Order for a Xero Set up form Before you begin this form.“Why does Benkorp ask for this information?” This is an Order from your church for Benkorp to setup the Xero Accounting system 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. * Please ensure that you have read and understood the service descriptions prior to starting this form. Read our Terms and Conditions. Your Contact DetailsOrganisation Full Name* What is your ABN?* Organisation Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Contact Name (to be used for contact for Setup)* First Last Position* Contact Phone/Mobile #* Contact Phone # Email (to be used for contact for the Setup)* Contact person to authorise this order* First Last Position (of authoriser)* Contact details (for authoriser) Email Phone Number 1. SELECT ONE of the following set-up options A,B,C,D or E (Price inc of GST)* Basic Xero Set up $ 770.00 Basic - Plus Xero Set up $ 1090.00 Migrate your existing data from your MYOB file to a new Xero file $990 Please make sure that you have read the details of these services. Click here to read them in detail. 2. Select your Subscription option (see Descriptions for full details)*Ignite Xero Subscription$ 35 / month (Enter limited Bills, no payroll, no Expense claims)Grow Xero Subscription $ 70/ month (Enter unlimited bills, Payroll for 1 person, Expense claims x 1 persons, No Auto Super)Comprehensives Xero Subscription $ 90/ month (Enter unlimited Bills, Payroll for 5 persons, Expense claims x 5 persons, Auto Super)Ultimate 10 Xero Subscription $ 115 / month (Enter unlimited Bills, Payroll for 10 persons, Expense claims x 10 persons, Auto Super)Ultimate 20 Xero Subscription $ 145 / month (Enter unlimited Bills, Payroll for 20 persons, Expense claims x 10 persons, Auto Super)Ultimate 50 Xero Subscription $ 200 / month (Enter unlimited Bills, Payroll for 50 persons, Expense claims x 10 persons, Auto Super)3. Set Up Payroll?* Yes, Set up Payroll No, We do not need Payroll Full details of “Setup an employee” includes: - all their details and payroll See notes on information page “payroll set-up service More Information about Payroll 3. Payoll Basic Set up fee Basic Set up - $300 The basic payroll facility and settings, includes payroll categories, calendar/s, super funds • STP compliant3A. How many Regular Employees* do you want Benkorp to setup? QuantityPlease contact us for special price if over 10 employees, (Price inc GST) * Employees without Benefits Price: $ 145.00 Quantity How many regular employees are paid:WeeklyFortnightlyMonthly3B. How many Employees with MEA, MDBA, MEF or NCB do you want Benkorp to set up? QuantityPlease contact us for special price if over 10 employees, (Price inc GST) Price: $ 195.00 Quantity How many Employees with MEA, MDBA, MEF or NCB are paid:WeeklyFortnightlyMonthlyWho does the payroll?We do our own PayrollOther4. Training - Special personalise online training for “setup and getting started” when added to your set up package.Special training price $495 for 3 hours. Prices inc GST Training $495 - 3 hours Maximum of 3 people can attend these sessions Training can be split into a maximum of 2 sessions Additional training can be purchased after the initial training.Important Information Required.What accounting system do you currently use?*MYOBXeroSpreadsheets/manualQuickbooksOtherIf Other, what is the name of the system? What Version are you currently using?* What type computer will you use? PC or Mac?*PCMacWhat will be the new accounting system start date?* DD slash MM slash YYYY This date can be backdated or future dated according to your individual circumstance.What is your financial year?*July-JuneJanuary-DecemberOtherIf Other is selected please give us your year end month: What is your GST Reporting Frequency?*MonthlyQuarterlyAnnuallyWhat is your GST calculation Method?*CashAccrualDon't KnowWhat is your PAYG Withholding Frequency?*MonthlyQuarterlyNot RegisteredBEFORE YOU CONTINUE: PLEASE READ THIS CAREFULLYFor us to complete your order you need to follow this process carefully. - list every item in each category or section, and - ensure that all details are complete, This will make it easy for us all to work together for the prompt setup of your new accounting system 5. Bank and ‘bank type’ accounts:Be sure to include all and every operating bank accounts, eg main account, staff benefit MEA, MDBA NCB accounts, organisation owned credit cards, trust, deposit, investment accounts, eg short and long term deposits, fixed term, bequest accounts, special/designated purpose, *When accounts are missed, then your opening balances will be wrong and will require additional work to correctPlease include of ALL bank, trust and deposit accounts:* This is for ALL accounts under/using your ABN. NUMBERS ONLY please. No dashes, no spaces, no alphas.Example: CBA Main account 000111 1234567 CBA Special saver 000111 321321 CBA Online deposits 000111 456456 WBC MEA minister#1 333222 876356 ATrust Term deposit 111222 237898 ATrust Fixed Deposit 111222 919278Bank brand nameCommon Account Name (eg, Main Acc)BSBAccount Number Please include of ALL Credit Cards: This is for ALL accounts under/using your ABN. NUMBERS ONLY please. No dashes, no spaces, no alphas.Card brand nameCommon Account Name (eg, Staff name on CC) NOTE: The following details provides the information to setup the Tracking Categories in the Xero system.6. PropertiesBe sure to list all and every, property, building or sub-part that your church uses to budget, maintain, spend and/or receive money on, and would like to track for management purposes Church sanctuary, hall or halls or sub-divided hall, every minister’s accommodation owned or leased, other buildings, Op Shops, Pre-Schools, any form of commercial property owned or leased. *If any property is covered by another ABN please don't include it.Property ListProperty nameStreet Address 7. Ministries, Events, Activities, Grants & ProjectsWe recommend to list all and every, ministry and activity known or expected to be active from now onwards Examples: Pastoral ministry (including at least the minister/pastor), Children/kids, Youth, Women's, Mens, Bible Study groups, camps (where income and/or expense is part of the church finances), care & counselling groups, NDIS programs or individual clients being tracked. These will be in Tracking and simplify the chart of accounts and your financial reporting. List of all Ministries and Activities 8. Other operations of, or related to the church covered by the organisation's ABNeg any DGR, trading or business-like activity Be sure to list all and every such operation, eg Op Shop, Book Shop, Book Stall, special ministry such as ‘street/youth ministry, building fund, national trust development and such *When operations or activities are missed, then your system will be setup wrongly, especially for compliance purposes (ATO, insurance, government requirements) and management reporting, and will require additional work to correct.List of operations Any Other comments or notes that might be helpful for the set upAre you Interested in getting assistance with Bookkeeping and Accounting?*YesNoHow did you find out about Benkorp?Google searchFriendHead officeEmail from BenkorpOther - give detailsGive details: Please read and agree to our terms and conditions.* Click here to read. I have read and agree to the terms and conditions Total inc GST $ 0.00 Thank you very much for providing us with this information. Your order will be confirmed with an email.NameThis field is for validation purposes and should be left unchanged. Δ
