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Client Questionnaire accounting services quote

Company:
Date:
E-mail:



1) Type of business:
(Plese select one or two boxes)


A brief description of the business






2) Number of places where business is conducted:


offices


stores


warehouses


production facilities


city and district of the company's main headquarters:


3) Tax settlement method:

Does the company pay VAT?
yes no
Is the company exempt from paying income tax?
yes no
Annual turnover in thousands of PLN


4) Number of documents monthly

Sales invoices
Cost invoices
including:
services:
goods:
Other documents (e.g. business trips, goods received note, goods issued note, internal expenditures)
Number of items in cash reports per month:

5) Other informatione

Number of active customers:
Number of bank accounts
Average number of banking transactions per month
Amount of depreciable assets

Does the company conduct retail sales?
yes no
Number of cash registers used

Does the company export?
yes no
Does the company import?
yes no
Are there transactions from within the EU?
yes no
Does the company conduct currency transactions?
yes no
Name of the software used to manage sales

6) Number of employees

employed on an employment contract:
employed on an order/commission contract:
employed on a specified work contract:

7) Reports and statements

Does the company use a particular method for reporting to owners?
yes no
besides a monthly results statement does the company expect other reports?
yes no
Please specify the types of reports expected.




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