Matley | New Client

New Client Information

Welcome to Matley!

Please complete the form below to start the new client process. Once we have processed this information, we will come back to you with anything else we may need.

Business Legal Name

Line of Business

IRD Number

Key Contact Person

Preferred Contact Number

Secondary Contact Number

Physical Address

Postal Address (if different to Physical Address)

Do you currently use an Accountant that you will be transferring from?

Previous Accountant Name/Company Name/E-mail Address

Do you require Annual Accounts to be prepared?

Please confirm Entities that require Annual Accounts (if any)

As an Accounting Practice, we are required to hold personal verification of our clients by law under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. We use a secure external verification system called APLY (www.aplyid.com). You will receive a text message to your mobile phone and will be required to scan your drivers license or passport and take a short video of yourself. Please confirm you give approval for this application to be used.

Please provide the full names, IRD numbers, and mobile numbers for all Directors, Shareholders, Trustees and any other individuals that Matley will be acting on behalf of;

First Year that you require Matley to prepare Annual Accounts/Tax Returns?

Preferred Month that you would like your accounts done?

Please confirm what type of Accounting Software you currrently use (if any)

Do you wish for Matley to take over your current Xero subscription or set up a new subscription?

For Companies, do you wish for Matley to file your Annual Return? (The Annual Return is a NZ compliance requirement for all NZ registered clients, with an associated fee and confirmation of your details filed online)

For Companies, do you wish for Matley to be the Registered Office?

If yes, please provide the full name, date of birth, town and country of birth for all Directors

Other services required from Matley? Please list below

General Comments

Address

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New Client Information

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