Welcome to Motl Accounting!

We are excited to be bringing you on board with our firm!

In order to get your account up and running as efficiently as possible, we are requesting the following documents to be uploaded to our portal with your New Client Questionnaire.

Please let us know if you have any questions or concerns. We look forward to working with you!

Last completed corporate tax return

Last completed personal tax returns for all owners

Last financial statement

Last bank reconciliation

Year to date payroll reports and quarterly returns

Most recent fixed asset listing / depreciation schedule

Business Mailing Address

Address

City

State

Zip

Contact Information

Initial Contact Date +

How did you hear about us?

Contact Title

First Name

Last Name

Email Address

Business Phone

Mobile Phone

Fax

Best Method of Contact

Entity Information

Entity Type

NAICS Code

You have selected LLC, how have you selected your business to be taxed with the IRS?

Do you have multiple business locations?

Date of Incorporation +

Is your business exempt from any taxes?

Bookkeeping Start Date +

Is your business on a calendar year?

Business Tax Return Start Year

If no, what is the end of your tax year?

Business Registrations

Company FEIN

Corporate File Number

State Unemployment Number

State Sales Tax Number

Local Account Number

Locality Name

Banking Information

Please use the following section to enter information on any bank, credit card, or loan accounts associated with your business.

If you are currently using a personal account for business purposes, please include this information as well and enter the individual’s name under “Name of Depositor.”

This information will be used henceforth to gather the necessary documents in order to complete your monthly accounting in a timely manner.

This information will never be released outside of our firm, or used for any other purpose other than that expressly specified by Motl Accounting and agreed upon by the client

Bank Name

Payroll Account?

Address

City

State

ZIP

Name of Depositor as shown on Bank Records

Routing Number

Account Number

Login

Password

Security Q & A

Do you have a 2nd banking information to add?

Banking Information 2

Bank Name

Payroll Account? *

Address

City

State

ZIP

Name of Depositor as shown on Bank Records

Routing Number

Account Number

Login

Password

Security Q & A

Do you have a 3rd banking information to add? *

Banking Information 3

Bank Name

Payroll Account?

Address

City

State

ZIP

Name of Depositor as shown on Bank Records

Routing Number

Account Number

Login

Password

Security Q & A

Do you have a 4th banking information to add?

Banking Information 4

Bank Name

Payroll Account?

Address

City

State

ZIP

Name of Depositor as shown on Bank Records

Routing Number

Account Number

Login

Password

Security Q & A

Owner Information

Owner Title

SSN

Date of Birth +

First Name

Last Name

Middle Initial

Ownership %

Address

City

State

Zip

Phone

Fax

Email Address

Do you have a 2nd owners information to add?

Owner Information 2

Owner Title

SSN

Date of Birth +

First Name

Last Name

Middle Initial

Ownership %

Address

City

State

Zip

Phone

Fax

Email Address

Do you have a 3rd owners information to add?

Owner Information 3

Owner Title

SSN

Date of Birth +

First Name

Last Name

Middle Initial

Ownership %

Address

City

State

Zip

Phone

Fax

Email Address

Do you have a 4th owners information to add? *

Owner Information 4

Owner Title

SSN

Date of Birth +

First Name

Last Name

Middle Initial

Ownership %

Address

City

State

Zip

Phone

Fax

Email Address

Upload Documents - You can upload up to 10 files

Current Accounting Process

Current Accountant / Firm

Phone Number

Street Address *

City *

State *

Zip *

How frequently has your accounting been completed in the past?

Please choose how you've reported your information to your accountant?

Paper Statements by Mail

Email

Online access

Have you used Quickbooks to report information to your accountant?

What version of Quickbooks?

Quickbooks Login

Quickbooks Password

When were the following items last filed or prepared?

Business Tax Return Filed Year

Financial Statement

Bank Reconciliation

Is your business run on a cash or accrual basis?

Is your business required to file sales tax?

Filing Frequency

What type of products/service do you sell?

0/255 characters

Do you have non-taxable sales?

Which of the following reasons are these sales non-taxable?

Resale

Exempt

Interstate

Services

If there are others, please list/explain

0/255 characters

In which states / counties do you sell products & also have a physical location? Please list below with each State and County on a seperate line.

How do you currently track your sales & sales tax? *

POS

By Hand

Quickbooks

What was the last month & year your sales tax was filed?

If you have a My Tax Illinois account set up, please provide your login & password

Login

Password

Does your business have payroll?

Current Payroll Provider

Please provide your login & password for payroll report access

Login

Password

EFTPS PIN

EFTPS Password

Going forward, would you be interested in using our accounting & check-writing software?

Welcome to Motl Accounting!

Company Information

Business Mailing Address

Contact Information

Entity Information

Business Registrations

Banking Information

Banking Information 2

Banking Information 3

Banking Information 4

Owner Information

Owner Information 2

Owner Information 3

Owner Information 4

Current Accounting Process