» Proposal Request Form

“Why does Benkorp ask for this information?”
This is a Request from your organisation for Benkorp to provide a proposal with fees for particular services using the Xero Accounting system.

Benkorp uses this information so that we can proceed, with a minimum of extra communications and time.
THIS INFORMATION IS STRICTLY CONFIDENTIAL
This form may take a while to complete. Please make sure that you are prepared with details of all financials, properties and accounts.
We suggest reading the service descriptions on the website prior to starting this form to be clear with your Requests

If you have an existing Xero system.

Benkorp would like access the Xero file to understand the status and context of your Proposal Request and review the transaction processing.

This is important for Benkorp to prepare our proposal with fees.

An answer is required to each question, because this helps us understand the status of your accounts and requirements.
You can “save and continue later” if you cannot complete the form now

Proposal Request Form

Organisation Name(Required)

Organisation ABN(Required)

Proposal Contact Name(Required)

First Last

Proposal Contact Position in the organisation(Required)

Proposal Contact email(Required)

Proposal Contact Mobile(Required)

Address of Organisation(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

This form has several sections related to different aspects of your organisation and the bookkeeping and accounting.

Status & Structure of your organisation

What is the legal structure of your organisation?(Required)

Please give details(Required)

Is your organisation a charity registered with the Australian Charities and Not-for-profits Commission (ACNC)?(Required)

Yes

Does your organisation have Deductible Gift Recipient status? (DGR)?(Required)

Yes

Is your organisation a Public Benevolent Institution (PBI)?(Required)

Yes

ATO Compliance

Is someone from your organisation currently an authorised contact with the ATO?(Required)

Yes

Don't know

Does an authorised ATO contact for your organisation have access to the ATO Business Portal for your organisation?

Yes

Don't know

What is your PAYG Withholding frequency?(Required)

What is your GST Calculation Method?(Required)

What is your GST Reporting frequency?(Required)

Who will calculate and submit the IAS/BAS?(Required)

Xero Set up

Are your accounts set up in Xero already?(Required)

Yes

Yes, we have Xero

There are 2 options to enable this access, and in the questions below please choose the option you would prefer to enable this access:

You send and invitation from inside your Xero system to Benkorp's team leader, OR

You request a Zoom call with Benkorp's team leader to share the review session

How would you like to arrange for Benkorp to access your Xero account?

From inside your Xero system please invite our Managing Director and Gold Xero Partner, Que Jones.
Send invite to: [email protected]

Arrange a Zoom call with Benkorp. At the end of this form you will be redirected to book your Zoom call.

What Accounting Software do you currently use?(Required)

What Version are you currently using?(Required)

Would you like to:

Migrate your existing data

Start from Scratch

If you want to Migrate your MYOB to Xero, please Click here to see the special notes on our “Xero setup” webpage

Would you like Benkorp to include fees for setup of a Xero Accounting system for your organisation with this Proposal?(Required)

Yes

To find out more about Xero and our set up and migration services Click here.

What type of Computer do you use?(Required)

How many of these employees have NCB*'s?(Required)

NOTE NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

How many Employees need to be set up?(Required)

What is the date of your last financial year?(Required)

DD slash MM slash YYYY

Do you have any Accounts Receivables or Accounts Payables at the end of your last financial year?(Required)

What will be your new accounting system start date?(Required)

DD slash MM slash YYYY

Ongoing Bookkeeping/Accounting

Who is currently doing the bookkeeping/accounting for your organisation?(Required)

Why are you interested in Benkorp providing services for your organisation at this time?(Required)

Will "Catchup" bookkeeping be required?(Required)

Yes

From what date?(Required)

DD slash MM slash YYYY

What would be the potential start date for Benkorp?(Required)

DD slash MM slash YYYY

What is your financial year?(Required)

Does your organisation own properties?

Yes

Do you/will you segment the accounts in Xero eg by departments, activities, ministries, properties, programs, grants

Yes

Income

What are your organisation’s main sources of income?(Required)

What is your organisation’s approximate total annual income?(Required)

Do you Invoice anyone for Services?(Required)

e.g facilities hire, weddings, property rental/lease

Yes

What services do you invoice for?

Facilities Hire

Church Hire

Hall Hire

Commercial Property Rental

House Rental

Who will enter the Customer invoices? Eg for rent, church/hall use(Required)

How many per month?(Required)

Who will enter the payments of these Customer Invoices?(Required)

Who will contact the customers for outstanding debts?(Required)

How many reminders will be sent before Benkorp notifies you to contact the customer?(Required)

Do you have any payment gateways/platforms for receiving donations or payments?(Required)

Paypal

Tilthely

Stripe

Eway

Square

None

Other

Do you want Benkorp to provide annual giving statements to donors?(Required)

Yes

How many per year?(Required)

Accounts Payable/Expenses

NOTE NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Who will pay the bills/reimbursements?(Required)

How frequently do you want bills/reimbursements paid? (Payment Run)(Required)

How many bills/reimbursements are paid each payment run?(Required)

Do you want Benkorp to check and correct if required?(Required)

Yes

How many bill-payments per month?(Required)

Bank/Credit Card Accounts

How many Bank Accounts do you have including NCB's?(Required)

How many Credit Cards do you have including NCB's?(Required)

Do you have separate bank accounts and/or debit cards for NCB's(Required)

Yes

What Banks and Funds does your organisation use? Eg Westpac, CBA, ANZ, Bendigo, “Church HO bank/fund”(Required)

Who will enter the Bank Transactions?

How many Bank & Funds payments per month?(Required)

How many receipts per month?(Required)

Who will reconcile the Bank Transactions?(Required)

Who will reconcile the Credit Card Transactions?(Required)

How many CC Transactions per month?(Required)

Who will enter the Credit Card Transactions?(Required)

What bank is the Credit/Debit Card?(Required)

Payroll

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Do you have Employees?(Required)

Yes

Hidden

Payroll

Total number of employees?

How are Employee NCB*'s paid?(Required)

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Who will process the payroll?(Required)

– please provide details(Required)

How many employees are paid monthly?

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Ordinary

NCB*

Timesheets

How many employees are paid fortnightly?

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Ordinary

NCB*

Timesheets

How many employees are paid weekly?

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

Ordinary

NCB*

Timesheets

Employee Pay

Number of Employees

Weekly, Fortnightly or Monthly

Ordinary, Timesheets or NCB

*NCB is non-cash-benefits, the non taxable part of salary package(includes: MEA, MBA and NCB.)

How often is Superannuation paid?(Required)

What employment awards are applicable for your organisation?(Required)

Click here for access to Fair Work’s List of awards page.

Do you want Benkorp to produce monthly reports?(Required)

Yes

Monthly Reports

What date in the following month do you require your monthly financial reports?(Required)

7-9th of the Month - Priority Premium Service

10-14th of the Month - Premium Service

15th-20th of the month - Regular Service

Do you want Benkorp to provide adhoc support, opinions, analysis, reports etc?

Yes

Benkorp’s standard set of monthly reports include the following reports:(Required)

Profit & Loss vs Budget Balance Sheet Accounts Receivables (Outstanding Customer Invoices) Accounts Payables (Outstanding Bills)
Provide details of any other reports you want on a regular basis.

Annual Accounting Work

Do you want Benkorp to provide details for Workers Compensation?(Required)

Yes

Does your organisation require Benkorp to prepare reconciliations and documentation for annual audits or assurance reviews?

Yes

Are there any special year end reports required by your organisation? Eg Annual reports to your denomination or head office?(Required)

Yes

What assistance do you want Benkorp to provide to create your annual budget?(Required)

Please provide details(Required)

Special bookkeeping items

Are there any monthly journals required to be processed?(Required)

Yes

Please provide details(Required)

Do you have a Fixed Assets Register that needs to be maintained?(Required)

Yes

Please provide details(Required)

Communication with and adhoc assistance from Benkorp

Please provide details(Required)

How would you like us to communicate with you?(Required)

When you have a question, how quickly would you like a response?(Required)

Do you want regular meetings with Benkorp?(Required)

Yes

How Often?(Required)

Please provide details:(Required)

Specialist Bookkeeping for Churches and Not for Profit Organisations

Proposal Request Form

Status & Structure of your organisation

ATO Compliance

Xero Set up

Yes, we have Xero

Ongoing Bookkeeping/Accounting

Income

Accounts Payable/Expenses

Bank/Credit Card Accounts

Payroll

Payroll

How many employees are paid monthly?

How many employees are paid fortnightly?

How many employees are paid weekly?

Monthly Reports

Annual Accounting Work

Special bookkeeping items

Communication with and adhoc assistance from Benkorp

Other General Questions

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