Online Client Details Form

Online Client Details Form
Welcome
We are delighted to welcome you as a client of DMT Accounting! Before you begin, please take a moment to read the privacy information below:

Required Fields
Fields marked with * are mandatory and must be completed.

Form Completion Time
This online form should take about 3 minutes to fill out and submit.

Privacy Notice
Please review the privacy notice for important information. DMT Accounting adheres to the Privacy Act 1988, ensuring all client records are maintained securely in compliance with the Act. Any breaches should be reported to the Privacy Commissioner. We collect your tax file number to add you to our tax agents portal and client database, and your banking details to process any ATO refunds. The information you provide in this form is securely stored in DMT Accounting's protected accounting system. If you are uncomfortable providing your information, please contact our office.

Security Information
Be aware of the risks associated with online services. While we take all reasonable measures to protect your information, we cannot guarantee that online services provided by DMT Accounting are free from harmful code or contaminants such as viruses, bugs, trojan horses, spyware, or adware. We recommend using up-to-date firewall and anti-virus software to safeguard your systems. DMT Accounting assumes no liability for any interference with or damage to your computer, software, or data resulting from the use of this electronic form.
Declaration
By consenting below, you acknowledge that DMT Accounting will collect your personal information to include your details in the ATO Tax Agent's Portal, our cloud-based Xero software, and other necessary internal systems. Additionally, we may occasionally email you about significant updates.
Please verify that you are human*
I consent

Customer Details:
Full Name*

First NameLast Name
Title*
Mr, Mrs, Ms
Date of Birth*

DayMonthYear
Date
Gender*

MaleFemaleNon-binary
Phone Number*
E-mail*
example@example.com
How did you hear about us?*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax File Number*
ABN
Bank Details

Please enter your bank details your would like to nominate for tax refunds to be transferred into.
Account Name*
BSB*
Account Number*

Drivers Licence

Please provide your drivers licence details for proof of identification.
Drivers Licence Number*
Expiry Date*

DayMonthYear
Date
State of Issue*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Please upload a photo of your Drivers Licence*

Cancelof

Spouse
Do you have a spouse?*

YesNo
If yes, please provide your spouse's name.

Dependents
Do you have any dependent children under the age of 21?*

YesNo
If yes, how many dependent children do you have prior to 30th June 2024?

Directors Identification

If you are a Director of an Australian company, please provide your Directors ID.
Are you a Director of an Australian company*

YesNo
If you answer yes please provide your Directors ID Below

Declaration
I declare that the details submitted in this form are accurate and truthful. I acknowledge that they will be utilised in compliance with the guidelines set forth by the ATO, ASIC, and other regulatory entities. Should there be any necessity to update my information, I commit to promptly communicating these changes at my earliest opportunity to DMT Accounting.
Signature*

Clear
Should be Empty:

Online Client Details Form

Declaration

Bank Details

Drivers Licence

Spouse

Dependents

Directors Identification

Declaration