder is a company — for Schedule 50.
SINs and business numbers are checked for typos on your device only. Prefer not to type one? Leave it blank and write it on the downloaded PDF. More than four people? Note the rest in section 09.
04
About the Corporation
These decide which schedules and rates apply. Answer for the fiscal year above.
05
Accounts with the CRA
Which program accounts the corporation has, besides corporate income tax.
06
Your Records
What you can send us for the year. Check everything that applies.
Books that aren't kept yet are priced as bookkeeping first, quoted before any work starts. We prepare the T2 from the corporation's records and don't audit or verify them, and we don't prepare audited, reviewed or compiled financial statements — Greywood Advisory is not a licensed public accounting firm. If a bank, lender or shareholder needs one of those, it has to come from a licensed firm, and we'll tell you if that applies.
07
What Happened This Year
Check everything that applies — we'll ask for the detail.
Not sure whether something counts? Check it anyway or note it in section 09 — deciding what applies is our job, not yours.
08
Prior Years & the CRA
09
Anything Else We Should Know
Changes in the business, CRA letters, things you're unsure about, people beyond the four above.
10
Confirm & Download
The downloaded PDF still has a signature line — sign it by hand or electronically before sending it back.
Downloaded. One step left.
Sign the form, then send it back with the documents on Form GA-16 through our secure upload page. No sign-in needed, and nothing travels as an email attachment.
Nothing was transmitted from this page — the file went straight to your downloads folder.