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  • Client Information Form

    This information form will assist us in providing the best advice and solutions for your business. The questions below will help us define the services you require, provide you with tailored information suited to your business and assist us in providing a proposal for the requested services.

  • General Information

  •  -
  • Preffered Method of Contact*
  • Are you in the building and construction, cleaning, courier services, road freight, security/investigation/surveillance or IT industry?*
  • Current Software*

  • Would you like to move over to Xero?
  • Do you require one off assistance or ongoing assistance?*
  • Are you registered for GST?*

  • When will your GST registration commence?*
     - -
    2 digit day, 2 digit month, 4 digit year
  • Do you track inventory?*
  • Do you use or require job tracking?*
  • Is your bookkeeping up to date in your current software?*
  • Would you like us to complete your bank reconciliations for you?*
  • Do you receive cash payments from your customers?*
  • Do you have employees?

  • GST/BAS

  • Would you like us to reconcile, prepare and lodge your BAS?*
  • Frequency of your BAS lodgement:*
  • Do you report on a cash or accrual basis?*
  • Are you registered for Fuel Tax Credits?*
  • Do you have Fuel Cards? (E.G Caltex Star Card, BP Card)*

  • Payroll

  • Would you like us to process your payroll?*
  • Would you like us to reconcile, prepare and lodge your annual payment summaries?*
  • Would you like us to reconcile and lodge your superannuation?*
  • Number of Staff*
  • Do you require wage information such as rates, allowances and other award information?*
  • On what basis are your employees paid?*
  • Do you use timesheets for your employees?*

  • Do you have any contractors that are deemed employees? (Require super and PAYG to be withheld)*
  • Are you required to report and pay Payroll Tax?*
  • Is your Payroll Tax for multiple states or one state only?*

  • Accounts Receivable (Sales)

    For businesses who issue invoices for work to be paid at a later date (not at time of service)
  • Do you require us to assist with your accounts receivable?*
  • Are your invoices (sales) issued from Xero? If they are issued from another software, please advise the name of that software.*

  • Would you like to issue invoices from Xero?*
  • Would you like us to enter sales (invoices) for you?*
  • Would you like us to send invoice reminders and statements to your customers?*
  • How can your customers pay you? (Select all that apply)*

  • Accounts Payable

  • Do you require us to assist with your accounts payable?*
  • How many suppliers do you have credit accounts with? (Pay Later)*
  • On what basis do you make supplier payments?*

  • Would you like us to upload bills to be paid to your bank for you?*
  • Would you like us to provide you with an ABA file for bills awaiting payment?*

  • Inventory

  • Do you require assistance with Inventory?*
  • Which program is your inventory tracked through?*

  • Add On Programs

  • Do you use any of the following payment services for your business? (Select all that apply)*

  • Xero Training

  • Do you require any specific training?
  • Do you require assistance at your office, our office or remotely?*
  • What areas of Xero do you require training with? (Select all that apply)*

  • Additional Information

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