HOW TO ORDER:
NB. YOU WILL FIND THESE SIGN-UP FORMS MUCH EASIER TO FILL OUT IF YOU PRINT THIS PAGE AND FOLLOW THE INSTRUCTIONS
Accounts Online takes very seriously the handling and processing of your confidential banking information when connecting you to the BankLink software. As part of this process we need to get you to complete a number of forms to join our fast growing service.
When completing these forms the Banks have asked that you DO NOT USE BLACK INK PENS so please use another colour.
FORM 1: Customer Details
This helps us to keep in touch with you.
Please ensure you complete your address details by entering your postal code. www.nzpost.co.nz/Cultures/en-NZ/OnlineTools/PostCodeFinder/
This contract is valid for a 36 month minimum period. As the cost of our service is based on the volume of transactions we purchase from your bank(s) we would like to bring to your attention review clause (2) as detailed on the Tax Invoice (Form2).
First 36 Months Introductory Offer
Transaction Per Month
Subscription (GST Incl.)
0 - 100
101 - 200
201 - 300
Please add $5.00 for each additional bank account to the above subscriptions.
Note: There is no cost for the software
FORM 2: Tax Invoice
This is your initial tax invoice for your monthly subscription and an estimate of your training and connection fees.
Connections Fees - $20 connection fee (GST excl.) for each bank account
Installation and Training - we estimate 4 hours at $130 per hour (GST excl.). Actual charge based on actual hours taken.
Travel, Accommodation & Rental Car Costs - This is to provide a contribution towards your trainers costs when they travel. This has been set at $120 plus GST.
Historical Data Entry - Depending on which bank you are with as to how far back you can access your data; historical data can be imported once we have some downloaded data.
PS: If you are a proficient computer user, the above time frame could be shortened if discussed with us.
FORM 3: Third Party Authority
If you use more than one bank then you need to complete a separate Third Party Authority for each account. You can however, place more than one bank account on each of these forms as long as they are with the same branch. If you operate a Bartercard, visa or farming account you will need to complete a separate Third Party Authority for each account as well. Information required on this form is:
I. Name of Bank Account in the Name of Account section
II. Bank Account Number in the Account Number section
III. Name of Bank and Branch in the To: The Manager section
IV. A Starting Date (ASAP for the day is okay, plus the month and year)
V. My/Our advisors is - Accounts Online in association with Wayne J Campbell & Associates
VI. Your signature (s) above the line where it states (Signature of third party). If two signatures are required for your cheques we need two signatures here.
VII. Leave blank the Signature confirmed section for your Bank to complete. Do not take this to your bank for signing. BankLink will organise this with your bank.
IMPORTANT: When you change bank accounts, or visa accounts please let us know by email what account numbers you have stopped. To add your new bank account so the data can track, print off a BankLink Third Party Form and enter your Secure code from your BankLink file at the top of the form. To obtain your Secure code please contact us email@example.com
FORM 4: Cheque & Deposit Forms
This instructs your bank to issue you with analysis coded cheque & deposit books so you can enter your accountants code on the face of the cheque or deposit book.
FORM 5: Authority for Automatic Payment
These are due for payment on the 10th of each month.
FORM 6: Bartercard Authority for Automatic Payment
For Bartercard Members Only. This is due for payment on the 20th of each month.
B. Keep copies for your own records
C. Please return ALL forms to:
Accounts Online Processing Centre
PO Box 83104
C. We will send you an email confirming receipt of your forms and then contact you in around 4 weeks to confirm your installation and training appointment. The more data you have the better before we train so it makes the training more interesting.
D. We require your accountants chart of account codes to setup your file in preparation for the training, to be emailed in excel format (see email address below); or alternatively by fax to: 09 5239 226
If you need any help to complete these forms or have any questions
that need urgent attention please email firstname.lastname@example.org or call our help desk 0800 222 268