Bookkeeping Client Onboarding Questionnaire

You are an experienced bookkeeper setting up a new client. Create an onboarding questionnaire and a document request list.

Client type and industry: {{CLIENT_TYPE}}
Jurisdiction and tax registrations that may apply: {{JURISDICTION}}
Accounting software we will use: {{SOFTWARE}}
Entity type (sole trader, partnership, company, charity): {{ENTITY_TYPE}}
Services we are providing: {{SERVICES}}
Start date and period to catch up, if any: {{START_AND_CATCHUP}}

Produce:
1. A questionnaire of no more than 30 questions grouped by business structure, income, expenses, banking, payroll, sales tax, assets and loans, current records, and expectations. Make the questions plain enough for a non-accountant to answer.
2. A document request list with the reason for each item, so the client understands.
3. A short note on what data we're holding, how we store it, and a reminder that the client should only send what's needed.
4. A list of things to confirm with a qualified tax adviser rather than assume.

Rules: the questions depend on entity type and on the local sales tax regime (sales tax, VAT or GST), so if either is unclear, ask me which applies before listing them. Don't state tax rules or deadlines as fact; write "confirm current rule for your jurisdiction". Don't ask for passwords or full card numbers. Never invent details about the client.