Individuals Client Onboarding Form

Name for Individual

Given NamesLast Name

Date of Birth

DD-MM-YYYY

Occupation or Industry

Tax File Number

Personal Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email

example@example.com

Phone Number

Please enter valid phone number

Do you have dependent children?

Yes (please provide names & date of birth)No

Children's names & dates of birth

Please tick applicable items for individuals only:

Personal Account Name:

Personal BSB:

Personal Account Number:

Do you own a business?

YesNO

Business name

Business ABN:

Authority to proceed
I/We hereby authorise Christalla Drougas (Registered Tax Agent under licence Colin Purdy RAN 24830754) and its representatives as follows:

To communicate with any financial institution in relation to any query, investments held, interest earned, dividends received, and distributions received etc.

To communicate with any government department (including the holding and quoting of my Centre link Customer Reference Number) in relation to any query, benefits received etc.

To communicate with the Australian Taxation Office (including the holding and quoting of my Tax File Number or Australian Business Number) in relation to any query, assessment, audit matter etc.

To communicate with staff engaged and share relevant information to enable us to complete the required work. Our Privacy Policy can be viewed on our website.

I/We also authorise Christalla Drougas (Registered Tax Agent under licence Colin Purdy RAN 24830754):
To file Business Income Tax Returns
To file Individual Income Tax returns
To file ABN, TFN & GST applications
To add my details to the practice tax agent portal
To file IAS & BAS Returns
To prepare Income Tax PAYG Variation
Prepare and file Spouses Income Tax Returns

I will be provided with an account upfront and agree to pay this account before lodgment

I / We agree to the above terms and conditions

Name

First NameLast Name

Signature

Date

Individuals Onboarding Form

Banking Details:

In relation to your company or business : We will require you to select 'Get Started' and complete another authorization for each entity you wish us to represent