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Comprehensive Retainer Offering
3.[SERVICES]_Comprehensive_Retainer_Offering
Your Preference
Bundles
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Options – Additional value
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Details (Internal)
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Group
Client Quotes Group
Surplus Test Group
Test Group
Entity Name
Another Test
Client A (Demo Entity)
DEMO ENTITY
GM Demo Entity
M Group
New Test Entity
Regent Business
Santos Business Services
SBS Demo Entity
Test Entity
Turning Point Consulting
Quotation date
Service Ref
Created by
Visible to Service Summary
No
Yes
Display calculations
No
Yes
Signed status
Bookkeeping requirements
Number of expense transactions processed monthly (VAT report)
*
-
0-100
101-200
201-300
301-400
401-500
501-700
701-900
900-1100
1101-1500
1501-1900
1901-3000
3001-4000
4001-5000
5001-10000
Applicable financial year
-
2021
2022
2023
2024
Are you VAT registered
Yes
No
Are you providing us with manual bank statements
Yes
No
Any foreign currency accounts and transactions
Yes
No
Which accounting system do you prefer
-
Pastel desktop
QuickBooks online
Sage Online (Full – Option 1)
Sage Online (Option 2)
Sage Online (Option 3)
Wave
Xero Standard
Xero Starter
Other options
How often do you want your records updated
*
-
Daily
Weekly
Monthly
Every second month
Quarterly
Annually
Maintaining your fixed asset register
Select annual movement
Less than 10 new assets
11 - 50 new assets
51 - 100 new assets
101 - 500 new assets
501 - 1000 new assets
1000 plus new assets
Recon of supplier accounts with accounting system (Compulsory to Dext Prepare (Receipt Bank) clients)
Yes
No
Which monthly software subscriptions apply to you
Time-tracking module
Yes
No
Multi-currency billing module
Yes
No
Inventory module
Yes
No
Debtors manager module
Yes
No
Dext Prepare (Receipt Bank) App
*
Yes
No
Syft Analytics
Yes
No
Management report requirements
How frequently would you like management accounts
*
-
Not applicable
Weekly
Monthly
Every second month
Quarterly
Bi-annually
Annually
Should management reports include budget comparisons
Yes
No
Would you like customised reports
Yes
No
Payroll requirements
Do you require Surplus Profit to administer your monthly payroll and/or EMP501 reconciliations
*
Yes
No
Number of employees
-
1-5
6-10
11-15
16-20
21-30
31-50
51-100
100-200
200 plus
EMP501 number of employees
-
1-5
6-10
11-15
16-20
21-30
31-50
50 plus
Annual financial statement requirements
What is your total income
*
-
Below R3m
R3m - R5m
R5m - R10m
R10m - R15m
R15 - R30m
R30m - R50m
R50m - R100m
R100m - R500m
R500m plus
Accounting framework in use
-
Entity specific
IFRS's for SME's
Full IFRS's
Income Tax requirements
Should we complete and submit your income tax return
*
Yes
No
Should we complete and submit provisional tax returns
Yes
No
Would you like us to prepare estimate calculations
Yes
No
Should we include any of the following additional queries from SARS in your retainer
14SD verification
SARS objections
ADR
General
Over how many months should annual fees be split up
*
✱
Contract end date
*
If you are human, leave this field blank.
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