Quotation Estimate Accountant in China Shanghai –Free Word Template Download with AI
Professional Accountant Services for China Shanghai Operations
Shanghai Meridian Accounting & Advisory Group Co., Ltd.
No. 888 Century Avenue, Pudong New Area, Shanghai, China 200120
Tel: +86-21-5888-6600 | Email: [email protected]
QUOTATION NO: QTE-SHA-2025-0472| Date of Issue | 15 June 2025 | Quotation Validity | 30 June 2025 (30 calendar days) |
| Prepared For | GlobalTech Manufacturing (Shanghai) Co., Ltd. | Client Reference | GT-SHA-2025-0091 |
| Client Address | 1200 Binjiang Avenue, Minhang District, Shanghai, China 201100 | Service Location | China Shanghai (Pudong & Minhang Districts) |
| Prepared By | Ms. Lin Xiaofeng, CPA (China), CMA | Currency | Chinese Yuan (CNY / RMB) |
This Quotation Estimate is issued by Shanghai Meridian Accounting & Advisory Group Co., Ltd. to provide GlobalTech Manufacturing (Shanghai) Co., Ltd. with a comprehensive, itemized cost breakdown for the engagement of a dedicated Accountant to manage all financial, tax, and compliance obligations within China Shanghai. This document serves as a formal Quotation Estimate outlining the full scope of Accountant services, associated fees, payment schedules, and contractual terms applicable to operations conducted in China Shanghai under the prevailing regulations of the State Taxation Administration, the Shanghai Municipal Tax Bureau, and the Ministry of Finance of the People's Republic of China.
The following table presents the itemized Quotation Estimate for the Accountant engagement. All fees are quoted in Chinese Yuan (CNY) and are inclusive of applicable Value-Added Tax (VAT) at the standard rate of 6% for professional services in China Shanghai.
| Ref | Accountant Service Description | Frequency | Unit Rate (CNY) | Annual Total (CNY) |
|---|---|---|---|---|
| 01 | Monthly bookkeeping, journal entries, and general ledger maintenance for the China Shanghai entity, including reconciliation of bank accounts held with local Chinese banks (ICBC, China Construction Bank, Bank of China) | Monthly (12x) | ¥ 8,500 | ¥ 102,000 |
| 02 | Preparation and filing of monthly VAT returns, quarterly Corporate Income Tax (CIT) prepayments, and annual CIT settlement filings with the Shanghai Municipal Tax Bureau | Quarterly (4x) | ¥ 6,200 | ¥ 24,800 |
| 03 | Monthly payroll processing for up to 150 employees in China Shanghai, including social insurance (five insurances) and housing fund (one fund) contributions, individual income tax withholding, and statutory reporting to the Shanghai Human Resources and Social Security Bureau | Monthly (12x) | ¥ 12,000 | ¥ 144,000 |
| 04 | Annual statutory financial audit coordination, preparation of audit-ready financial statements in accordance with Chinese Accounting Standards (CAS), and liaison with the designated external audit firm in China Shanghai | Annual (1x) | ¥ 35,000 | ¥ 35,000 |
| 05 | Customs and import/export documentation support for goods cleared through Shanghai Port and Pudong Airport, including transfer pricing documentation and customs valuation compliance | Monthly (12x) | ¥ 4,800 | ¥ 57,600 |
| 06 | Ad-hoc Accountant advisory on China Shanghai-specific tax incentives, free trade zone (FTZ) benefits, and cross-border remittance compliance under SAFE (State Administration of Foreign Exchange) regulations | As needed (est. 8 hrs/mo) | ¥ 1,200/hr | ¥ 115,200 |
| 07 | Annual business license renewal, AIC (Administration for Industry and Commerce) annual report filing, and statutory registration maintenance with the Shanghai Market Supervision Administration | Annual (1x) | ¥ 5,500 | ¥ 5,500 |
| TOTAL ANNUAL QUOTATION ESTIMATE (Incl. 6% VAT) | ¥ 484,100 | |||
Payment for the Accountant services outlined in this Quotation Estimate shall be made in Chinese Yuan (CNY) via bank transfer to the designated account of Shanghai Meridian Accounting & Advisory Group Co., Ltd. at Bank of China, Pudong Branch, Shanghai. The payment schedule is structured as follows:
- Initial Deposit: 30% of the total Quotation Estimate amount (¥ 145,230) due within 10 business days of acceptance of this Quotation Estimate.
- Quarterly Installments: The remaining 70% shall be paid in four equal quarterly installments of ¥ 84,742.50, due on the 5th business day of January, April, July, and October 2025.
- Ad-hoc Advisory Fees: Billed monthly in arrears with a 15-day payment term from the date of invoice issuance.
- This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, fees may be subject to revision based on changes in China Shanghai regulatory requirements or market conditions.
- The Accountant engagement shall commence on 1 July 2025 and continue for a period of twelve (12) months, subject to mutual renewal by written agreement.
- All Accountant services shall be performed in compliance with the Accounting Law of the People's Republic of China, the Tax Collection Administration Law, and all applicable regulations issued by the Shanghai Municipal Government.
- Shanghai Meridian Accounting & Advisory Group Co., Ltd. shall maintain professional indemnity insurance with a minimum coverage of ¥ 5,000,000 for all Accountant services rendered in China Shanghai.
- Confidentiality: All financial data, trade secrets, and proprietary information of the client shall be treated as strictly confidential. The Accountant shall not disclose any information to third parties without prior written consent, in accordance with China's Personal Information Protection Law (PIPL) and the Data Security Law.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, government-mandated closures in China Shanghai, or changes in tax legislation.
- Dispute Resolution: Any disputes arising from this Quotation Estimate shall be resolved through amicable negotiation. Failing resolution within 30 days, disputes shall be submitted to the Shanghai International Arbitration Center (SHIAC) for binding arbitration under its rules.
By signing below, the client acknowledges receipt of this Quotation Estimate for Accountant services in China Shanghai and agrees to the terms, conditions, and fee schedule set forth herein. This Quotation Estimate constitutes a binding offer upon countersignature by both parties.
For and on behalf of:
Shanghai Meridian Accounting & Advisory Group Co., Ltd.
Title: Managing Director & Lead Accountant
Signature: _________________________
Date: _________________________
For and on behalf of:
GlobalTech Manufacturing (Shanghai) Co., Ltd.
Title: _________________________
Signature: _________________________
Date: _________________________ ⬇️ Download as DOCX Edit online as DOCX
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