Accounting Client Intake Form Template for Singapore

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Accounting Client Intake Form

"Need an Accounting Client Intake Form for my Singapore-based accounting firm that specializes in tech startups, with extra emphasis on data protection and international transaction handling, to be implemented by March 2025."

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What is a Accounting Client Intake Form?

The Accounting Client Intake Form is a crucial document used by Singapore-based accounting firms to initiate client relationships and ensure regulatory compliance. This form collects essential information required by various Singapore laws and regulations, including the Accountants Act, PDPA, and AML/CFT requirements. It serves as the foundation for client onboarding, risk assessment, and service scope definition, while ensuring proper documentation for regulatory purposes. The form is designed to capture all necessary details while maintaining compliance with Singapore's strict professional standards and data protection requirements.

What sections should be included in a Accounting Client Intake Form?

1. Client Information: Basic contact details, business structure, registration numbers

2. Services Required: Checklist of accounting services needed

3. Financial Information: Fiscal year, reporting currency, accounting software used

4. Compliance Requirements: Tax obligations, GST status, filing deadlines

5. Authorization: Consent for data collection and verification processes

What sections are optional to include in a Accounting Client Intake Form?

1. Additional Services: Optional services like advisory or consulting, use when client needs extended services

2. International Operations: For clients with overseas operations or transactions

3. Group Structure: For clients with multiple entities or subsidiaries

What schedules should be included in a Accounting Client Intake Form?

1. Document Checklist: List of required documents for service commencement

2. Fee Schedule: Detailed breakdown of service fees and payment terms

3. Privacy Notice: Detailed PDPA compliance information

4. Terms and Conditions: Standard service terms and conditions

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Professional Services
Small and Medium Enterprises
Large Corporations
Non-Profit Organizations

Relevant Teams

Accounting
Compliance
Client Services
Risk Management
Operations

Relevant Roles

Accountant
Financial Controller
Compliance Officer
Partner
Client Service Manager

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What is a Accounting Client Intake Form?

What sections should be included in a Accounting Client Intake Form?

What sections are optional to include in a Accounting Client Intake Form?

What schedules should be included in a Accounting Client Intake Form?

Authors

Alex Denne

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