CLIENT DATA
SHEET
For
Businesses
(including
sole proprietorships, pension
and
profit
sharing plans, estates, and
trusts)
Client
#
Group with
Business
name
Address
Street
City
County
State
Zip + 4
Mailing
address
(if different)
Street or P O Box
City
State
Zip + 4
Business
phone
Business
fax
Contact
Title
DOB
Salutation
Dear
Home
phone
Cellular/Mobile
phone(s)
E-Mail
address
Contact
Title
DOB
Salutation
Dear
Home
phone
Cellular/Mobile
phone(s)
Account Information
Engagement
partner
Billing
staff
Contact
staff
2nd ptr
Tax ptr/mgr
Year
end
Fee
estimate
Mark
billing rates up/down to
% Pay fees to
q New client
packet/letter ....................................................................................
Date sent
q Engagement
letter
.............................................................................................
Date sent
_________________
(Attach
sample, or use checklist on back page for tax
engagements).
Check
one:
q
Corporation (for profit): q
C
q
S
q
Not-for-profit:
q
A-133
q
Other
q
Partnership (includes LLCs)
q
Pension/Profit Sharing
q
Estate:
q
Form 706?
Date due
q
Fiduciary
q Other
(describe)
File Preparation
Check all
that apply:
q
Billing file
q
Workpaper holding file
q
Permanent workpaper file
q
Tax file(s) Dated ____________________________
q
Permanent tax file
q
Other (specify)
q
Route files to: q
q
File room
Staff Name
***Please go to next
page***
Check all
that apply:
q Tax
Services:
|
q
Compliance/returns (next return Due
Date?
)
q
Other state returns (state(s)?
)
q
[Name]
City license/[Name]
County
q
Tax consulting/advice
q
Add to tax software? (attach
prior year return) |
990-T? q
Yes
q
No
Form 8752 (Sec
4442 Elec.)?
q
Yes
q
No
q
Property tax return (county?
)
q
Retirement plan
administration |
q Other
(describe)
q
Accounting Services:
q
Audit
q
Review
q
Compilation:
q
Full disclosure
q
Nondisclosure
q
Monthly
q
Quarterly
q
Annual only
q
Payroll
q
Quarterly reports
q
Year end reports (Forms W-2, 1099,
etc)
q
Other (describe)
q Computer
Services:
q
Software and hardware evaluation
q
Software and hardware
installation
q
Software support and training
q
Software development and
implementation
q
Other (describe)
q Other
Services
(describe):
Databases
q
Time & Billing
q
Tax due date list
q
Marketing
q
Not-for-profit newsletter:
Addressee(s)
Mailing
address (if different from page
1):
Street or P O Box
City
State
Zip + 4
q
Payroll mailing list:
Addressee(s)
Mailing
address (if different from page
1):
Street or P O Box
City
State
Zip + 4
***Please go to next
page***
Marketing
Lead
Source:
q
Staff development
q
Nonprofit newsletter
q
Trade association
q
Yellow pages
q
Trade show
q
Past client
q
Advertising
q
Seminar/meeting
q
Client referral (who?)
q
Other referral (who?)
Industry
Classification:
q
Construction
q
General
q
HVAC/Mechanical
q
Electrical
q
Home builder
q
Roofing/sheet metal
q
Real estate development
q
Landscape
q
Heavy/highway
q
Supplier
q
Vendor
q
Nonprofit
q
Animal welfare
q
Arts/cultural & humanities
q
Education
q
Foundations & trusts
q
Housing
q
Human services
q
Health care
q
Religion
q
Environment & wildlife
q
Public policy, advocacy, research
q
Professional & trade association
q
Historical
q
Other
q
Transportation
q
Automotive
q
Manufacturing
q
Wholesale
q
Retail
q
Distributor
q
Service
q
Insurance
q
Attorney
q
Architect
q
Other
q
Printing
Association
Memberships
Attorney
Banker
Insurance
Bonding
Agent
Previous
Accountant
Comments:
Originating
staff approval
Date
Managing
partner approval
Date
q
Client acceptance attached?
***Please go to next
page***
