Caliyan Associates New Customer Registration Form

New Client Details:

Due to new TPB guidelines, we need to have written consent as well as an identity check for all new clients that we add to our Agency.
Full Name (Individual 1)

PrefixFirst NameMiddle NameLast Name
DOB

DayMonthYear
Residential Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
E-mail
Postal Address: (If different from above)

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Phone Number

Area CodePhone Number
Tax File Number
TFN
Occupation
Please take a photograph of any Australian photo ID like a Driver's license or passport. OR, your international passport. This is used to verify your identity as per Australian Law.
Spouse/Defacto addition?
Full Name (Individual 2)

PrefixFirst NameMiddle NameLast Name
DOB

DayMonthYear
Residential Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number

Area CodePhone Number
Tax File Number
TFN
Please take a photograph of any Australian photo ID like a Driver's license or passport. OR, your international passport. This is used to verify your identity as per Australian Law.
Are you applying on behalf of your BUSINESS?
NAME OF ENTITY
Not Trading Name, the legal name. Eg. ABC Family Trust or XYX Pty Ltd.
Tax File Number
TFN
What type of Entity is it?
Name of Corporate Trustee

Fees:

Fees are payable for the time we spend on the return, not the lodgement itself. For all new customers, fees are payable before the appointment begins. All amounts below contain 10% GST . A rough price list (meaning, starting from) is contained below and is on a per return/form basis:

Individual Return - standard	$220
Individual Return + 1 rental property	$265
- subsequent property (per property, joint or single)	$110
Individual Return + Business/PSI schedule (from)	$380
Business Activity Statement (BAS) - from	$175
30 minute Business Consultation	$185
Crypto trading/investing - starting from (volume based)	$99
CGT schedules (like share trading) - per trade	$11/ea

Declaration: I hereby declare that I/We authorize Caliyan Associates to add me/us on as TaxAgent and agree to our details being added on to the Tax Agent Portal. I also agree with the terms and conditions of the Schedule of Fees as mentioned above.
Signature - Applicant 1
Signature - Applicant 2
PRACTICE ID
Should be Empty:

New Client Details: