Client Intake Form 2015 with outline
- 1. 1 Client Information BusinessName ________________________________________________________________ Address ________________________________________________________________ ________________________________________________________________ Contact: ____________________________________________ Phone: ______________________________________________ Email Address ; ______________________________________________________ Business Information Type: C-Corp S-Corp Sole Proprietor LLC Non-Profit General Partnership Federal Tax ID # _____________________________________________ BOE # _____________________________________________________ Express Login Code:__________________________________ Tax Form: ________________ TaxYear __________ Accounting Method : ____________________ (Cash/Accrual) QuickBooks Version ______________________ UserID;____________________________ PW:_____________________ Bank User ID: PW: CC: ___________________ CC: _________________________________ User ID: ____________________________ User ID: ____________________________ PW: _____________________ PW: _____________________ PayPal ________________ User ID: ____________________________ PW: _____________________