Get Started with Client Onboarding Form

Onboarding Form

For Companies, Trusts , SMSFs
Name of Individual or Director's Name

Given NamesLast Name
Director ID
Date of Birth
DD-MM-YYYY
Entity Name
Occupation or Industry
Company Tax File Number if applicable
Company ACN
ABN if applicable
Registered Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Select applicable items:

TrusteeCompanySMSF
Public Officers Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position Held

DirectorSecretaryTrustee If ApplicableOther please specify below
Please Specify Other
Shareholder details
Email
example@example.com
Phone Number
Please enter valid phone number
Please tick applicable items for individuals only:

I use my motor vehicle for workI work from homeI earn rental incomeI trade in cryptocurrencyI received bank interestI have other incomeI am a company directorI have an SMSFI received an inheritanceI am registered for GST
Banking Details:

Please provide account name, BSB and account number
Business Account Name:
BSB:
Account Number:
Bank Name
Authority to proceed
I/We hereby authorise Christalla Drougas (Registered Tax Agent under licence Grant Lawrence & Associates Pty Ltd RAN 40001015) and its representatives as follows:

To communicate with any financial institution in relation to any query, investments held, interest earned, dividends received, and distributions received etc.

To communicate with any government department (including the holding and quoting of my Centre link Customer Reference Number) in relation to any query, benefits received etc.

To communicate with the Australian Taxation Office (including the holding and quoting of my Tax File Number or Australian Business Number) in relation to any query, assessment, audit matter etc.

I/We also authorise Christalla Drougas:
To file Business Income Tax Returns
To file Individual Income Tax returns
To file ABN, TFN & GST applications
To add my details to the practice tax agent portal
To file IAS & BAS Returns
To prepare Income Tax PAYG Variation
Prepare and file Spouses Income Tax Returns

I will be provided with an account upfront and agree to pay this account before lodgment
I / We agree to the above terms and conditions
Name

First NameLast Name
Signature

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Date
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Onboarding Form

Banking Details: