The Accounting Client Intake Form is a crucial document used by Singapore-based accounting firms to initiate client relationships and ensure regulatory compliance. This form collects essential information required by various Singapore laws and regulations, including the Accountants Act, PDPA, and AML/CFT requirements. It serves as the foundation for client onboarding, risk assessment, and service scope definition, while ensuring proper documentation for regulatory purposes. The form is designed to capture all necessary details while maintaining compliance with Singapore's strict professional standards and data protection requirements.
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1. Client Information: Basic contact details, business structure, registration numbers
2. Services Required: Checklist of accounting services needed
3. Financial Information: Fiscal year, reporting currency, accounting software used
4. Compliance Requirements: Tax obligations, GST status, filing deadlines
5. Authorization: Consent for data collection and verification processes
1. Additional Services: Optional services like advisory or consulting, use when client needs extended services
2. International Operations: For clients with overseas operations or transactions
3. Group Structure: For clients with multiple entities or subsidiaries
1. Document Checklist: List of required documents for service commencement
2. Fee Schedule: Detailed breakdown of service fees and payment terms
3. Privacy Notice: Detailed PDPA compliance information
4. Terms and Conditions: Standard service terms and conditions
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