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Client Take On Form

CLIENT INFORMATION

Group

Entity Type

Name

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Mobile No

Business No

Business Fax

Home No

Email

Website

CONTACT INFORMATION

Title

Initials

Surname

First Names

ID Number

Job Title

Business No

Business Fax

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Home No

Mobile No

Email Address

ADDITIONAL INFORMATION

Company Registration No

Date of Incorporation

Financial Year End

Type of Company

VAT Registration No

Former Name

Description of Main Business

Is this a secretarial client?

Is this a tax client?

TAX DETAILS

Tax Reference Number

Year End

Type of Tax Payer

(Taxable Income)

Provisional Tax Payer?

(Taxable Income)

Year First Liable

(On File Y/N?)

Last Return Submitted

Payes PAYE/Site? Y/N

Last assessment received

SARS Efiling? Y/N

Complete public officer form for revenue? Y/N

Do professional letter to existing auditor? Y/N

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033 345 0282
janene@okhela.co.za

Address

1 George MacFarlane Lane, Wembley, Pietermaritzburg, South Africa

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