Client Onboarding Questionnaire Welcome to our Client Onboarding Questionnaire Website Home Page Client Onboarding Questionnaire Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Welcome to the Dynamic Business Solutions Client Onboarding Questionnaire relating to the Bookkeeping, Accounting, Taxation and CIPC related services we can assist you with. We would be delighted and able to assist you with any of the items you may select and submit to us. You only need to complete the sections that you may require assistance with, and feel free to call us on +2782 449 7973 should you have any specific requirements that may not be covered by our Questionnaire: Business Type and Business Details Provide your Business Type and Details Select Business Type:Private Company - (Pty) LtdClose Corporation - CCTrustNon-Profit OrganisationSole ProprietorBusiness DetailsBusiness/Company Name [Registered name if applicable] *Company Registration Number [If applicable]Date on which Trading began:Provide a brief description of the Primary Business activitiesTrading Name [If applicable]Select the Business Industry Category:Agriculture, forestry and fishingMining and quarryingManufacturingElectricity, gas, steam and air conditioning supplyWater supply; sewerage, waste management and remediation activitiesConstructionWholesale and retail trade; repair of motor vehicles and motorcyclesTransportation and storageAccommodation and food service activitiesInformation and communicationFinancial and insurance activitiesReal estate activitiesProfessional, scientific and technical activitiesAdministrative and support service activitiesPublic administration and defence; compulsory social securityEducationHuman health and social work activitiesArts, entertainment and recreationOther service activitiesDate of Last Annual Report submitted to the CIPC:Upload Documents [If Required] Click or drag a file to this area to upload. BUSINESS ADDRESS DETAILS Business Address:Company Physical Address Line 1 *Company Physical Address Line 3 *Company Physical Address Line 2 *Company Postal Code *Primary Contact Details Provide your Primary Contact Details Provide Contact DetailsFirst Names: *Telephone Number: *Surname: *eMail Address: *VAT Status & Details Provide VAT Status & Details Field #88 (copy) (copy)Are you registered for VAT: *YesNoPlease provide your VAT Registration Number: *Is you VAT method Payment based or Invoice based? *Invoice BasedPayment BasedAre your VAT201 Submissions to SARS up to date? *YesNoDate of most recent VAT201 Submission:Details of Bookkeeping System in use Provide Details of the current Bookkeeping System in use Field #88 (copy)Are you currently using a Bookkeeping System? *YesNoPlease provide the name of the system in use: *Is the System Cloud based or Desktop based? *Cloud BasedDesktop BasedDo you currently have a subscription to use the system? *YesNoDo you have Inventory? *YesNoBookkeeping & Accounting Related Services Indicate which Bookkeeping & Accounting Related Services we can assist with Bookkeeping & Accounting ServicesCustomers and Supplier Data ProcessingGeneral Ledger Transaction/Journal Processing [Cash Books, Income, Expenses, Inventory, etcJournal ProcessingDepreciation and Fixed Asset Register maintenanceMonthly management Accounts (Trial Balance, Statements of Financial Position, Cashflow)Annual Financial StatementsTaxation Services Indicate which Taxation Services we can assist with Taxation ServicesITR14 – Company/CC Income Tax ReturnsIRP6 – Provisional Tax ReturnsOversee Verification/Audit Selection By SARS [ITR14/VAT201]Resolving current dispute(s) with SARSAssist with acquiring Tax Clearance CertificateVAT201 With All CalculationsPayroll Related Services Payroll Services Payroll ServicesDo you have Employees? *YesNoSelect the number of employees in your employ:1 to 1011 to 2021 to 3031 to 4041 to 50More than 50Do you currently have a subscription to use the system? *YesNoDo you have a Payroll System in use? *YesNoPlease provide the name of the system in use: *Is the System Cloud based or Desktop based? *Cloud BasedDesktop BasedSelect the Payroll Services we can assist you with:Processing Of PayrollEMP201 Monthly Submissions (PAYE, SDL, UIF)Monthly UI19 Form SubmissionsEMP501 Bi-Annual Reconciliation And Submission Via eFilingIRP5 ProcessingAnnual Compensation Commissioner ReturnsRegistration Related Services Registration Services Select the Registration Services we can assist you with:VAT Registration (Via eFiling)VAT Registration (Branch Appointment)Workmen’s Compensation RegistrationPAYE RegistrationUIF Registration With Department Of LabourUfiling RegistrationeFiling RegistrationIncome Tax Registration Including Provisional TaxCIPC Registration/Administration Related Services CIPC Registration/Administration Services Select the CIPC Registration/Administration Services we can assist you with:Company Registration [Private and Non-Profit Companies]Company Name ReservationsCompany Name ChangesCompany Name SearchCompany Certificates [B-BBEE certificates, MOI, etc.]Financial Year-end Changes [Companies and CC's]Enterprise Enquiry [ Enquiry about Enterprise Details]Auditor Changes [Appoint/Resign Auditors]Address Changes [Companies and Close Corporations]Reserved Company Name Extension [Extend Expiry Date]Update Contact Details [Directors/Members] [Per Director/Member]Submit Annual Returns to CIPC Including Financial Accountability SupplementSubmit
