Get Quarterly Survey Of Financial Statements

This guide provides a step-by-step approach to completing the Quarterly Survey of Financial Statements online. It is designed to assist users in accurately filling out the form, ensuring compliance with legal requirements, and ultimately contributing to the understanding of economic conditions.

Follow the steps to successfully complete your survey

1. Click ‘Get Form’ button to obtain the Quarterly Survey of Financial Statements and open it in your preferred digital format.
2. Begin by filling in the Questionnaire Identification number (QID), followed by the company name, address, city, province/state, postal/ZIP code, and the contact details of the company official for this survey. Ensure that any pre-filled information is accurate.
3. Provide details regarding your financial year-end month. If there is any correction needed, make the appropriate adjustments.
4. Report for the specific quarter ending within the designated calendar period. Fill in the dates for the balance sheet and income statement, ensuring they are formatted correctly.
5. Complete Section A by detailing assets. Report all amounts in thousands of Canadian dollars. Include sections for cash, accounts receivable, investments, and fixed assets, specifying each component accurately.
6. Move to Section B to list liabilities and equity. Ensure to include accounts payable, loans, and any other liabilities, as well as equity items such as share capital and retained earnings.
7. Fill out Section C, which focuses on the income statement. Report operating revenue, expenses, and calculate the operating income (loss). Be detailed and ensure all figures reflect your financial performance accurately.
8. In Section D, provide disclosure on selected accounts, such as capital expenditures and current assets. Report as required and ensure all entries are justified.
9. Review your form for accuracy and completeness. Once finalized, you can save changes, download, print, or share the form as needed.

Complete your Quarterly Survey of Financial Statements online to meet your reporting obligations.