BML Accounting & Tax

Client Onboarding Form

Please complete your details to kick off setup.

Group Name (if applicable)

Note: For a group of entities or director/shareholder structures, please submit a separate onboarding form for each entity/individual, but use the same Group Name on each submission.

1. Entity Type

Select Entity Type *

2. Entity Details

Registered Company Name *

Trading Name (if different)

CIPC Registration Number *

Industry / Nature of Business

Financial Year-End

Public Interest Score (PIS) Metrics

Calculated under South African Companies Regulation 26 to determine statutory financial reporting and assurance levels.

Owner-Managed Entity? (Check if all shareholders/holders of beneficial interest are also directors of the company)

Financial Statements Compilation Method

Average Number of Employees

Estimated Annual Turnover (Rands)

Third-Party Liabilities / Debt (Rands)

Number of Shareholders / Beneficial Interest Holders

Indicative Public Interest Score: 0 Points

Statutory Assurance Requirement: -

Calculated under Companies Act Regulations 26 & 28. Standard compilation assumptions apply. BML will confirm statutory requirements upon review.

3. Primary Contact & Director / Owner

Director / Contact Name *

ID or Passport Number *

Email Address *

Mobile Number *

Physical Address

4. Tax & Statutory Registrations

Income Tax Reference Number *

Find Tax No. 🔍

VAT Number (if registered)

PAYE Reference Number (if applicable)

COIDA / UIF Registration No.

5. Accounting & Billing Setup

Current Accounting Software

Primary Bank

Previous Tax Practitioner / Accountant Details

Preferred Fee Payment Method *

6. Identity, FICA & Supporting Documents

📎 Submission Instructions:
After submitting this form, please email the applicable supporting documents to documents@bmlaccounting.co.za. Please include your full name or entity name in the email subject line (e.g. Onboarding Documents – Acme Enterprise (Pty) Ltd).

Required documents based on selected entity:

BML may request additional documentation where required to complete client verification, establish authority to act, meet SARS registered-representative requirements, or complete practice onboarding procedures.

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I confirm that the information provided is accurate. I understand that BML Accounting & Tax may request the transfer of applicable SARS tax types and that I may be required to approve such transfers through SARS eFiling or another authorised SARS process.