SAM User Guide - SAM 2026

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The document is an Annual Client Questionnaire designed for trading entities, such as partnerships or sole traders, to gather necessary financial information for the preparation of financial statements and tax returns. It includes sections on record keeping, income sources, vehicle expenses, personal tax return checklists, and engagement terms with the accounting firm. Clients are instructed to provide relevant documents and complete various sections by indicating 'YES' or 'NO' as applicable. The document also outlines the responsibilities of both the client and the accounting firm regarding accuracy of information and payment terms.

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Click ‘Get Form’ to open the SAM User Guide - SAM in the editor.
Begin by entering your Entity Name and Year End at the top of the form. Ensure these details are accurate as they are crucial for your records.
Proceed to each section, ticking either YES or NO as applicable. For sections marked YES, be prepared to provide relevant documents via email to info@cleaver.co.nz.
For Record Keeping, indicate your accounting software usage by ticking the appropriate boxes. If you use multiple systems, ensure all are noted.
Complete the sections on Assets and Investments, providing detailed schedules where necessary. This includes any purchases or sales made during the year.
Finally, review all entries for accuracy before signing and dating the last page of the questionnaire.

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2015	4.8 Satisfied (37 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I login to SAM?

SAM.gov uses Login.gov for authentication. Provide all required information on the registration process. Once you create your user credentials, you will return to SAM.gov to complete your profile. If you do not have a SAM.gov account, you will need to create one.

Who qualifies for SAM?

System for Award Management (SAM) A SAM registration is required for any entity to bid on and get paid for federal contracts or to receive federal funds. These include for-profit businesses, nonprofits, government contractors, government subcontractors, state governments, and local municipalities.

How do I know if my SAM account is active?

You must have an active registration in SAM.gov to do business with the federal government. If you already started your registration, check your status by entering your Unique Entity ID or CAGE code in the Entity Status Tracker. To learn more, check out the Get Started page.

How do I access my SAM.gov account?

Your username and password are managed by Login.gov. Select Sign In on SAM.gov to go to Login.gov to sign in or to set up an account. Once youre signed in at Login.gov , youll be returned to SAM.gov to complete your profile.

Is SAM.gov and Login.gov the same?

You need a Login.gov account to sign in to SAM.gov. Its your secure login method. Login.gov doesnt store any information about your SAM.gov profile - it just lets you sign in. Use the same email address for both accounts if youre managing SAM.gov activities.

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How do I access my SAM account?

To make changes to your SAM.gov account profile, you will need to sign in at . Contact the Federal Service Desk at 866-606-8220 (toll-free) or 334-206-7828 (internationally) for assistance, or submit your request via web form at .

How to set up a SAM?

Select Sign In on SAM.gov to go to Login.gov to sign in or to set up an account. Once youre signed in at Login.gov , youll be returned to SAM.gov to complete your profile. For registration, you are required to enter a lot of information about your entity.

SAM User Guide - SAM 2026

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