New Client Onboarding

Welcome to
Ledger & Point.

Please complete all four sections below. Your information is treated as strictly confidential in accordance with POPIA and FICA. Once submitted we'll be in touch within one business day.

Contact Details
Please provide the primary contact person and all business contact information.
Business Address
Entity & Business Details
Tell us about your business structure so we can set up the correct compliance and reporting.
Entity Type *
🏢
PTY Ltd
🏬
CC
👤
Sole Trader
🤝
Partnership
⚖️
Trust
🧍
Individual
🌱
NPO
Found on ITR12 / ITR14 or SARS correspondence
Tax & Statutory Registrations
Registered for VAT?
Include your VAT registration number if yes
Registered for PAYE / Do you have employees?
Include your PAYE reference if registered
Did you have a previous accountant or bookkeeper?
We will contact them for handover of your records
FICA & Document Upload
Please upload the required documents below. Files go directly to our secure Google Drive — no need to email them separately.
🔒

Secure upload: Your documents are sent directly to our private Google Drive. Only authorised practice staff can access them. This is a legal requirement under FICA before we can commence services.

Identity Information
FICA requires us to establish the source of your income / funds
Document Uploads
🪪
Certified ID / Passport Copy
All directors, owners and trustees
Required
📎
Click to upload or drag & drop
PDF, JPG or PNG — max 10MB
🏠
Proof of Residential Address
Not older than 3 months — utility bill, bank statement or municipal account
Required
📎
Click to upload or drag & drop
PDF, JPG or PNG — max 10MB
🏢
Company Registration Documents
CoR14.3 (PTY Ltd), CK1/CK2 (CC), Trust deed, etc.
Required
📎
Click to upload or drag & drop
PDF, JPG or PNG — max 10MB
📊
Prior Year Financial Statements
Last 1–2 years if available
If available
📎
Click to upload or drag & drop
PDF or Excel — max 10MB
🏦
Latest 3 Months Bank Statements
All business accounts
If available
📎
Click to upload or drag & drop
PDF, JPG or PNG — max 10MB
Declaration & Authorisation
Please read the declaration carefully and sign below to confirm your submission.
I, the undersigned, hereby confirm that:
  1. All information provided in this form is true, accurate and complete to the best of my knowledge.
  2. I am duly authorised to sign this form on behalf of the entity named above.
  3. I consent to Ledger & Point processing my personal information in accordance with POPIA for the purposes of providing accounting and tax services.
  4. I understand that the practice is required to comply with FICA and may request additional documentation at any time.
  5. I have read and agree to the Letter of Engagement provided to me separately.
Draw your signature using mouse or finger
Uploading your documents…
Preparing submission…

Please keep this window open until complete.

🎉

Welcome to Ledger & Point!

Your onboarding form and documents have been received. We'll be in touch within one business day to confirm your services, fees and next steps.

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