Xero Setup Form Client Information This form is to collect your business information. This will help allow me to set up the Xero file on your behalf. All information is held securely and is not shared with anyone, except Xero upon set up of your file. Should you have any questions, please contact me at kylie@kyanbookkeeping.com.au or by mobile on 0418 107 825. Information about your business Business Name * Trading Name What is your ABN? * Business Structure * Company Partnership Sole Trader Trust Not for Profit SMSF Other If other business structure: What industry does your business belong to? * Business Address * Postal Address * Website Email * Business Phone Number Mobile Number Who are the business owners Who will be the main contact while I set you up on Xero? Does your business have a logo? Email a copy to kylie@mybookkeeperbas.com.au Yes No What accounting system are you currently using? QuickBooks Online MYOB Reckon Accounts Sage Spreadsheets or other documents I don't have a current system Other If other accounting system: GST / BAS Information What accounting method does your business ues? * Cash Accrual I don't know Are you registered for GST? * Yes No I don't know How often do you have to lodge your BAS / IAS? * Monthly Quartelry Annually I don't know Do you have any other taxes to lodge on your BAS? * FTC (Fuel Tax Credits) PAYGI (Pay As You Go Instalment) WET (Wine Equalisation Tax) FBT (Fringe Benefits TAx) No Other If other taxes: Authorised signatory with the ATO Invoicing - Payments What are your usual payment terms? * Immediate payment required 7 days from invoice date 14 days from invoice date 21 days from invoice date 30 days from EOM Other If other payment term: What payment methods do you accept? * Do you receive money or pay invoices in another currency? * eg. USD, GBP Yes No Bank Account Details Bank account details are required so we can set up the account in Xero and start the bank feeds process Bank Account #1 - Account Name * #1 BSB Number * #1 Account Number * Bank Account #2 Account Name * #2 BSB * #2 Account Number Do you have any more bank accounts you need to add? * We will be in touch to get further details if required Yes No Which bank account do you want listed on your invoices for customer payments? * Bank Account #1 Bank Account #2 Employees Does your business have employees * Yes No If yes, how many people does your business employ? up to 2 up to 5 up to 10 up to 20 up to 50 up to 100 General Business Does your business track inventory? * Yes No Is there anything else that I should know about your business? * Thank you!
