Business Profile Questionnaire

 

  Please printout and fax when completed to (08) 9498 7756 thankyou.

  

1) What type of business entity are you trading as please tick the circle in one of the following below;

o Company

o Partnership

o Sole-Trader

  

2)What type of products and/or services does your business supply?

     _____________________________________________________

     _____________________________________________________

     _____________________________________________________

3)What date did your business commence trading?________________________________

  

4)Are you GST registered?

o Yes(If yes go to Q5)

o No(If no go to Q6)

  

5)Indicate on what basis do you report to the ATO?

o Cash Basis

o Accrual Basis

o Not Sure

o Monthly

o Quarterly

o PAYG Monthly

o PAYG Quarterly

  

6)Do you need to be GST registered?

o Yes

o No

o Not sure

  

 7)Indicate Type of Business Activities

o Manufacturing/Assembling

o Sub-Contracting

o Reselling

o Consignment

o Retailing

o Other___________________

  

  

8)What windows operating systems are you using?

o Window Vista

o Windows XP

o Windows 2000

o Windows ME

o Windows 98

o Windows 95

o Mac User

  

9)What type of sales categories do you need?

o Retail Product Sales

o Wholesale Product Sales

o Services

o Commissions

o Consignment

o Non-Operating Sales

o Income

o Fees

o Other____________________

  

Comments ___________________________________________

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_____________________________________________________

  

10)Do you have any employees, if so how many?________________

  

11)Which of following Myob Software Product Versions do you use?

o Business Basics Version____

o First Accounts Version____

o Myob Accounting Version_____

o Myob Accounting Plus Version______

o Myob Premier Version____

o Myob RetailManager Version_____

o Myob AssetManager Version_____

o Myob Exonet

o Myob CRM

  

Comments__________________________________________________

___________________________________________________________

  

  

  

12)Indicate your inventory system requirements?

o Perpetual Inventory(Keep track of "on hand" quantities)

o Non-Perpetual Inventory

o Purchase raw materials\components\parts

o Sell raw materials\components\parts

o Sell Finished\Assembled Goods

o Barcodes for stock items

  

Other Comments

________________________________________________________________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________

  

  

13)Indicate your payroll requirements for employees?

o Advances

o Job Costing

o Allowances

o Overtime

o Rostered Day Off

o Electronic Banking

o Per pay leave accruals

o Holiday leave loading

o Salary Sacrifice Deductions

o Deductions for employees

o Salary per annum

o Hourly rate

o Super guarantee-employer contribution

  

Comments

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

  

  

  

  

14)Do you or your staff require Myob training any of the following;

o Banking

o Invoicing

o Purchasing

o Time Billing

o Inventory

o Payroll

o BAS

o Reports

  

Comments

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

  

15)Does your business require cash flow analysis?

o Yes

o No

  

16)Are there specialised accounting reports you would like produced?

o Yes

o No

  

Comments

________________________________________________________________________________________________________________________________________________________________________

  

  

17)Do you have internet banking facilities?

o Yes

o No

  

Comments

________________________________________________________________________________________________________________________________________________________________________

  

  

  

18)Do you require invoice customisations?

o Yes

o No

  

Comments

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Business Trading   Name:_____________________________________________________

  

Date Trading Commenced:___________________________________

ABN:                   _____________________________________

  

Business Address:__________________________________________________

    ___________________________________________________

    ___________________________________________________

  

Director Names:  __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

  

Partner Names:   __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

                             __________________________________

  

Owners Name:    __________________________________

  

Have you read and understood our terms and conditions?(Please indicate below thankyou)

o Yes

o No