Bookkeeping Client Intake Form Template for Pakistan

A comprehensive client intake form designed for bookkeeping services in Pakistan, compliant with local financial regulations including the Companies Act 2017 and Income Tax Ordinance 2001. This document facilitates the collection of essential business information, financial details, and service requirements while ensuring adherence to Pakistani accounting standards and tax laws. It serves as the foundation for establishing a professional bookkeeping relationship, capturing all necessary details for regulatory compliance and effective service delivery.

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What is a Bookkeeping Client Intake Form?

The Bookkeeping Client Intake Form is a crucial document used when establishing a new bookkeeping service relationship in Pakistan. It serves as the primary information-gathering tool for bookkeeping service providers, ensuring they collect all necessary details about their clients' businesses as required by Pakistani law, including the Companies Act 2017 and relevant tax regulations. This form typically precedes any service agreement and helps establish the scope of required services, current financial practices, and compliance requirements. It's designed to gather comprehensive information about the client's business structure, tax status, financial operations, and specific service needs while ensuring compliance with Pakistani regulatory requirements and professional standards.

What sections should be included in a Bookkeeping Client Intake Form?

1. Client Information: Basic business details including legal name, trading name, business address, and contact information

2. Business Structure: Legal structure of the business (sole proprietorship, partnership, company) and registration details

3. Tax Registration Details: NTN number, Sales Tax registration, and other relevant tax identifiers

4. Current Accounting System: Details of existing bookkeeping methods, software used, and filing systems

5. Service Requirements: Specific bookkeeping services needed, frequency of reporting, and deliverables

6. Financial Information: Fiscal year, revenue range, number of monthly transactions, and banking details

7. Authorization: Client's authorization for information gathering and service provision

8. Declaration: Client's confirmation of information accuracy and compliance with regulations

What sections are optional to include in a Bookkeeping Client Intake Form?

1. Payroll Services: Additional section for clients requiring payroll management services

2. International Transactions: For businesses dealing with foreign currency or international trade

3. Industry-Specific Requirements: Special requirements for regulated industries or specialized businesses

4. Group Structure: For businesses with subsidiary companies or complex ownership structures

5. Digital Services Integration: For clients requiring integration with specific accounting software or digital platforms

What schedules should be included in a Bookkeeping Client Intake Form?

1. Schedule A - Service Package Details: Detailed breakdown of selected bookkeeping services and associated fees

2. Schedule B - Required Documents Checklist: List of required documents for client onboarding

3. Schedule C - Compliance Calendar: Key dates for tax filings and regulatory submissions

4. Appendix 1 - Terms and Conditions: Standard terms and conditions for bookkeeping services

5. Appendix 2 - Privacy Policy: Data protection and confidentiality agreements

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Free to use

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Generate a Bespoke Document

Download a Standard Bookkeeping Client Intake Form

Review your own Bookkeeping Client Intake Form

What is a Bookkeeping Client Intake Form?

What sections should be included in a Bookkeeping Client Intake Form?

What sections are optional to include in a Bookkeeping Client Intake Form?

What schedules should be included in a Bookkeeping Client Intake Form?

Authors

Alex Denne

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