Forms

New clients start with one of the setup forms below. Existing clients order work and send payroll here, and send income and receipts from their client account. Not sure which form you need? Call 416-828-9797.

New to Prime

Open your file with us before sending anything else.

  • Personal tax return (T1)

    For individuals who want Prime to prepare their personal tax return.

    Have ready: Your SIN, date of birth and address, and the same for your spouse and dependants if you have them.

  • New corporation

    For a corporation that wants Prime to keep its books, file its taxes or handle its administration.

    Have ready: The legal name, business number, incorporation date and tax year end, and a signing officer’s details.

  • New client profile

    For new clients who need something other than a personal tax return or a corporation file.

    Have ready: Your name, address, phone and email.

Existing clients

For clients Prime already works with.

  • Order a service

    A personal or corporate tax return, or an HST return. Anything else can go in the notes.

  • Payroll calculation

    We calculate each employee’s pay and deductions for the period.

    Have ready: The pay period and each employee’s gross or net pay, with hours if you track them.

  • IFTA trip report

    For trucking clients. We prepare your IFTA return from your trip records.

    Have ready: Truck number, starting odometer reading, and the readings where you entered and left each state or province.

  • Income and receipts

    Sent from your client account. Prime opens accounts for clients, so call us if you do not have one yet.

Guides and tools

  • Filing guide

    How personal tax, corporation tax and IFTA filing work with Prime, step by step.

  • Financial data example

    A filled-in example of the financial statement data we may ask for. Nothing on it is sent.

  • Invoice generator

    Build a tax-ready invoice for your own customer, as a PDF or by email.