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Bookkeeping Client Intake Form
I need a Bookkeeping Client Intake Form for my small accounting practice that handles both UK-based retail clients and international e-commerce businesses, with specific sections for VAT reporting and multi-currency transactions.
1. Client Information: Basic business/individual details, registration numbers, contact information
2. Business Structure: Legal entity type, ownership details, subsidiary information
3. Financial Information: Fiscal year, reporting currency, bank details, previous accountant
4. Service Requirements: Scope of bookkeeping services needed, frequency of reporting
1. VAT Information: For VAT-registered businesses only - registration number, filing frequency
2. Payroll Services: If client requires payroll processing - employee counts, payroll frequency
3. International Operations: For businesses with overseas transactions - foreign currency, subsidiaries
1. Service Level Agreement: Detailed breakdown of services and response times
2. Fee Schedule: Pricing structure and payment terms
3. Document Checklist: List of required documents for onboarding
4. Privacy Notice: Details of data processing and protection measures
Authors
Authorised Representative
Business Day
Client
Client Data
Commencement Date
Confidential Information
Data Protection Legislation
Fees
Financial Records
Financial Year
HMRC
Money Laundering Regulations
Personal Data
Professional Standards
Regulatory Requirements
Services
Service Provider
Term
VAT
Working Papers
Business Details
Service Requirements
Data Protection
Confidentiality
Record Keeping
Financial Year Information
Banking Details
Tax Registration Status
Previous Accountant Details
Money Laundering Compliance
Document Retention
Communication Preferences
Authorization
Declaration
Professional Standards Compliance
Service Level Requirements
Fee Structure
Payment Terms
Privacy Notice
Terms and Conditions Acceptance
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