New Client Information Form

New Client Information Form
Welcome to Carbon Accountants New Client Information Form.

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We look forward to working with you!

Thank you

Carbon

New Client Information Form
Personal Details:
Which office are you a client of? *
Which of our accountants in Osborne Park did you meet with? *
Which of our accountants in Swan Valley did you meet with? *
Which of our accountants in Barossa did you meet with? *

Please enter your details below *

Details

Full Name

Date of Birth

Place of Birth

Tax File Number

Occupation

Residential Address

Postal Address

Email Address

Business Hours Number

Mobile Number

Do you have a spouse?

Are your address details the same?

Do you have any dependents?

Do you have a preferred method of contact or an assistant?

New Client Information Form
Existing Entities:
Do you have a Trust?

Please enter your Trust information (This also includes trustee company information)

Trust 1

Trust 2

Trust 3

Trust 4

Legal Name

Trustee Name

Trading Name

Tax File Number

Australian Business Number (ABN)

Australian Company Number (ACN)

Business Physical Address

Business Postal Address (if different to above)

Main Business Activity

Do you have a company?

Please enter your Company information

Company 1

Company 2

Company 3

Company 4

Legal Name

Trading Name

Tax File Number

Australian Business Number (ABN)

Australian Company Number (ACN)

Business Physical Address

Business Postal Address (if different to above)

Main Business Activity

Do you have a Self Managed Superannuation Fund?

New Client Information Form
Bookkeeping Details:

Please enter your bookkeeping details below

Name

Phone Number

Email Address

Bookkeeper Details

Please enter the type of bookkeeping software your business uses
Please enter your bookkeeping software password
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:

Please enter your previous accountants details below

Firm Name

Email Address

Phone Number

Previous Accountant

(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.
Other Details:

Other Details

Information

What year was your tax return(s) last lodged?

Which month would you like us to prepare your return?*

Please advise if you have been convicted of a crime or declared bankruptcy in the last 5 years, as this will prevent you from being a member of a self managed superannuation fund and a director of a company.

*(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)
Please upload your most recent Tax Return lodged

Upload a File

Cancel of
Would you prefer we can contact your previous accountant to request this information

Yes
Please upload your most recent Financial Statements

Upload a File

Cancel of
Would you prefer we can contact your previous accountant to request this information

Yes
Additional Comments
___________________________________________________________________

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.
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