Put '0' if you have no employees
We get it. Administrative questions are not the most fun of questions but its something we've got to ask to make sure we're both on the same page.
Example: Operating Companies, Holding Companies, Numbered Companies, Trusts, Charities.
If you don't have a company name, please put Name= N/A.
If different from the provided email.
To get a good idea of the amount of work we'll need to do, please let us know what type of accounts you have and the quantity of those types accounts. Examples: savings, chequing, credit card, investments, loan and/or mortgage accounts
We'll be reaching out to these firms/individuals to gather more information on your behalf. They may also correspond with us for limited information.
Example: Accountant, Lawyers, Financial Advisor, Assistant
Please list all the physical and mailing address for your home and business. If no separate mailing address is specified, we will assume that the physical address is also the mailing address.
This will help you create all the entities in Glide along with activated systems, routes and trigger dates. Once submitted, you'll need to go in and make sure all the relationships are set up. If payroll is required, please manually make sure the trigger dates are set up in Glide.
Next year end date
Last day of mo for bkg
Next Feb 28th
Usually 3 bus days before pay out
Same date as YE
if no SIN, put "No SIN + [parent SIN]
April (June if self-employed)
Usually 3 bus days before pay date
Same date as corp. YE or Calendar YE
(If not available, "No Trust + [Bus No.]
Valid for 21 years
End of March
End of January