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Client Questionnaire template
Please find some questions below with regards to the quote for accounting services:
1. What is the NIP number of the company that we would provide services?
2. Please describe briefly the activity of the company
3. Does the company has employees or any assets? (e.g. Cars, machinery)
4. Who was doing accounting previously?
5. Is everything up to date? (VAT statement, tax payments etc.)
6. Which accounting software do you use to run the accounts of the company?
7. Does the Board Director have a Polish PESEL number and ePUAP signature?
8. Please specify the amount of documents:
1. Income invoices
2. Cost invoices
3. Import/Export invoices
4. Bank transactions
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