Free Assessment or Client Onboarding Form

🏢 Business Status

📌 This information helps us tailor the assessment to your specific situation.

Is your business already registered?

Yes - Already Registered No - Not Registered Yet

ABN:

ACN (if applicable):

Legal business name:

Trading name (if different):

Entity type:

GST registered?

Yes No

Business start date:

Proposed business name:

Proposed trading name (if different):

Preferred entity type:

When do you want to start?

Is your business currently operating?

Yes - Currently Trading No - Planning to Start

1️⃣ Business Details

Industry / nature of business:

Business address:

Suburb:

State:

Postcode:

Number of directors/partners:

2️⃣ Revenue & Transactions

Average number of transactions per month (approx.):

Sales invoices:

Supplier bills:

Bank transactions:

Do you want us to handle invoicing?

We handle invoicing ourselves TAXABN to handle invoicing

3️⃣ Accounting & Software

Currently used accounting software:

Is your bookkeeping currently up to date?

Yes No Not sure

Do you require catch-up or historical work?

Yes No

From which date?

4️⃣ Payroll & Superannuation

Do you currently have employees?

Yes No Not sure yet

Number of employees (approx.):

Payroll frequency:

Weekly Fortnightly Monthly

Current payroll system:

5️⃣ BAS & Tax Lodgement

BAS frequency:

Monthly Quarterly Annual

ℹ️ Not registered for GST yet

Do you need GST registration assistance?

Yes No Not sure - need advice

Do you need us to:

Prepare BAS only Prepare & lodge BAS

6️⃣ Other Services

Do you require any of the following?

📋 COMPLIANCE:

ASIC compliance (Annual review) Business activity statements

📊 FINANCIAL SERVICES:

Financial reporting & summaries Cash flow management Budgeting & forecasting

💼 ADVISORY:

Business advisory & strategy Tax planning Business structure advice

🏢 SETUP SERVICES:

Business plan assistance Startup advisory Loan/finance application support

7️⃣ Access & Start Date

When do you want our services to commence?

Do you have urgent deadlines?

Do any of the directors have myGovID registered?

Yes No

What is the myGovID status?

Strong Standard

Can you provide access to:

Bank statements Accounting software ATO portal / MyGovID

8️⃣ Additional Notes

Any current issues or concerns we should be aware of?

Any penalties, overdue BAS, or ATO correspondence?

Any specific goals or concerns for starting your business?

How did you hear about TAXABN?

📋 Free Assessment or Client Onboarding Form

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🏢 Business Status

1️⃣ Business Details

2️⃣ Revenue & Transactions

3️⃣ Accounting & Software

4️⃣ Payroll & Superannuation

5️⃣ BAS & Tax Lodgement

6️⃣ Other Services

7️⃣ Access & Start Date

8️⃣ Additional Notes