New Client Registration Form New Client Registration Form Online form for new clients to complete Legal Name(Required) Business (Trading) Name(Required) Entity Type(Required)Company, trust, sole trader etc. ABN(Required) Contact Name(Required) Date of Birth Business Phone(Required) Mobile(Required) Email(Required) WebsiteIf applicable Postal Address(Required) Business Address Business DetailsType of Software Utilised(Required) ATO Lodgement Frequency(Required)Monthly Activity Statements, Quarterly Business Activity Statements Accounts Contact(Required) Accountant(Required) Legal ConsultantIf applicable Banking ConsultantIf applicable Other Related EntitiesIf applicableRange of Services Recording of receipts and payments into accounting software Reconciliation of bank and credit card accounts Reconciliation of debtors, creditors and inventory subsidiary ledgers Posting of journal entries where necessary Preparation of Business Activity Statements and Instalment Activity Statements Lodgement of Business Activity Statements and Instalment Activity Statements Payroll attendances at weekly/fortnightly/monthly intervals Completion of annual payroll tasks as required by the Australian Taxation Office Preparation of weekly/fortnightly/monthly/quarterly financial statements Preparation of the financial year-end work-papers for your tax agent Bookkeeping training Cash flow statements, Profit & Loss forecasts and budgets Phone and email based support Dealing with the ATO on your behalf on matters relating to BAS agent services Administrative tasks as required Additional work as agreed Additional WorkAs agreedNotesFurther notesIf applicable Δ
