Client Data Sheet for Businesses Template

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