Payroll/Bookkeeping Setup Questionnaire

Payroll/Bookkeeping Setup Questionnaire

Please fill out this questionnaire and deliver through Pacific Northwest Tax Service’s secure portal, or fax to 503-350-0265.
Name of Business*
Name(s) of business owner(s)
First Name   Last Name
First Name   Last Name
First Name   Last Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Principal person to contact regarding Payroll/Bookkeeping services*

First NameLast Name
Business Entity Type*

Sole-ProprietorLLC (single owner)LLC (multi owner)S or C corporationPartnershipOther
Date business or entity was formed*

MonthDayYear
Date
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you requesting service for Payroll, Bookkeeping or both?*

Payroll Services- Please complete the Payroll sections below.Bookkeeping Services - Please complete the Bookkeeping sections below.Both - Please complete both Payroll and Bookkeeping sections below.

Bookkeeping Questionnaire
What type of business financial accounts do you have?

Credit card accountsBank accountsBoth
How will PNW Tax access business financial accounts?

Client provides access to accounts - Usernames and Passwords.Client uploads statements, transactions, and payroll reports to client Portal account.
What bookkeeping software do you currently use?

QuickBooks OnlineQuickBooks DesktopNoneOther

Additional Information
You may attach relevant Payroll or Bookkeeping documents to this questionnaire, here.

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Please verify that you are human*
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