Monthly Bookkeeping Client SummariesMonthly Bookkeeping Client SummaryPlease complete one form per client to provide an overview to their business.Client NameLegal NameAs registered on their ABNABNACN (if applicable)Business Structure Trust Private Company Public Company Sole Trader/Individual Partnership OtherOther Structure TypeSummary of Business NatureWhat does the business do?Business Phone NumberMain Business Email AddressBusiness WebsitePrimary ContactContact Email AddressContact Phone NumberAll Other Company ContactsFill in all primary company contacts, including email addressesAccounting Software UsedActive Retainers Monthly Bookkeeping Quarterly Activity Statement Weekly Payroll Fortnightly Payroll Quarterly Super Monthly Super EOFY Quarterly Bookkeeping Weekly Bookkeeping Monthly IAS Monthly GST TPAR OtherOther Active RetainersBank Statements/Balances Bank Access Granted Request Bank Statements/Balances BothIf both, which accounts are requested?Unknown Transaction List Sent via Email Not RequiredIf Applicable, How are Quarterly Activity Statements Lodged? By Astute Sent to AccountantPayrollDo we process their payroll? Yes NoPayroll Frequency Weekly Fortnightly MonthlyPay Periodeg Monday – Sunday, Tuesday – Monday, Wednesday – Tuesday etcDay pay is processed onNumber of EmployeesAre timesheets submitted? Yes NoPayroll Processing Software Keypay QBO Xero MYOB OtherOther payroll processing softwareIs Superannuation Lodged? Yes NoSoftware for Super Lodgement Keypay/Beam Xero QBO ATO Super Clearing House MYOB OtherOther SoftwareTransaction ProcessingLightyear? Yes NoInvoices and Receipts pushed through to software? QBO XeroHow are invoices and receipts delivered Email directly to Lightyear Sent via Lightyear App Manually scanned and uploaded in officeΔ
