RESOURCES Partners Service List Please complete Entity NameFamily GroupBilling Entity NameCompleting for Entity Type: Individual Sole Trader Partnership Limited Partnership Trust Estate Company Are Individual tax returns to be completed with the Trust?Please selectYesNoName First Last Are Individual tax returns to be completed with the Company?Please selectYesNoName First Last Services Required - please tick all that apply Onboarding Annual Financial Statements Tax Return GST Returns Resident Withholding Tax Fringe Benefit Tax Accounting Software ACC Payroll/PAYE Fuel Rebate Company Admin Trust Admin CooperAitken to be Trustee Payment of monthly accounts Dairy Farming stats Human Resource Marketing Advice Agri-Compliance Prepare Budget Forecast Onboarding - Estimated Costs $Annual Financial Statements - Estimated Costs $Tax Return - Estimated Cost $GST Returns - Estimated Cost $Resident Withholding Tax - Estimated Cost $Fringe Benefit Tax - Estimated Cost $Accounting Software - Estimated Cost $ACC - Estimated Cost $Payroll/PAYE - Estimated Cost $Fuel Rebate - Estimated Cost $Company Admin - Estimated Cost $Trust Admin - Estimated Cost $CooperAitken as a Trustee - Estimated Cost $Payment of Monthly Accounts - Estimated Cost $Dairy Farming Stats - Estimated Cost $Human Resource - Estimated Cost $Marketing Advice - Estimated Cost $Agri-Compliance Service - Estimated Cost $Prepare Budget Forecast - Estimated Cost $Add any additional pricing options or services not listed here:TOTAL ESTIMATED COST OF SERVICES:(Required)We require a fee estimate for all new clients. Please complete the estimated costs in fields above to ensure this field is populated.Annual Financial StatementsWhich system should be used for Annual Accounts? APS Xero Tax Return NA TaxApply for IRD Number? Yes No NA Apply for Non-Active Status? Yes No NA Taxable activity start dateBalance Date March May June July Other What year are we required to prepare financial statements/tax returns from?Income Level $Taxation ManagementProvisional Tax Calculations required? Yes No Provisional Tax Instalment First Provisional Tax Instalment Second Provisional Tax Instalment Third Provisional Tax Instalment Preferred Month to complete AccountsAnnual Financial MeetingAdditional Meetings Required Monthly Quarterly 6 monthly N/A Accountant Level Junior Intermediate Senior Senior Advance Investment Specialist (eg bloodstock) Accountant Level Junior Intermediate Senior Senior Advance Investment Specialist (eg bloodstock) Hours expectedPreferred Team MemberGSTAlready GST Registered? Yes No N/A Register for GST? Yes No N/A Start date for GST RegistrationGST Basis Payments Invoice Hybrid GST Period Six monthly Two monthly Monthly Who prepares GST? CooperAitken Client Will client training be required? Yes No Preferred team member to complete GSTHours to completeAccounting SoftwareCurrently using: MYOB Xero Farm Focus None Other Client interested in using: MYOB Xero Farm Focus None Other Will training be required? Yes No N/A Will client be using the software? Yes No Unsure N/A Hubdoc setup required? Yes No N/A Access required to Hubdoc? Client requires access Only link needed N/A Software start date:ACCACC review required? Yes No Current cover, if any? ACC CoverPlus Extra CoverPlus | Workplace Cover Currently no cover Income protection currently: Yes No Has either client received ACC weekly compensation in the last two years? Yes No PayrollWho prepares? CooperAitken Client Start date for wagesPayroll frequency Weekly Fortnightly Monthly No. of employeesWages paid: Salary Wages Are you currently employing? Yes No N/A Will you be employing? Yes No NA If employing, what is the start date?Using your own software? Yes, cloud based Yes, fixed point software No, not using any Which software do you use?Do you need advice for your software selection? Yes No N/A Do you need assistance to set up IRD? Yes No N/A Fuel RebateWhich Rebates? Previous Two Years Current Year only Company AdminLTC Election Required? Yes No This field is hidden when viewing the formTrust AdminThis field is hidden when viewing the formCooperAitken to be a TrusteePayment of Monthly AccountsNo. of monthly accountsThis field is hidden when viewing the formDairy Farming StatsThis field is hidden when viewing the formHuman ResourceMarketing AdvicePlease explain what areas you need advice with:Agri-Compliance ServiceWhich service are you interested in? Checkbox PAL (Full Service) - Compliance categories under People, Animals and Land will be managed by Checkbox Checkbox P&A - Compliance categories under People and Animals will be managed by Checkbox Checkbox A&L - Compliance categories under Animals and Land will be managed by Checkbox Prepare Budget ForecastWho prepares? CooperAitken Client Prepare actual verses budgets 1 2 3 6 Bank budget only Other Comments (if applicable)Form completed by:(Required)Who is the partner?(Required)CAPTCHA
