Client Vetting Form | Macquarie Business Accountants

Your Details

First Name

Last Name

Email Address

Phone Number

Questionnaire

Do you have a busines?
Yes No

Do you have a SMSF's?
Yes No

What Type of Business(s) do you have
Professional Services (Finance, Business, Legal) Healthcare Services Manufacturing Not For Profit Retail/Hospitality Primary Producer/Agricultural E-Commerce Wholesaler/Distributor Construction Other

Please specify

How long have you been in business?

How Many Entities Do You Have?

What is your annual combined turnover (All Entities)

What services are you seeking assistance with?
Bookkeeping Payroll Management BAS & IAS Management SMSF Annual Company Compliance Business Start Up Tax Planning

What is the status of your Tax Returns?
Lodgements are overdue Lodgements are up to date

What is your business structure?
Sole Trader Partnership Corporation Trust

What are your current financial objectives?
Tax planning strategy Cash flow management Bookkeeping is not up to date Tax Returns are not up to date ATO Debt Management SMSF Administration Other

Please specify

Do you use Cloud Based Accounting Software?
Yes No

If yes, please tick which one
XERO MYOB QuickBooks

Do you employee staff?
Yes No

Are you registered for GST?
Yes No

Do you have any of the following?
Business Loans Hire Purchase Agreements Lease Agreements

Do you pay FBT?
Yes No

Any Additional Comments?

Client Vetting Questionnaire

Where to Next...

Contact Us