07 4661 7888
support@catalystaccounting.com.au
New Client Details Form
We would appreciate you taking the time to complete the following details. If you have any questions in relation to the form, please call us as we are here to help.
Preferred Name:
Legal Name:
First & Other Name/s
Surname
Date of Birth:
/
Day
/
Month
Year
Tax File Number:
Mobile Number:
Email:
Residential Address:
Street Address
Street Address Line 2
City / Town / Suburb
State / Territory
Post Code
Postal Address (if different to residential address):
Street Address
Street Address Line 2
City / Town / Suburb
State / Territory
Post Code
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Preferred Contact Method:
Phone
Text Message
Email
Preferred Appointment Days:
Monday
Tuesday
Wednesday
Thursday
Friday
Preferred Appointment Times:
Morning
Afternoon
After hours
Occupation:
Previous Accountant:
Name/Firm
Do they need contacting?
Yes
No
How did you find us?
Catalyst Accounting & Tax - Client Referral
Google Search
Community/Network Referral
Street Signage
Catalyst Accounting & Tax - Team Member Referral
Other
We're grateful for referrals - who can we thank for connecting us?
Do you have:
Shares/Dividends
Rental Property Income
Capital Gain
A Business - please click 'Next' to complete the following page
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Submit
Next
ABN:
Business Name:
How long have you been in business?
Are you interested in knowing more about our BAS lodgement or Payroll sevices?
Yes
No
Date your last BAS was lodged?
(If registered for GST)
What accounting software are you currently using?
Date of the last year that your business tax return was lodged?
Please add any additional information you would like us to know:
Office Use Only: O-XPM O-ATO O-WIZE O-K/SP Linked O-SMS/Email O-Client ___
Thank you for completing this form
We will be in touch shortly to arrange a consultation to explore next steps.
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