Client Onboarding FormThank you for deciding to choose Rautaki Bookkeeping for your business support. Please fill in the online form below so we can gather information we need to begin our services. Organisation's legal name * Are you a director of the organisation? * Yes No Your full legal name * First Name Last Name Your preferred name Please name any additional directors Are you onboarding as an organisation and/or individual? * This authorises our access to your information as an organisation, individual or both held with government agencies Organisation & Individual Organisation only Individual only Your email address * Your phone number * Country (###) ### #### Registered organisation's physical address * Address 1 Address 2 City State/Province Zip/Postal Code Country Registered organisation's postal address (if different to physical address) Organisation's website http:// Organisation's IRD number * Your IRD number (Only required if you have authorised us to access your individual information above) What is the nature of your organisation? * What product/services do you provide? Who are your customers? What is your average annual revenue? * This is the total income an organisation earns in a financial year (last financial year was from 1 April 2023 - 31 March 2024) What accounting software do you currently use? * None Paper records Spreadsheets Xero MYOB Other software Not sure If you have an existing Xero account, are you the subscriber of it? A Xero subscriber pays the monthly charges to Xero and can add users, change user permissions etc Yes No My Accountant holds the subscription Not sure Does your organisation have outstanding taxes to file? * Yes No Not sure Do you have an existing Bookkeeper and/or Accountant? * Yes No Do you give us authorisation to request information from your existing Bookkeeper/Accountant? * Information such as financial documents, reports, and/or accounting software account access or subscription transfer. We require this to transfer your services from another provider to us. Yes No Is your organisation GST registered? * Yes No Not sure I would like to be GST registered How often does your organisation file GST returns? 1-monthly 2-monthly 6-monthly Not sure Is your organisation payroll (EMP) registered? * This tax account is required to file payroll taxes for employees and/or contractors such as PAYE, withholding tax, schedular payments Yes No Not sure I would like to be EMP registered Does your organisation have payroll software? * Yes No Not sure How many transactions per month on average does your organisation process? This number should include transactions across all bank accounts and credit cards. The account transaction report in Xero will help identify this. Please provide details of your organisation's bank accounts (and credit cards/loans) below * Describe your bank provider, account numbers and/or credit card/loan credit limit and balances (do not enter your credit card number) Will you require us to have access to your bank accounts to assist in processing payroll or bulk bill payments each month? * This determine whether we need to complete signing authorisation with your bank provider to enable our access to bank accounts Yes No Not sure Do you have access to a computer/laptop with video & audio capabilities? * Our virtual meetings will require you to access to a computer/laptop with video & audio capabilities for our video calls Yes No Not sure How many staff do you employ and/or contract? * What is your preferred method of contact? * Select one or more options. Most of our communications are managed via email and are required in this format for legal authorisation and record keeping purposes. However, we can contact you via your preferred method for other communication or to advise you of an email requiring your response. SMS/Text Email Phone call Video call How did you hear about us? * Google Facebook Instagram LinkedIn YouTube Pinterest Networking event Mangawhai Business Association Word of mouth Referral Other Are you happy for us to promote your business? * This may include our website, newsletters, social media or marketing channels. Yes No Do you have further information that may be helpful for us? * Thank you for completing our Client Onboarding Form.We will be in touch again shortly with next steps.