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Bookkeeping Client Intake Form

Bookkeeping Client Intake Form Template for New Zealand

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Key Requirements PROMPT example:

Bookkeeping Client Intake Form

"I need a Bookkeeping Client Intake Form for my small retail business in Auckland, focusing on basic bookkeeping services and GST compliance, with the form to be implemented by March 2025."

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Document background
The Bookkeeping Client Intake Form is a foundational document used at the commencement of a bookkeeping service engagement in New Zealand. It is designed to capture comprehensive information about the client's business, including legal structure, financial reporting requirements, and specific service needs. This document ensures compliance with New Zealand's regulatory framework, including the Financial Reporting Act 2013, Tax Administration Act 1994, and Privacy Act 2020. The form serves as the initial step in establishing a professional bookkeeping relationship, enabling service providers to understand client needs, assess compliance requirements, and determine appropriate service levels. It is particularly crucial for maintaining accurate records and ensuring all necessary information is collected upfront to facilitate efficient service delivery and regulatory compliance.
Suggested Sections

1. Client Information: Basic contact details, business name, trading name, and primary contact person information

2. Business Details: Legal structure, incorporation details, IRD number, GST registration status, and business activity description

3. Financial Information: Current accounting system, fiscal year end, reporting frequency, and bank account details

4. Service Requirements: Specific bookkeeping services needed, frequency of service, and reporting preferences

5. Authorization: Permissions for accessing financial accounts, dealing with IRD, and other necessary authorizations

6. Declaration: Client confirmation of information accuracy and acknowledgment of terms

Optional Sections

1. Additional Contact Persons: For businesses with multiple key stakeholders or contact points

2. International Operations: For businesses with overseas transactions or foreign currency considerations

3. Payroll Information: For businesses requiring payroll services, including number of employees and payroll frequency

4. Previous Accountant Details: Information about previous bookkeeper or accountant, if applicable

5. Special Industry Requirements: For businesses in specialized industries with specific reporting or compliance needs

Suggested Schedules

1. Schedule A - Service Package Details: Detailed breakdown of selected bookkeeping services and their frequencies

2. Schedule B - Fee Structure: Pricing details for different services and payment terms

3. Schedule C - Required Documentation: Checklist of documents needed from the client

4. Appendix 1 - Privacy Policy: Details of how client information will be handled and protected

5. Appendix 2 - Terms and Conditions: Standard terms and conditions for bookkeeping services

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






























Clauses



























Relevant Industries

Retail

Manufacturing

Professional Services

Hospitality

Construction

Technology

Healthcare

Agriculture

Real Estate

Non-Profit Organizations

E-commerce

Consulting

Trade Services

Education

Relevant Teams

Finance

Accounting

Administration

Client Services

Compliance

Operations

Business Development

Risk Management

Customer Relations

Document Control

Relevant Roles

Bookkeeper

Accountant

Financial Controller

Business Manager

Practice Manager

Compliance Officer

Financial Administrator

Account Manager

Business Development Manager

Office Administrator

Small Business Advisor

Tax Specialist

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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