Client
Search the client hub
Action item
Quote status
Secure upload
CRA access
Business plans
Business plan intake
Service dashboard
Assigned after review
Service request
Use your request email
After intake
Pending review
Pending scope review
View progress
Document center
Ask a question
Request received
We review your intake details and confirm the type of support needed.
Your intake has been submitted and is ready for review.
Scope review
Service type, timeline, and scope are reviewed.
Quote & timeline
Your quote, estimated delivery date, and instructions are posted.
Upload instructions are provided for protected documents.
Work in progress
Your records are organized, cleaned, summarized, or prepared.
Ready for delivery
Your completed package is ready for handoff.
CRA login, tax slips, T4 slips, and document checklist
Important security note:
Official CRA sign-in services
Register for CRA online access
Get copies of tax slips
Understand your T4 slip
My Business Account
Represent a Client
Personal CRA information to gather
T4 employment slips from employers
T4A, T5, T3, T2202, RC62, RC210, RRSP or PRPP contribution slips
Notice of Assessment or reassessment
Prior-year return or carry-forward details, if available
Benefit, direct deposit, address, marital status, and dependent changes
Self-employment, rental, medical, donation, tuition, childcare, or moving records where applicable
Business CRA information to gather
Business number and program accounts, such as RT, RP, RC, or other applicable accounts
GST/HST returns, balances, remittances, and correspondence
Payroll account details, remittance records, PD7A or statement information
Corporation income tax notices, balances, installments, and letters
CRA authorization status for any accountant, bookkeeper, or representative
Filing deadlines, payment deadlines, and recent CRA mail or notices
T4 slips and CRA document guide
Payroll records, remittances, and year-end slips
Payroll file setup
Employee records and timesheets
Payroll deductions and remittance support
T4 slip preparation support
T4 Summary support
ROE and status-change file
Payroll report package
Business plans, cash flow, funding, and compliance roadmap
Use this area to keep business planning work connected to the same client hub as tax, payroll, bookkeeping, and document requests.
Startup business plan
Business model, startup costs, registration checklist, opening records, and first-year setup tasks.
Cash-flow and budget plan
Monthly forecast, expected revenue, fixed costs, variable costs, cash gaps, and owner draw planning.
Funding or lender plan
Business summary, funding purpose, document checklist, projections, and lender-ready support schedule.
Growth plan
Hiring, locations, equipment, marketing costs, revenue targets, and monthly reporting cadence.
Tax and compliance calendar
Corporate, GST/HST, payroll, installment, notice, document, and year-end filing reminders.
Payroll onboarding plan
Employee records, payroll software exports, deduction schedule, remittance tracking, and year-end slip flow.
Business plan status board
Complete business plan intake
View draft plan preview
Review CRA details
Review payroll setup
Business plan intake form
Use this hub form to collect the information needed for a startup plan, bank/lender plan, cash-flow plan, growth plan, or business client planning package.
Privacy reminder:
1. Contact and business identity
Legal business name *
Operating / trade name
Owner / main contact *
Email *
Phone
Business structure Select one Sole proprietor Partnership Corporation Professional corporation Non-profit Not registered yet Other / unsure