Welcome to Carbon Accountants New Client Information Form.
Please wait a few moments for the checklist to load and the ‘back’ button to disappear.We look forward to working with you!
If Xero, MYOB Live, or QBO, please invite email@example.com into your file
If Xero, MYOB Live, or QBO, please invite firstname.lastname@example.org into your file
(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.
*(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)
Thank you for taking the time to complete this form
We look forward to having you on board with Carbon. A member from our team will contact you once we have received an ethical response to advise you of our processes moving forward.