INTERACTIVE PREVIEW · VERSION 17 · Use fictional inquiry details · Local preview saves fictional inquiries in this browser · Excel downloads stay on your device
Winston & Company, Chartered Professional Accountants
Edmonton, Alberta

NEW CLIENT INQUIRY

Request an initial consultation

Tell us about your accounting and tax needs so we can review your inquiry and arrange an initial meeting.

Already a client? Contact your usual team or use your existing portal.
  1. 1Your needs
  2. 2A few details
  3. 3Review

Choose all that apply

One inquiry can cover your business, family, and planning needs.

Services needed

OFFICE FOLLOW-UP

Inquiry review

Owner: Rhonda · Partners have visibility
Partners, availability & staff

Manage who clients can meet with and who can be assigned to accepted work. These settings are saved in this browser.

Partners & availability

Set each day separately, with up to two booking windows. Times are in Edmonton time. A meeting must fit entirely within one window.

Calendar connection is not configured.

Calendar availability preview

No live calendar is connected. The email above identifies the calendar for future Microsoft 365 setup. Preview blocks below demonstrate how busy, tentative and out-of-office events remove booking times.

Out-of-office time blocks appointments even when it falls inside the partner’s booking windows. Availability is checked again before office approval.

    Active staff

    Enter initials | full TPS name, one person per line. Use the exact full name held in TPS. Remove a line to stop offering that person for new assignments.

    Staff directory only. Manage partners separately using the partner editor.

    Existing assignments are retained. Incomplete engagements assigned to inactive staff must be reassigned; completed setup records keep their history.

    Changes take effect when saved.

    Filings & services

    Add, edit, reorder or delete services, then save the list. Existing inquiries keep their recorded service names and deadline rules. Client form controls which options appear in the business filing dropdown.

    No inquiry previewed yet

    Draft

    Deadline: not provided

    Preview an inquiry to begin.

    NEXT ACTIONPreview an inquiry first

    An intake-based guide with discussion prompts and editable notes areas. Open the download to print or save as PDF. AI transcription and summaries will be added after a provider is selected.

    View submitted inquiry
    1

    Confirm the requested meeting

    Waiting

    No meeting requested. Arrange a meeting before continuing.

    2

    Record the meeting outcome

    Locked
    3

    Confirm each engagement

    Locked

    Record Partner’s decision, the accepted service and the responsible staff member for every engagement. Compilation + T2 and Review + T2 are approved once and assigned to one staff member. Their separate deadline dates remain visible. Personal tax starts with one engagement per individual for their earliest year needing help. Declined work stays in the decision record and is omitted from workflows.

    Record the meeting outcome first.

    Deadline rules and sources

    Review: firm target 90 days after year-end. Compilation: firm target 6 months after year-end. T2: filing due 6 months after tax year-end. Monthly / quarterly GST: 1 month after the reporting period. Annual GST: usually 3 months after year-end, with separate options for eligible December 31 sole proprietors and listed financial institutions. T4+T5: last day of February after the calendar year. Personal tax: April 30, or June 15 for self-employed taxpayers and eligible spouses; payment remains April 30. T3: 90 days after the trust’s tax year-end.

    CRA deadlines move to the next business day for weekends and the recurring CRA holidays. Additional provincial or exceptional dates can be entered below. Firm targets retain their calculated dates. An agreed workflow date changes the work target only. Special filing / payment dates must be verified separately. Sources checked October 5, 2026.

    Complete acceptance and deadline review to download.

    4

    Review records and prepare TPS import

    Locked

    Choose New TPS client or Existing TPS client for each accepted client. Complete the fields listed below, then download this inquiry’s client spreadsheet here. After importing in TPS, tick Imported. Existing clients do not need an import file.

    Import columns and mapping

    The download has the original Clients sheet and all 43 headers in order, including Business, SIC and SS/SIN. Legal names, mailing addresses and verified contact details map to their matching columns. Notes contain accepted engagement types, deadlines and supplied details without a dedicated column. Blank answers and information already mapped to other columns are omitted. Requested fiscal years stay in workflow records. Personal dates of birth, ages at intake and dependent details are included in Notes because the supplied template has no dedicated fields for them. YearEnd is four-digit MMDD text, reviewed by the office. Existing clients are omitted. SIN/SSN and SS/SIN stay blank; collect sensitive information through the secure portal. Optional custom field meanings and formats must be checked in TPS. The import creates client records only; portal access and workflows are completed separately.

    Client acceptance is required before reviewing import rows.

    5

    Complete onboarding

    Locked

    Finalized intake for your records

    When this inquiry is Set up or closed, download its printable intake record and data backup together. Store the ZIP in your client records and open the included Finalized_Intake.html to print or save as PDF.

    Remove completed inquiry from this register

    This frees register storage. The inquiry, meeting notes and its completed import details will be removed from WordPress. A small receipt remains. Other clients in shared import batches are retained.

    Complete the current step before moving to the next.