Forms to work with Prime.
Pick the form that matches your request and send it to Prime Accounts Inc. The intake and order forms below are the main starting points; the reference tools further down help if you want context before submitting.
Intake and order forms.
Set up as a new customer.
Setup a new customer with Prime Accounts Inc. This is the starting point for opening your client file with us.
Set up a new corporation.
Setup a new corporation with Prime Accounts Inc for bookkeeping, tax, and administration support.
Order a service from Prime.
For existing clients who want to order a service from Prime Accounts Inc — bookkeeping, tax, payroll, or follow-up work.
Send payroll data for calculations.
Send payroll data for calculations to Prime Accounts Inc so we can prepare your pay run and reporting.
Send receipts information.
Send receipts information to Prime Accounts Inc so your expenses are captured in your records.
New client for personal tax return(s) T1.
Start a personal tax file as a new client for personal tax return(s) T1 and share the initial details Prime needs.
Helpful references if you need context before submitting.
Financial Data Example
A form shown as an example of the financial data that may be requested when Prime prepares your information.
Client Portal
Ongoing bookkeeping records, receipts, and invoices are best sent through the client portal workspace.
Popular Services
Review the most requested services and jump straight to the matching form if you are not sure where to start.