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Store Number
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Do you operate more than one location?
Yes
No
If YES, how many locations? How many entities (Tax IDS)
How does your company currently hand the day-to-day accounting?
Tasks performed by someone in organization using QuickBooks
Tasks performed by someone in organization using other accounting software
By hand (paper & pencil)
Outsourced (they use QuickBooks)
Outsourced (they use other software)
Outsourced (not sure)
How long have you been using QuickBooks?
Never
Less than 1 year
1-3 years
Over 3 years
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What version of QuickBooks are you using?
Enterprise 9.0
Enterprise 8.0
Premier 2009
Premier 2008
Premier 2007
Pro 2009
Pro 2008
Pro 2007
QuickBooks Pro Mac
Older than 2007
Not using QuickBooks
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How many simultaneous users?
1
2-5
6-10
11-15
>15
Have you used DST before?
Yes
No
Did you integrate DST with QuickBooks?
Yes
No
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What is the most recent reconciliation?
Last month
Two months ago
Three months ago
Last Physical Inventory Date
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What is the most recent financial statement available?
Last Month
Last Quarter
Last Tax Year
Not sure
Check all Credit Cards Accepted:
MasterCard/Visa
Discover
American Express
Debit Card
Gift Cards
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How does your company handle payroll?
By hand (pencil & paper
QuickBooks
Outside Payroll Service
If QuickBooks Payroll, which Payroll Subscription?
Assisted
Enhanced
Basic
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Do you use credit cards to make purchases for company expenses?
Yes
No
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If YES, do you pay them in full each month?
Yes
No
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Do you have administrative costs that do not apply to a particular location?
Yes
No
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Do you sell to non-taxable customers? (i.e. Non-Profit)
Yes
No
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Choose the most appropriate description as it relates to your sales tax collection and payment
Each location is subject to the same sales tax rate, which is paid to a single taxing agency
Each location is subject to different sales tax rates, and/or payable to different agencies
Check all Sales Tax that you pay:
State
County
Local
Other (Please specify)
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How often do you pay Sales Tax
Monthly
Quarterly
Yearly
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May we contact your Accountant/CPA in order to coordinate our training/implementation efforts, minimized duplication of work, discuss sales/or income tax issues relevant to your state, etc.
Yes
No
Accountant/CPA Name and Phone Number:
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