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Client Data Sheet For Businesses

This document is a client data sheet for businesses that collects contact information, details about the business and its services, prior accountants, industry classification, and marketing details. It also includes sections to identify the engagement partner, billing and tax preparation staff, year end, fee estimates, and tax services to be provided such as compliance, consulting and software use. File preparation and required databases are also noted.

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Matt Tupper
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171 views

Client Data Sheet For Businesses

This document is a client data sheet for businesses that collects contact information, details about the business and its services, prior accountants, industry classification, and marketing details. It also includes sections to identify the engagement partner, billing and tax preparation staff, year end, fee estimates, and tax services to be provided such as compliance, consulting and software use. File preparation and required databases are also noted.

Uploaded by

Matt Tupper
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CLIENT DATA SHEET

For Businesses
(including sole proprietorships, pension and
profit sharing plans, estates, and trusts)

Client # Group with


Business name
Address
Street City County State Zip + 4
Mailing address
(if different) Street or P O Box City State Zip + 4
Business phone Business fax
Contact Title DOB
Salutation Dear Home phone
Cellular/Mobile phone(s) E-Mail address
Contact Title DOB
Salutation Dear Home phone
Cellular/Mobile phone(s)

Account Information
Engagement partner Billing staff Contact staff 2nd ptr Tax ptr/mgr
Year end Fee estimate Mark billing rates up/down to % Pay fees to
New client packet/letter ................................................................. Date sent
Engagement letter ......................................................................... Date sent _________________
(Attach sample, or use checklist on back page for tax engagements).

Check one:
Corporation (for profit): C S Not-for-profit: A-133
Other
Partnership (includes LLCs) Pension/Profit Sharing
Estate: Form 706? Date due Fiduciary
Other (describe)

File Preparation
Check all that apply:
Billing file
Workpaper holding file
Permanent workpaper file
Tax file(s) Dated _____________________________
Permanent tax file
Other (specify)
Route files to: File room
Staff Name
***Please go to next page***Check all that apply:
Tax Services:
Compliance/returns (next return Due Date? 990-T? Yes No
) Form 8752 (Sec 4442 Elec.)?
Other state returns (state(s)? Yes No
) Property tax return (county?
[Name] City license/[Name] County )
Tax consulting/advice Retirement plan administration
Add to tax software? (attach prior year return)
Other (describe)

Accounting Services:
Audit
Review
Compilation: Full disclosure Nondisclosure
Monthly Quarterly Annual only
Payroll
Quarterly reports
Year end reports (Forms W-2, 1099, etc)
Other (describe)
Computer Services:
Software and hardware evaluation Software and hardware installation
Software support and training Software development and implementation
Other (describe)
Other Services (describe):

Databases
Time & Billing Tax due date list Marketing

Not-for-profit newsletter: Addressee(s)


Mailing address (if different from page 1):

Street or P O Box City State Zip + 4

Payroll mailing list: Addressee(s)


Mailing address (if different from page 1):

Street or P O Box City State Zip + 4


***Please go to next page***
Marketing
Lead Source:
Staff development Nonprofit newsletter
Trade association Yellow pages
Trade show Past client
Advertising
Seminar/meeting
Client referral (who?)
Other referral (who?)

Industry Classification:
Construction
General HVAC/Mechanical Electrical Home builder Roofing/sheet
metal
Real estate development Landscape Heavy/highway
Supplier Vendor
Nonprofit
Animal welfare Arts/cultural & humanities Education Foundations & trusts
Housing Human services Health care Religion Environment & wildlife
Public policy, advocacy, research Professional & trade association Historical
Other
Transportation
Automotive
Manufacturing
Wholesale
Retail
Distributor
Service
Insurance Attorney Architect Other
Printing

Association Memberships

Attorney
Banker
Insurance
Bonding Agent
Previous Accountant

Comments:

Originating staff approval Date

Managing partner approval Date

Client acceptance attached?


***Please go to next page***
TAX ENGAGEMENT LETTER CHECKLIST

SERVICES

Federal Fee quote $____________


State
County Use standard fee paragraph
City Effective date(s):
Other State ________________________
Other _____________________
Other _____________________
Other _____________________

Other instructions:

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