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This article explains how to correctly fill in the 'Company information' template in the working papers. This template contains all the master data of the client: administrative, legal and contact information.

Table of contents

What information do you fill in under the company information?

The template covers several types of information, such as: 

General details

  • Address details
  • VAT, tax and Chamber of Commerce numbers
  • Legal form
  • Description of activities

People and stakeholders

  • Directors and owners
  • Shareholders
  • Supervisory board members
  • Representatives of companies with an interest in this company

Additional details

  • Software systems used
  • SBI code


What should you pay attention to when filling in the company details?

  • When the client is a natural person or a partnership (such as a sole trader (EZ) or general partnership (VOF)), make sure to fill in all owners or partners completely and correctly.
  • The names of the partners are automatically displayed in the balance sheet and notes of the financial statements.
  • Use the 'Partner sequence number in equity' field to determine the correct order of partners.
Please note: this field only appears when the legal form is set to sole trader (EZ) or general partnership (VOF).