INITIAL ASSESMENT FORM

This form may be submitted online or faxed to 08 8362 0326.
For printable pdf version, click here. (left click to open, right click to save target as to save)

Please fill in all fields applicable to your business. In Qty Monthly show the amount of transactions for each category per month.

 

Business Name:
Contact Person:
Phone Number:
How did you hear about us?
 
  QTY Monthly Comments
CUSTOMERS
  
Customer Invoices
Statements
   
SUPPLIERS
    
Suppliers
Other Receipts (petrol,amenities)
Cheques
   
BANKING
    
Bank Accounts
Credit Card Accounts
Personal Use
   
STOCK
    
Enter Stock Codes (Items)
Reports
   
BAS
    
Prepare and Lodge
   
REPORTS
    
Profit and Loss Reports
Cash flow Statement
   
PAYROLL
    
Payroll - Number of Employees
PAYG, Super, WorkCover
Reports