New Client Details Form
Contact details for yourself and your business
Client Details
Please complete the details below for yourself and your spouse/partner
Name
*
First Name
Middle Names
Last Name
*
Surname
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Phone Number
*
Date of Birth
City and Country of Birth
TFN
*
Directors ID (if you have one)
Please provide your bank details for tax refunds (if any)
How did you hear about Accelerated Freedom Accounting?
To comply with Australian Taxation Office and anti-money laundering requirements, we are required to verify your identity. I will send you a separate email shortly with instructions on how to complete your ID verification securely. Please confirm you are happy to complete the ID verification (there is no charge to you, you will just need to upload a form of ID to a secure third party that will obtain the ID verification)
*
Yes - please send the email to verify my ID online
No - I will make an appointment so you can verify my ID in person
You have already verified my ID
Please upload a copy of your last 2 years tax return - File Upload
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Spouse Details
Please complete the details below for your spouse/partner (if applicable)
Name
First Name
Middle Names
Last Name
Surname
Email
example@example.com
Phone Number
Date of Birth
Have you had a spouse for the full year, if not please include details and date of death/separation/marriage etc
Place and country of Birth
TFN
Directors ID (if you have one)
Please provide your bank details for tax refunds (if different to your spouse above)
To comply with Australian Taxation Office and anti-money laundering requirements, we are required to verify your identity. I will send you a separate email shortly with instructions on how to complete your ID verification securely. Please confirm you are happy to complete the ID verification (there is no charge to you, you will just need to upload a form of ID to a secure third party that will obtain the ID verification)
Yes - please send the email to verify my ID online
No - I will make an appointment so you can verify my ID in person
You have already verified my ID
Please upload a copy of your last 2 years tax return here - File Upload
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Drag and drop files here
Choose a file
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Your Business Details
Please complete your business details below
Business Trading Name
Business Legal Name (if different from trading name)
Business Entity
Private Company
Trust
Partnership
Sole Trader
Other
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Email
example@example.com
Business Phone Number
Business TFN
Business ABN
Who are the owners of the business? Directors of a company or Principal or beneficiaries of a trust? If a company please send me a copy of your latest ASIC statement.
Have any of the business owners/directors been declared bankrupt or have any legal action pending? Please provide details.
File Upload - please upload your business documents if any (Trust deed, ASIC statement, last 2 years financials and tax returns for the business.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Previous Accountants Details
Please note I may need to contact your previous accountant as a matter of professional courtesy.
Name
First Name
Last Name
Phone Number
Email
example@example.com
Would you like me to contact your previous accountant to obtain any record they are holding on your behalf?
Yes
No, I will collect the records myself and provide them to you
Authorisation
By signing this you agree to appoint Accelerated Freedom Accounting to act as your accountant and tax agent and authorise us to access your details on the ATO Online Portal.
I agree to the above authorisation
Yes
No
Accounting fees can be paid in two options. Option 1 - pay for work done as it is completed, payment is due within 14 days of invoice as a lumpsum. Option 2 - setup a monthly subscription to pay a fixed amount each month (the monthly amount paid should cover the agreed upon annual fee amount for the year).
*
I want to pay the fees as a lumpsum 14 days after invoice
Please send me a quote and details for the monthly payment option 2
Name
*
First Name
Last Name
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Signature
*
Submit
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