New Client Intake Form BUSINESS INFORMATION Please provide as much information as you can. Once submitted, our office will review and contact you to go through the next setps. Registered Business Name * Trading Name If your business trades under a different name to the name it is registered under, please provide. Entity Type * Sole Trader Company Trust Partnership Not For Profit Business ABN * Business Street Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Business Postal Address Please leave blank if same as street address Address 1 Address 2 City State/Province Zip/Postal Code Country CONTACT DETAILS Primary Contact Name * This is the person you would like our office to usually speak to in regards to your bookkeeping moving forward. First Name Last Name Role / Title * Phone (###) ### #### Email Preferred Method Of Communicatioons * Email Phone SMS Whatsapp BUSINESS DETAILS Do you have employees and require payroll support: * Yes No How many staff do you need to pay on payroll? If payroll support is required, please let us know the frequency and what day you pay payroll. i.e., Fortnightly, on a Thursday Will you require Virtually Sorted to submit your quarterly or monthly BAS on your behalf to the ATO? * Yes No Do you currently have a bookkeeper / accountant? If so, please give details Generally we will contact your accountant and introduce ourselves once we start work so we are able to get their preferences with coding within your file. Please let us know if you're not happy for us to do this. Current Software Please advise what software you currently use within your business that we may require access too. Authorised Contacts Please advise us of any staff or contacts you authorise us to speak too on your behalf. Authorised Person 1 First Name Last Name Phone (###) ### #### Email Authorised Person 2 First Name Last Name Phone (###) ### #### Email Other Information If you have any other details that you would like us to know, please leave details here. Thank you for your submission.Our office will be in touch very soon to go over the next steps.We look forward to working with you at Virtually Sorted.
