New Client Information Form
Are you completing this form
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As Individual Tax Client
Business Tax Client
How did you hear about Sharon's Accounting Service
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Google
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Friend
Sharon's Client
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Personal Information
Name
*
First Name
Middle Name
Last Name
Email
*
Tax File Number
*
Occupation
*
Mobile Number
*
Please enter a valid phone number.
Format: 000 000 0000.
Business Hours Number
*
Please enter a valid phone number.
Format: (00) 0000 0000.
Date of Birth
*
-
Month
-
Day
Year
Date
Place of Birth Suburb/State
*
Residential Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Postal Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have a Spouse
*
Yes
No
Do you have any Dependents
*
Yes
No
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Compliance
Do you have a previous Accountant
*
Yes
No
What year was your last tax return lodged
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What month would you like me to prepare your return
*
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
*Note if you have managed funds, this date will have to be October or later as the fund managers tax reports are not available until then
Have you been convicted of a crime or declared bankruptcy in the last 5 years? Please note that this may affect your eligibility to be a member of a self-managed superannuation fund and a director of a company.
*
Yes
No
Please upload your most recent tax return lodged
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If you prefer, we can contact your previous accountant to request your most recent tax return?
Yes, please contact my previous Accountant on my behalf.
You authorise for Sharon's Accounting Service to have access to your activity statement information and to represent you in related communication with the ATO
*
Yes, I authorise
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