2024 Business Questionnaire

Please complete this form by January 10, 2025. Thank you.

The information requested on this form is for the closing of your business books for 2024 and the preparation of your business income tax return. Please be sure that all information is accurate.

Please upload any additional attachments to your personal portal. It is imperative that we have this signed data sheet prior to completing your tax return.

If you need help preparing this form or need to set up your personal portal, please call or email your accountant.

FOR ALL ITEMS BELOW, PLEASE INDICATE THE BALANCES AS OF THE LAST DAY OF YOUR FISCAL YEAR