Accounting Client Intake Form
Fill in the information below.
Rows
Information
Company Name
Address
Contact Person
Title
Phone Number
Email
When did you start your company?
Please indicate the location.
The following is a list of the products and/or services that are available:
What kind of business do you run?
Sales Tax
Rows
YES
NO
What was the total revenue in your previous financial year?
Is your company currently registered for VAT?
Payroll Taxes/ Monthly Processing
Rows
Information
How many employees do you have?
Who is in charge of your payroll?
Are your employees paid a monthly salary or weekly wages?
Are your employees paid per hour or a fixed rate per month?
Are you registered for PAYE, UIF and SDL?
Do you use your corporate bank accounts to pay for directors' personal expenses?
What is the total number of business bank accounts you have?
How many credit cards do you have for your business?
What platform do you currently use for your accounts processing? (Xero, Sage One, Zoho Books, Excel etc.)
Do you have any debtors? If so, how are they tracked?
How many supplier do you have on your books?
Who is responsible for weekly/monthly payments to suppliers?
Make a list of any cash payments you make to suppliers.
Describe how the owner is compensated.
Contractors: Make a list of all the major suppliers/contractors.
Do you own a piece of property?
Bank Accounts - List of Bank Accounts
Notes
Please tick the services you require:
Submit
Should be Empty: