Business Setup / Onboarding
setup_businessSet up your business profile to start tax accounting. Provide business details so the tax agent can act as your in-house accountant and remember them for future sessions.
Instructions
Set up the business profile. This is the first step — tell me about your business so I can be your in-house tax accountant. I'll remember everything for future sessions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| is_ccpc | No | Is it a Canadian-Controlled Private Corporation? | |
| industry | Yes | What does the business do? (e.g., 'software consulting', 'construction', 'retail') | |
| gst_number | No | GST registration number — if registered | |
| legal_name | Yes | Legal name of the corporation / business | |
| description | Yes | Brief description of what the business does | |
| entity_type | No | Business structure | corporation |
| business_name | Yes | Your business name (trade name) | |
| has_employees | No | Do you have any employees besides yourself? | |
| business_number | No | CRA Business Number (BN) — if you have it | |
| fiscal_year_end | No | Fiscal year-end (MM-DD). Most small businesses use 12-31. | 12-31 |
| incorporation_date | No | Date of incorporation (YYYY-MM-DD) — if applicable | |
| number_of_employees | No | Number of employees | |
| annual_revenue_estimate | No | Rough annual revenue estimate ($) — even a ballpark helps |