CLIENT INFORMATION FORM
Contact Information
Legal Name of Company  (for sole proprietors, this is the owner’s name)   
_____________________________________________________________
Trade Name of Company (doing business as)
_____________________________________________________________

Billing Address
Address:    ____________________________________________________________________
City/St/Zip: ____________________________________________________________________
Phone:____________________________________	Fax:_________________________
Physical Address (if different)
Address:    ____________________________________________________________________
City/St/Zip: ____________________________________________________________________
Phone:_________________________________________	Fax:_________________________

Contacts: (Use Back of Form if Necessary)
Accounting/Bookkeeping Contact at Company ________________________________________
Position/Title: _____________________________________________________________
Direct Line/Ext.: ___________________________________________________________
Cell: ______________________________________	Email:________________________

Other Contact: _______________________________ 	Direct Line/Ext _______________
Position/Title: _____________________________________________________________
Cell: _____________________________________	Email:________________________

Company Information
Tax Type: 	C-Corp	S-Corp	LLC	Partnership	Schedule C	501(c)3
	If LLC, how are you taxed? __________________________________
Owner Information:
Owner 1: ____________________________________	% Ownership ___________________
Owner 2: ____________________________________	% Ownership ___________________
Owner 3: ____________________________________	% Ownership ___________________
Previous Consulting
Who is your CPA or who prepared your most recent income tax return? (Please provide the name of the organization, your contact, and phone number.) 
_____________________________________________________________________________
_____________________________________________________________________________
Are you currently a client of this tax preparer?	Yes 	No	
Who does your bookkeeping (employee or outside sources)?
_____________________________________________________________________________
___________________________________________________________________________
Data File Setup Information
On what date do you want to begin using QuickBooks? (if not sure, we can decide this together) 
__________________________________

Do you already own the appropriate number of licensed copies of QuickBooks? 	Yes	No
	If yes, which version and edition of QuickBooks do you own? ______________________
	If yes, how many licenses of QuickBooks do you have? __________________________
QuickBooks Licenses, Users and Networking
How many people in your company will use QuickBooks?
How many computers will run QuickBooks?
Will you host the QuickBooks data on a dedicated server?

Payroll Preparation
Skip this section if you do not have any employees, including the owner.
How many employees do you have?	_________________
Circle one in each question below
Do you need to track overtime wages for your employees?	Yes	No
Do you need to track worker’s compensation costs by job or department (class)?	Yes	No
Do you have a dedicated checking account for payroll?	Yes	No
Do you need to track your employees’ time in your accounting system?	Yes	No
Note: Time tracking in QuickBooks is required if you want to track labor costs by job or department (class). It is also necessary if you invoice your customers/clients based on how many hours your employees work on a job.

How do you currently process your payroll? (Check One)
q 	I prepare payroll myself by hand – no software
q 	I prepare payroll myself using QuickBooks
q 	I prepare payroll myself using software other than QuickBooks 
(Please Specify) __________________________________________________________________
q 	I outsource my payroll to a payroll service
(Please Specify) __________________________________________________________________

Miscellaneous
Do you collect sales tax?

Do you maintain an inventory?

Do you have a separate checking account strictly for your business?

Do you use any credit cards for business purchases?

What is your industry? ___________________________________________

Describe in detail what your business does:

Needs/Goals

What are your bookkeeping and or QuickBooks needs? What do you hope to accomplish with my services?