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Xero Implementation Checklist
XERO IMPLEMENTATION CHECKLIST
Step
1
of
5
20%
BUSINESS INFORMATION
Business Name
*
Registered Office Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Is your Registered Business Address the same as your Registered Office Address?
*
Yes
No
Registered Business Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Trading As
*
Nature of Business
*
Entity Type
*
Company
Trust
Individual
SMSF
Partnership
Website
ABN
*
TFN
*
Business Phone
*
GST Registered?
Yes
No
Not Sure
Cash or Accrual
Cash
Accruals
Not Sure
PAYGW Registered?
Yes
No
Not Sure
Other Registrations?
PAYG Instalments
Fringe Benefits Tax
Wine Equilisation Tax
Fuel Tax Credits
Required to Lodge Monthly IAS Returns?
Yes
No
Not Sure
SYSTEM REQUIREMENTS
Conversion Date
*
DD slash MM slash YYYY
Previous System
MYOB
Reckon
Quick Books
SAP
Employees
*
Yes
No
Employees
*We will contact you to discuss further, prior to finalising the setup
Payroll*
Expense Claims
Superannuation Clearing Payments
Employee Access (payslips, timesheets, leave applications etc)
Customer Invoicing
*
Yes
No
Customer Invoicing
Custom Invoices*
Payment Collection Service*
Invoice Payment Reminders*
Quotes
*We will contact you to discuss further, prior to finalising the setup
Expenses/Bills
*
Yes
No
Expenses/Bills
Document Management*
Purchase Orders
*We will contact you to discuss further, prior to finalising the setup
Other Requirements
*We will contact you to discuss further, prior to finalising the setup
Inventory/Stock*
Fixed Assets*
Foreign Currencies
Project Tracking*
Customised Reports*
USERS
User #1
Full Name
First
Last
Email Address
Access Levels - Employees/Payroll
Employee Access
Payroll Admin
Expenses
Access Levels - Business & Accounting
Sales & Purchases
Bank Accounts
Bank Account Admin
Projects
More than 1 User?
*
Yes
No
User #2
Full Name
First
Last
Access Levels - Employees/Payroll
Employee Access
Payroll Admin
Expenses
Access Levels - Business & Accounting
Sales & Purchases
Bank Accounts
Bank Account Admin
Projects
More than 2 Users?
*
Yes
No
User #3
Full Name
First
Last
Access Levels - Employees/Payroll
Employee Access
Payroll Admin
Expenses
Access Levels - Business & Accounting
Sales & Purchases
Bank Accounts
Bank Account Admin
Projects
More than 3 Users?
*
Yes
No
User #4
Full Name
First
Last
Access Levels - Employees/Payroll
Employee Access
Payroll Admin
Expenses
Access Levels - Business & Accounting
Sales & Purchases
Bank Accounts
Bank Account Admin
Projects
If additional users required, please provide details below or by emailing
admin@mukiwa.com.au
Other User Details
BANK ACCOUNTS
Account #1
Bank Name
Account Type
Transaction
Savings
Term Deposit
Paypal
Credit card
Stripe
Other
Bank Account
BSB
Account Number
More than 1 Bank Account?
*
Yes
No
Account #2
Bank Name
Account Type
Transaction
Savings
Term Deposit
Paypal
Credit card
Stripe
Other
Bank Account
BSB
Account Number
More than 2 Bank Accounts?
*
Yes
No
Account #3
Bank Name
Account Type
Transaction
Savings
Term Deposit
Paypal
Credit card
Stripe
Other
Bank Account
BSB
Account Number
More than 3 Bank Accounts?
*
Yes
No
Account #4
Bank Name
Account Type
Transaction
Savings
Term Deposit
Paypal
Credit card
Stripe
Other
Bank Account
BSB
Account Number
Further Bank Accounts
If you have more than 4 Bank Accounts, please provide details below or by emailing
admin@mukiwa.com.au
Other Bank Account details
I would be interested in learning more about other cloud-based software solutions that could help transform my business and make it more efficient, particularly:
Bookkeeping & Document Management Solutions
Business Reporting/Cashflow Forecasting/Budgeting
Project Management & Timesheets
Invoice Payment Services
Debtor Management Solutions
Inventory Solutions
Management Investment Portfolios
More information on these and other products can be found on our website
www.mukiwa.com.au/xero-add-on-solutions/
Do you require Xero Training?
*
Yes
No
Possibly
I require Xero Training
For Myself
For My Team
Everyone
Please provide us with any other information which you believe may be relevant and which we should be aware of.
If you are unsure as to how to answer any of the above questions, please call us on 02 8007 4750, advise us in the Info box above, or email us at
admin@mukiwa.com.au
By signing this form, I hereby authorise Mukiwa Financial Services to create a new Xero file using the information I have provided above. I understand there will be a charge for this service, and I agree to settle this charge within 7 days of the invoice being issued.
Furthermore, I understand there will be a monthly subscription fee which Mukiwa Financial Services will charge me for. Alternatively, I can ask for the subscription to be transferred to myself and I will then be responsible for the ongoing payment of the monthly subscription cost.
Signature
Name
*
First
Last
Date
*
DD slash MM slash YYYY
Email
*
Phone
*
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