All Countries
Employment
Accounting Client Intake Form

Accounting Client Intake Form Template for Indonesia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Accounting Client Intake Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Accounting Client Intake Form

"I need an Accounting Client Intake Form for my Jakarta-based technology startup that handles international transactions, with specific sections for digital payment processing and cryptocurrency reporting, to be implemented by March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Accounting Client Intake Form is a crucial document used by accounting firms operating in Indonesia to initiate professional relationships with new clients. This form is designed to meet the requirements of Indonesian accounting regulations, including Law No. 40 of 2007 (Company Law) and Law No. 5 of 2011 (Public Accountants Law). It serves as the primary tool for gathering essential client information, assessing service needs, and ensuring compliance with Know Your Client (KYC) requirements under Indonesian anti-money laundering regulations. The form includes sections for business details, service requirements, regulatory compliance, and necessary authorizations, forming the foundation for the accounting service engagement while protecting both parties' interests.
Suggested Sections

1. Client Information: Basic details including legal name, business type, registration numbers, and contact information

2. Business Profile: Nature of business, industry sector, annual revenue range, number of employees, and operational details

3. Service Requirements: Specific accounting services needed, frequency of service, and reporting requirements

4. Financial Information: Current accounting system, fiscal year, bank details, and previous accountant information

5. Regulatory Compliance: Tax registration details, licensing information, and regulatory body memberships

6. Authorization: Client authorization for information verification and service provision

7. Privacy Notice: Information about how client data will be collected, stored, and used

8. Declaration: Client confirmation of information accuracy and acceptance of terms

Optional Sections

1. International Operations: Additional section for clients with overseas operations or international transactions

2. Group Structure: For clients that are part of a larger corporate group or have subsidiaries

3. Special Industry Requirements: Additional questions specific to regulated industries (e.g., financial services, mining)

4. Digital Service Access: Optional section for clients requesting online portal access and digital service delivery

5. Additional Services: Section for specialized services like forensic accounting or business advisory

6. Language Preference: For clients requiring bilingual services or documentation in multiple languages

Suggested Schedules

1. Schedule A - Required Documents: Checklist of required supporting documents (business registration, tax documents, previous financial statements)

2. Schedule B - Fee Schedule: Standard fee structure and billing arrangements for different service levels

3. Schedule C - Service Level Agreement: Detailed outline of service expectations, deliverables, and timelines

4. Appendix 1 - Terms and Conditions: Standard terms and conditions for accounting services

5. Appendix 2 - Privacy Policy: Detailed privacy policy and data protection procedures

6. Appendix 3 - Document Retention Policy: Information about document retention periods and procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Accounting Services
Agreed-Upon Procedures
Authorized Representative
Business Day
Client
Confidential Information
Digital Signature
Electronic Documents
Engagement Letter
Financial Records
Financial Year
Force Majeure
Indonesian Financial Accounting Standards (PSAK)
Indonesian Tax Authority (DJP)
Know Your Client (KYC)
Material Change
Professional Services
Public Accountant
Registered Office
Related Parties
Service Provider
Supporting Documents
Tax Identification Number (NPWP)
Terms of Service
Working Papers
Relevant Industries

Manufacturing

Retail

Technology

Financial Services

Real Estate

Construction

Mining

Agriculture

Healthcare

Education

Hospitality

Transportation

Professional Services

Energy

Telecommunications

Export/Import

Non-Profit Organizations

Entertainment

Relevant Teams

Finance

Accounting

Compliance

Legal

Client Services

Risk Management

Operations

Business Development

Administration

Relevant Roles

Accountant

Finance Director

Chief Financial Officer

Compliance Officer

Tax Manager

Financial Controller

Audit Manager

Business Development Manager

Client Service Manager

Risk Assessment Officer

Managing Partner

Operations Director

Company Secretary

Administrative Manager

Industries
Law No. 40 of 2007: Indonesian Company Law - Sets out basic requirements for company financial reporting and documentation
Law No. 5 of 2011: Public Accountants Law - Regulates the public accounting profession and sets professional standards for accounting services
Minister of Finance Regulation No. 25/PMK.01/2014: Regulations on registered public accountants - Defines specific requirements for accounting service providers
Law No. 8 of 2010: Anti-Money Laundering Law - Requires accounting firms to implement KYC (Know Your Client) procedures and report suspicious transactions
Law No. 11 of 2008: Electronic Information and Transactions Law - Governs electronic data collection and storage of client information
Government Regulation No. 71 of 2019: Implementation of Electronic Systems and Transactions - Provides framework for electronic document management and digital signatures
Law No. 7 of 2021: Harmonization of Tax Regulations - Impacts tax consultation and reporting requirements for accounting services
Indonesian Financial Accounting Standards (PSAK): Professional standards issued by the Indonesian Financial Accounting Standards Board - Sets accounting principles and practices
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Online Intake Form For Massage Therapy

An online intake form for massage therapy services in Indonesia, compliant with local healthcare and data protection regulations, capturing client information and consent.

find out more

Health Coach Intake Form

An Indonesian-compliant intake form for health coaching services that collects client information and establishes the coaching relationship under Indonesian healthcare and data protection laws.

find out more

Consulting Client Intake Form

An Indonesian law-compliant intake form for consulting engagements, gathering essential client information and project requirements.

find out more

Physical Therapy Intake Form

An Indonesian-compliant physical therapy intake form capturing patient information, medical history, and treatment consents while meeting local healthcare regulations.

find out more

Intake Form

An Indonesian-compliant data collection form for gathering essential client information and consent, adhering to Indonesia's Personal Data Protection Law.

find out more

Project Intake Form

An Indonesian-compliant project initiation and evaluation document used to assess, approve, and document new project proposals while ensuring alignment with local regulations and business requirements.

find out more

Accounting Client Intake Form

An Indonesian-compliant accounting client intake form for establishing new accounting service relationships and ensuring regulatory compliance.

find out more

Therapy Intake Form

An Indonesian-compliant mental health services intake and assessment form that establishes the therapeutic relationship while collecting essential client information and consents.

find out more

Marketing Client Intake Form

An Indonesian-compliant marketing client intake form for collecting essential business and marketing information from potential clients.

find out more

Event Planning Intake Form

A comprehensive event planning intake form compliant with Indonesian regulations, designed to capture client requirements and event specifications while ensuring legal compliance.

find out more

Massage Client Intake Form

An Indonesian-compliant massage therapy intake form that collects client health information and consent while meeting local healthcare and data protection requirements.

find out more

Catering Intake Form

An Indonesian-compliant catering service intake form that captures event requirements and establishes service agreements between caterers and clients.

find out more

Order Intake Form

An Indonesian law-compliant document for capturing and processing customer orders, including order details, payment terms, and delivery specifications.

find out more

Salon Client Intake Form

An Indonesian-compliant salon client intake form capturing essential client information and consents while meeting local regulatory requirements.

find out more

Creative Intake Form

An Indonesian-law compliant document for structured submission and review of creative works, ensuring proper documentation of rights and permissions.

find out more

Esthetician Client Intake Form

An Indonesian-law compliant intake form for esthetic services, combining client information gathering, medical screening, and treatment consent documentation.

find out more

Employment Intake Form

An Indonesian law-compliant form for collecting comprehensive employee information and documentation required under local labor regulations.

find out more

Vendor Intake Form

An Indonesian-compliant vendor registration and qualification form for capturing essential supplier information and ensuring regulatory compliance.

find out more

Intake Assessment Form

Indonesian-compliant Intake Assessment Form for healthcare and social services, meeting PDP Law requirements and healthcare regulations.

find out more

Patient Intake Form

An Indonesian-compliant Patient Intake Form for collecting essential medical and personal information, adhering to Indonesian healthcare and data protection regulations.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.