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Cloud Accounting with XERO

Get A Quoteadmin2019-10-30T07:33:12+10:00

Client Information Form

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Client Information Form
Hi, To help serve you better please take a few minutes to complete this Form so I can understand more what your needs are.

I offer a full monthly bookkeeping service from bank reconciling to ATO lodgements so you can work on your business day to day

If this is what you are looking for, please submit this form for a customised quote from your answers.
What is your Business Name?*
Name
First Last
Email*
Phone*
What is your location?

Are you registered for GST?*
- Yes
- No
How many business bank accounts do you have?
- 1
- 2
- 3
- More than 4
How many business credit cards do you have?
- 1
- 2
- More than 3

When was your last BAS lodged? If it's not within the current quarter, please give details*
Would you like your quarterly BAS lodged for you?*
- Yes
- No
- Not registered for GST
How many employees do you have, including Directors?*
- None
- 1
- 2
- 3-5
- 5-10
- Over 10
Directors are still employees
Do you have a monthly IAS to be lodged for PAYG withholding tax?
- Yes
- No
- Not applicable - no employees
If you have employees, when was the last Super lodged for them?
Would you like your employee's Super lodged for you?
- Yes, monthly
- Yes, quarterly
- I lodge it myself
- No
- Not applicable
Do you require any payroll or Single touch payroll assistance? If yes, please give details or just type No

Which accounting software do you currently use?*
- Xero
- MYOB accountright
- MYOB Essentials
- Quickbooks online
- Excel spreadsheets
- None
- Other
Would you be interested in Xero?
- Yes
- No
- Already have Xero
How would you prefer to send me your expense receipts and supplier Tax invoices?
- Hubdoc (free with Xero)
- Upload through the software app
- Send via email
- Drop them off to me
This is required by ATO Law for me to complete your BAS lodgements.
What is your approximate Annual Turnover?*
- $50-$100K
- $100-250K
- $250-$500K
- Over $500K
Would you prefer to pay weekly or monthly for my services?
- Weekly
- Monthly
Do you have any questions?
Thank you
Once this form is received, I can send you a quote customised for your needs.

Payment for fixed fee services will be on a weekly or monthly direct debit with the first payment upfront to get started.

No surprise bills and all your financials are taken care of. It's not a cost, it's an investment for your peace of mind!
Date
Date Format: MM slash DD slash YYYY

Sally's Bookkeeping Services © Copyright | All Rights Reserved. Hawkesbury , Richmond and Kurrajong

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