New Client Information

Are you a Non-Tax Resident?*

YesNoUnsure

I run a business

YesNo - skip to next section

Industry

e.g. "IT Consultant", "Accountant", "Residential Construction"

URL/Web Address

In Business Since

Date

Accounting Software

Who manages and updates your accounts on a day-to-day basis?

Number of Employees

GST Registered?

YesNo

Is Chromatic helping with your BAS?

Yes

GST Period (how often do you submit a BAS)

MonthlyQuarterlyAnnual

GST Basis?

CashAccrualsUnsure

Australian Business Number (ABN)

ABN Division

E.g. /002

Australian Company Number (ACN)

ASIC Annual Company Review Date

Date

Would you like Chromatic to act as ASIC Agents? (Assist with annual renewals, update addresses and details as required, etc)

YesNoUnsure

A note on changing Tax Agents

For Partnerships, Trusts and Companies, changing or nominating a Tax/BAS Agent now starts with you.

When you are ready, but before we can see any ATO records, you will need to access the ATO's Online Services for Business and nominate Helen Bell as your new agent.

We cannot do this process for you, but will guide you the best we can! If you are not quite ready, we will discuss this directly with you as part of onboarding.

The ATO's instructions can be found here.

Please email info@chromatictax.com.au to confirm when you have made the nomination and ensure the TFN/ABN have been provided in order for us to complete the linking process.

To protect you from fraud, and to ensure Chromatic meets it's professional obligations, we need to perform some simple Proof of Identity procedures when taking on new clients and at certain other times. Would you like to connect for this purpose:*

Over Zoom (preferred)In person (please note we are based in North-Western Sydney NSW)

Please refer to this information about what identification you may need to show us.

Please note this is now a legal requirement and must be completed before we connect to your ATO account or provide any advice.

Proof of Identity Appointment Request - to be confirmed by Chromatic Accounting & Tax:*

Where should we meet? Our Principal Tax Agent is partial to coffee...

Please include here any other information or questions you may have.

Please note here if there are any overdue tax returns, urgent matters or unusual circumstances to consider.

Permissions and Declarations:*

I am authorised to instruct Chromatic Accounting & Tax on behalf of the above entities.I understand I will need to provide Proof of Identity and may be contacted for additional information if required.I request and authorise Chromatic Accounting & Tax to access ATO records of the above entities for the purposes of assessing our engagement and acting as our Registered Tax Agent.I declare that the information provided is true and correct.

Signature

New Client Information

Contact Details

Business Details

Australian Business Details

Comments, Proof of Identity, and Submission