New Client Information
Please provide the following information
Name
*
First Name
Surname
Date of Birth
*
-
Day
-
Month
Year
Tax File Number
*
Email
*
example@example.com
Best contact number to reach you
Year of Tax Return to be done:
Please Select
2019
2020
2021
2022
2023
Services interested / needed:
*
Individual Tax Return
Individual Tax Return with Rental Property
Sole Trader Tax Return
Company Tax Return
Partnership Tax Return
SMSF Tax Return
Bookkeeping
CFO Services
Basic Individual Tax Consultation
Sole Trader / Company Tax Consultation
Other
We usually charge $265 for a Basic Individual Tax Return + $175 for a Rental Property Schedule. Do you want to proceed?
*
Yes
No
Occupation
Address
Unit / Level Number
Street Address
Suburb
State
Postcode
Do you have a spouse?
*
Yes
No
Other
Are we also doing your Spouse's Tax Return?
*
Yes
No
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Tax File Number
*
Email
*
example@example.com
Mobile Number
Taxable Income
Please upload your valid ID and a copy of Previous Tax Return done from previous Accountant (if available):
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proceed
Should be Empty: