Bookkeeping Client Intake Form

Bookkeeping Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

I need a Bookkeeping Client Intake Form for my small accounting practice that handles both UK-based retail clients and international e-commerce businesses, with specific sections for VAT reporting and multi-currency transactions.

Document background

The Bookkeeping Client Intake Form is an essential onboarding document used throughout England and Wales to initiate professional bookkeeping relationships. It serves as a comprehensive information-gathering tool that enables bookkeepers to understand their clients' needs, assess compliance requirements, and establish appropriate service levels. The form collects vital information about the client's business structure, financial reporting requirements, and specific service needs while ensuring compliance with UK regulatory requirements, including GDPR, money laundering regulations, and professional accounting standards.

Suggested Sections

1. Client Information: Basic business/individual details, registration numbers, contact information

2. Business Structure: Legal entity type, ownership details, subsidiary information

3. Financial Information: Fiscal year, reporting currency, bank details, previous accountant

4. Service Requirements: Scope of bookkeeping services needed, frequency of reporting

Optional Sections

1. VAT Information: For VAT-registered businesses only - registration number, filing frequency

2. Payroll Services: If client requires payroll processing - employee counts, payroll frequency

3. International Operations: For businesses with overseas transactions - foreign currency, subsidiaries

Suggested Schedules

1. Service Level Agreement: Detailed breakdown of services and response times

2. Fee Schedule: Pricing structure and payment terms

3. Document Checklist: List of required documents for onboarding

4. Privacy Notice: Details of data processing and protection measures

Authors

Alex Denne

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

alex.den.21@genieai.co

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Let's create your Bookkeeping Client Intake Form

Authors

Alex Denne

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