• New Client Information Form

    New Client Information Form

  • Welcome to Carbon's New Client Referral Form.

    Please wait a few moments for the checklist to load and for the ‘back’ button to disappear.

    We look forward to working with you!

    Thank you,

    Carbon Group

  • Are you completing this form as a:*
  • How did you hear about Carbon?*

  • Personal Details:

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  • Format: (00) 0000-0000.
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  • Do you have a spouse?*
  • Do you have any dependents?*
  • Will your spouse require our services?*
  • Are your spouse's address details the same as yours?
  • Do you have a preferred method of contact or an assistant?*
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  • Existing Entities:

  • Do you have a Trust?*
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  • Do you have a company?*
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  • Does your company have more Directors?
  • Do you have a Partnership?*
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  • Do you have a Self-Managed Super Fund (SMSF)?*
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  • Bookkeeping Details:

  • What type of bookkeeping software does your business use?*

  • If Xero, MYOB Live, or QBO, please invite accounting@carbongroup.com.au into your file 

  • If Xero, MYOB Live, or QBO, please invite swanvalley@carbongroup.com.au into your file

  • Ethical Requirements:

  • Previous Accountants Details: This is so that we can send an ethical letter or collect corporate documents.

    Note: All original company and trust records must be held by the registered agent.

  • Do you have a previous accountant?*
  • 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.
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  • Interested in More Services from Carbon?

  • ___________________________________________________________________

    Thank you for taking the time to complete this form

     

    We look forward to having you on board with Carbon. Once we receive your ethical response, our team will reach out to guide you through our next steps.

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