Accounting Offline Version Accounting Tax Blog Log in (+65) 3159 4255 Start Your Free Month Step 1 of 6 16% New customer onboarding questionnaire We are excited to onboard you! Please fill out the quick questionnaire and book the onboarding meeting with our team. We look forward to welcoming you. Your detailsTell us a bit more details about yourselfFirst Name(Required)Last Name(Required)Email(Required)Phone Number(Required) Basic details of your companyTell us some basic details of your companyCompany Name(Required)Company Registration Number(Required)Country of Incorporation(Required)SingaporeUnited KingdomUnited States of AmericaCompany Registered Address (with zip/postal code)(Required)What is your company incorporation date (dd/mm/yyyy)? DD slash MM slash YYYY What is your company Financial Year End (YE)(Required)US Company Structure(Required)Sole ProprietorshipLimited Liability Partnership (LLP)Limited Liability Company (LLC) (Single Member)Limited Liability Company (LLC) (Multiple Member)C Corporation (C Corp)S Corporation (S Corp)Nonprofit OrganizationProfessional Corporations (PC)Professional Limited Liability Companies (PLLC)US ArticlesPlease attach the company Articles of Incorporation / Association / Organisation. Please note that even though this is not mandated at this stage, this information evidence helps the process to be streamlined. So we appreciate if you can take a moment to attach an articles.Max. file size: 8 MB. Company Structure(Required) Sole Proprietorship (Sole Trader, Self Employed) Partnership Limited Liability Partnership Private Limited Company (Pte Ltd) Business ProfilePlease attach the company Business Profile from ACRA. Profile should be having the latest Directors and Shareholders. If unsure you can download the latest one for $5.5 from www.bizfile.gov.sg > Buy Information > Business Profile Please note that even though this is not mandated at this stage, this information evidence helps the process to be streamlined. So we appreciate if you can take a moment to attach an updated profile here.Max. file size: 8 MB. Company Registered in England and Wales Wales Scotland Northern Ireland Company InformationPlease attach the latest Company Information document. Please note that even though this is not mandated at this stage, this information evidence helps the process to be streamlined. So we appreciate if you can take a moment to attach an updated document here.Max. file size: 8 MB. More about your companyHelp us understand your business and existing accounting processWhat is the nature of your business?(Required)What is your website address (if any)?(Required)What is your projected annual revenue for the current financial year?(Required)Will you be availing accounting services from us?(Required) Yes No Will you be availing payroll services from us?(Required) Yes No Accounting RequirementsGive us details about your accounting requirementsHow frequently would you like your books to be prepared?(Required) Annually, once a year after year end Monthly Not sure, I need advice / discussion Is your business Sales Tax (VAT / GST) registered?(Required) Yes No When did you last file corporate(ion) taxes for this company?(Required)How do you capture your sales and business data?(Required)Ex: ERP systems like Shopify, RavelPOS OR excel based invoices OR accounting system like XERO etc.Which accounting system do you use for the company?(Required) I don't have one / I use excel Xero Quickbooks MYOB Other How do you collect payments for sales?(Required) Credit Card Insurance NETS (Singapore) Cash Digital Wallets Others Tell us which other collections methods you use(Required)Is the type of payment recorded against sales?(Required) Yes No Do your employees submit receipts for reimbursement?(Required) Yes No Which system do you use for reimbursement ?(Required)Google forms, excel, system name, no specific systemHow do you pay your invoices, bills and other receipts?(Required) Credit Card Cash Bank Transfer Cheques Other Tell us which other payment method you use(Required)Since you use cash in your operations, can you tell us if you maintain a cash register?(Required) Yes No Since you do not maintain a cash register, how do you manage your cash?(Required)its ok to say that you don't manage cash well or its a problem area for your business. We can help.Please provide your main bank account details(Required)Bank Names (and Account numbers if possible)Please provide names of any wallets you usee.,g. Wise, Aspire, Tide, Revolut, MonzoDo you have any special accounting requirement?Who has been managing your accounts so far?(Required)Ex: In-house, outsourced etc. If outsourced, to whom?Who is your current Filing Agent / Secretary(Required)Name of Filing Agent / Secretary. Enter "None" if you dont have one yet Payroll RequirementsGive us details about your payroll requirementsFrequency of Payroll(Required)MonthlyFortnightlyPeriod of First Payroll(Required)Number of Employees(Required)List of locations where employees will work from(Required)Comma separated list of all locationsNumber of Contractors(Required)List of locations where contractors will work from(Required)Comma separated list of all locations Do you have more than 1 company?If yes, can you just give is all the names here and their relationships if any for now. The team will connect with you for a full onboarding of all companies Getting stuck? Initiate a chat with us below.
