Get Firm Update Form - Institute Of Chartered Accountants Of Ontario

Filling out the Firm Update Form for the Institute Of Chartered Accountants Of Ontario is essential for maintaining accurate records regarding your firm's registration. This guide will walk you through each section of the form, ensuring that you can complete it efficiently and accurately.

Follow the steps to complete your Firm Update Form online.

1. Click ‘Get Form’ button to access the Firm Update Form and open it in the online editor.
2. Enter your firm's identification number in the 'FIRM No.' field at the top of the form. Ensure that this number matches the registration details provided by CPA Ontario.
3. Fill in the 'PERSONAL INFORMATION' section with the current details of your firm, including the name of the firm, preferred mailing address, city, province, telephone number, fax, and email address.
4. In the 'REASON FOR UPDATE' section, check all applicable boxes to specify the type of updates you are making. Depending on your selections, you may need to complete different parts of the form.
5. Updates to name: If applicable, provide the current and new name of the firm, as well as the effective date of the change. If your firm's name includes specific terms that require Ministry approval, indicate that you have attached the necessary documentation.
6. Updates to address and/or office locations: Specify which office(s) require an update and provide the details for any changes. Indicate whether this is a change to the registered office, a secondary office, or an office closure.
7. Updates to operating status: Indicate the changes to the firm's operating status and if applicable, the effective dates.
8. Updates to firm contacts: Only record changes in this section. Provide updated information for all key firm contacts and ensure that any new contacts are correctly noted.
9. Updates to firm roster: List any changes to the firm's partners, associates, employees, or their statuses. Attach additional sheets if necessary.
10. If applicable, complete the section regarding firm closure, including the date of closure and any necessary documentation.
11. Complete the 'DISCOVERY INSURANCE COVERAGE' section by selecting the appropriate option and providing the necessary details.
12. Sign and date the 'MEMBER DECLARATION' section to confirm the accuracy of the information provided.
13. Once all sections are completed, review your form for accuracy. You can then save changes, download, print, or share the form as needed.

Start filling out your Firm Update Form online today to keep your registration information current.