New Client Questionnaire

Trading Entities

Do you currently have any ATO Debt/s?

Yes No

Do you have any superannuation outstanding?

Yes No

Payroll tax

Yes No N/A

What is your BAS Cycle

Monthly Quarterly Annual

Proof of ID

Workers CompensationWhat is your policy details?

Have you had any ATO audits in last 2 years?

Yes No

Have you had any director penalty notices?

Yes No

Do you have any ASIC fees outstanding?

Yes No

Trade Creditors

Yes No

Do you have any outstanding accounting fees?

Yes No

Company registers / permanent documents

Held by client Held by accountant

Do you have copies of your last accounts?

Yes No

What accounting software do you use?

XERO MYOB Other

Do you have a bookkeeper who managed bank reconciliation and processing?

Yes No

How do you receive your IAS?

Quarterly Monthly

How is the superannuation processed?

Super clearing Auto super-xero MYOB

Any other notes:

	02 4628 9555
	fkw@fkw.com.au
	Level 2, Suite 2201 31B Lasso Road Gregory Hills, NSW, 2557