Docstoc

Related Entity Memo - New Client Memo Template

Document Sample
Related Entity Memo - New Client Memo Template Powered By Docstoc
					                                                                                                             Initial   Date
RELATED ENTITY MEMO                                                                Preparer
                                                                                   Approval
                                                                                   Entered Data
           MAIN
ID:                         Name 1:
Related Client:                                     Federal ID:                               State ID:
SSN (His):                                 SSN (Hers):                                       Fiscal YE:
        MAIL INFO
Address         Use Principal's Address                              Send Mail:
Line 1:                                                              Title:
Line 2:                                                              Salutation:
City:                 State:         Zip:                            Email:
PHONES                                                                                  Selection Codes
Primary: ( )                   Fax: (       )                               Birthday Card           Office Party
  Home: ( )                  Mobile: (      )                               Golf Outing             Survey
  Pager: ( )                  Other: (      )                               Holiday Card            Tax Letter

     ENGAGEMENTS
                                           Cont. Amt.                                            Cont. Amt           Billing
 ACCT    CFO, Cntrllr. & Acctg. Svs.   $                    TAX   Tax Rtns. & Compli.        $               Bill to Principal
FINAN    Audit, Review & Compilation   $                  TXCON   Tax Conversion (677)       $               Client
  GEN    Billing Purposes Only         $                  TXPLN   Tax Planning               $               Assess Service
  MAS    Management Advisory Svs.      $                    VAL   Valuation                  $                 Charge
      MGMT INFO
Custom Fields          Entity Type                  SIC                            Specialties
B-day Male             Industry                     Group
B-day Female           Sales Volume                 Bus. State
Invstmnt Lmt           Size
         TICKLERS
                             Work                                                        Original Target
N    R    Engagement         Code                  Description           Start              Completion                 Due
     x       TAX              403               1040
     x       TAX              413               1041
     x       TAX              423               1065
     x       TAX              433               1120
     x       TAX              443               1120S
 x           TAX              467               Initial FTR
     x       TAX              467               TFTR
 x         TXCON              677               Final FTR
             TAX                                State




                                       Entered: Initial           Date
NEW CLIENT MEMO                                                                                               Initial       Date
                                                                                         Preparer
Ideal Client Questionnaire Attached                                                      Approval
Engagement Letter Attached                                                               Entered Data

             MAIN
ID:                             Name 1:
Related Client:                                                                                               Assignments
Individual Name:                                              SSN:                                        Owner
Spouse Name:                                                  SSN:                                        Biller
Federal ID:                            State ID:                           Fiscal YE:                     Manager

        MAIL INFO
Address                                                                       Send Mail:
Line 1:                                                                       Title:
                                                                              Salutation:
Line 2:                                                                       Email:
                                                                              Thank you note sent:          Date:
City:                      State:              Zip:                           Welcome note sent:            Date:
PHONES                                                                                           Selection Codes
Primary: ( )                                 Fax: (      )                             Birthday Card        Office Party
  Home: ( )                                Mobile: (     )                             Golf Outing          Survey
  Pager: ( )                                Other: (     )                             Holiday Card         Tax Letter

     ENGAGEMENTS                            Cont. Amt.                                           Cont. Amt.      Billing Options
 ACCT       CFO, Cntrllr. & Acctg. Svs.    $                   TAX         Tax Returns & Compli $                Bill to Principal
FINAN       Audit, Review & Compilation    $                 TXCON         Tax Conversion       $                 Client
  GEN       Billing Purposes Only          $                 TXPLN         Tax Planning         $                 Assess Service
  MAS       Management Advisory Svs.       $                   VAL         Valuation            $                Charge

        MGMT INFO
Custom Fields             Entity Type                        Specialties                                Referrals
B-day Male                Sales Volume                                                   Referred by:
B-day Female              Rating                                                           Type
BB Tapes                  Size                                                               ID
Satis. Survey             SIC
Industry                  Group                                                          Entered in Market Module
Invstmnt Lmt              Business State                                                 Initial            Date

            TICKLERS
                                    Work                                                     Original Target
N       R    Engagement             Code               Description               Start        Completion                 Due
        x       TAX                  403              1040
        x       TAX                  413              1041
        x       TAX                  423              1065
        x       TAX                  433              1120
        x       TAX                  443              1120S
 x              TAX                  467              Initial FTR
        x       TAX                  467              TFTR
 x           TAX CONV                677              Final FTR
x   TAX            State




          Entered: Initial   Date

				
DOCUMENT INFO
Shared By:
Stats:
views:276
posted:4/8/2008
language:English
pages:3