Phone 09 424 4684
Mobile 021 912 184
Fax 09 424 4688
Email greg@douglasconsulting.co.nz
Address

Douglas Accounting
PO Box 308001
Manly 0952
Auckland

 

QUESTIONNAIRE FOR APPROXIMATE FEE QUOTATION

 

TYPE OF BUSINESS

 

     

Please Tick

 

     
Self employed individual    
Company How many Shareholders?

Partnership

How many Partners?

Trust How many Beneficiaries?

 

What does the business do?

 

 

 

Are you GST registered? Yes No
Do you employ? Yes No

 

Your contact details

 

Name
Address :
Phone :
Fax :

Email :

 

 

Are all your Inland Revenue Department requirements up to date ?
( e.g. tax returns outstanding or tax arrears, GST / PAYE arrears )
Yes No

 

 

 

 

If no, what IRD problems do you have?

BUSINESS RECORDS

What sort of records will you be posting to us?

IF Bank Statements, cheque butts, deposit slips etc

 

  How many many bank accounts do you use for business?
  Approximate number of bank statements per annum
  Are the bank statements full?
  Do they include extra pages e.g. BS pg 45/1, 45/2 etc Yes No
  If yes how many and do they include transactions?

 

IF You use a software programme

 

  What programme do you use?
  We require a copy of the trial balance for general ledger and copy of detailed general ledger (every account showing every transaction for the year)

 

IF Cashbook programme

 

  Is the cashbook reconciled? Yes No
  How many bank accounts do you use for business?

 

IF Other information

 

  Please advise what information you would normally give your accountant?  
 

 

SUPPLEMENTARY INCOME

 

 

What other income does the business / shareholders / partners have?

 

 

Interest Income

 

 
  From one source Yes No
  From more than one source Yes No
  How many sources?
 

 

Dividend Income

 

 
  From one source Yes No
  From more than one source Yes   No
  How many sources ?
 

 

Rental

 

 
  From one Property Yes No
  From more than one Property Yes   No
  How many Properties ?
 

What sort of records will you provide for rental income?

 
 
 

 

Trusts or Estates

 

 
  From one source Yes No
  From more than one source Yes No
 

 

Other sources of income

 

 
  Please advise any other forms of income you received.  
 
 

 

 

OTHER REQUIREMENTS

 

 
  Do you require bookeeping assistance ?  Yes No
  Do you require my office to complete GST returns for you
 Yes No
  If yes how many GST periods ?  
  What sort of records will you provide ?  
 
 
 
 

 

Do you require PAYE support and preparation ?

 

Yes

 

No

  If yes how many employees ?  
  Do you require monthly or quarterly accounts ?  
  If yes to what extent ?  
 
 
 
 

 

Other requirements

 

 
  What other requirements will you have with my office ?  
 
 

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