Welcome to the bpm Bookkeeping Service Getting Started Information Page.

Thank you for choosing BPM to provide for your Bookkeeping and Tax Reporting compliance needs.

To enable us to setup your business books, tax compliance cycle and begin providing the services, we will need some information from you that will form part of our files at the getting started stage and going forward.

1st., The Tax organizer. 

Click this link and print the tax organizer form

The purpose of this form is to help you zero into and easily pull together all of the applicable business documents, information and expense receipts needed for us to do the required bookkeeping and applicable year end business and personal tax returns.

2nd., The Start-up Information Sheet.

Click this link and print the business information form

Please complete this form with all applicable information

3rd., The Business Consent Form.

Click this link and print the business consent form

Enter your business name in part 1, your telephone number, the business number and complete and sign the part 5, section of the form. 

This form will inform CRA that we have been retained to represent you in matters relating to the business Tax returns including GST returns and information.

4th., The personal tax Authorization Form

Click this link and print the authorization form

Complete the Part 1 section of this form with name and social insurance number, and sign the signature section in Part 6.  This form is used to represent you on personal tax matters with CRA.

Keep in mind that included in our service, we also file the personal tax of your spouse, so please print a copy to be completed by your spouse.

5th., The personal Tax Information form.

Click this link and print the tax information form

This form is used to provide us with the personal information required for the preparation of your tax return. Complete the first section and the dependent section.  Leave the T-SLIPs and the other sections blank unless you will be providing T-Slips applicable to your year-end tax return.

If you have and will be providing us with T-Slips, indicate the number of each in the space provided and send us the originals. If preferred, you may send us copies and bring the originals with you to our office at the time scheduled for you to sign the returns.

Once you have pulled together all of the applicable information, call us for an appointment.

To schedule your appointment, call: 905-305-6696