Nannup New Client

Nannup New Clientdiradmin2021-06-07T09:33:32+08:00

Please choose level of service required:*
- Junior Partner (from $300 + GST)
- Senior Partner (from $500 + GST)
- Principal Partner (from $750 + GST)
Name*
First Last
Preferred Name (if different to first name)
Date of Birth*
Date Format: DD slash MM slash YYYY
Tax File Number*
Main Occupation during 2021/22 Financial Year
Mobile Phone
Bank Details*
BSB Account Number
Email*
Postal Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Current Relationship Status*
- Single
- Partner
- Separated
Has Status Changed during 2021/22?*
- Yes
- No
Is your partner (if applicable) a client of Tax Choice?
- Yes - we require both partners to complete 1 form each
- No
If NO, please provide their Full Name, Date of Birth & Taxable Income:
Did a Tax Agent prepare your Return last year?*
- Yes
- No
If YES, what was fee charged?
Have you traded CryptoCurrency during the financial year?*
- Yes
- No
If YES, do you believe you made a profit or loss?
- Profit
- Loss
Please tick if any of these apply to you (PAYG only):
- Internet
- Mobile Phone
- Protective Clothing/Uniform
- Laundry (Uniform/Protective Only)
- Sun Protection incl: sunglasses
- Work from Home
- Tools of Trade/Aids
- Union Fees
- Donations Up to $40
- Donations Over $40
- Employee Shares Issued at a Discount
- Bought Shares
- Sold Shares
- Dividends on Shares
- Own an Investment Property
- Bought/Sold Investment Property
Additional Information:
Are you required to use your Motor Vehicle? (Other than to & from work)
- Yes
- No
If YES, approx number of work kilometres travelled during year:
Were you required to Work from Home during the year?*
- Yes
- No
If Yes, please provide number of weeks & approx hours per week
Do you currently have Income Protection Insurance?
- Yes
- No
- Paid through Superannuation
Do you have Dependents?
- Yes
- No
If YES, Full Name of Partner
First Last
Date of Birth of Partner
Date Format: DD slash MM slash YYYY
Children (includes child under 21 or full time student under 25 years)
Full Name Date of Birth Income Earnt
Do you have Private Hospital Cover?
- Yes
- No
If YES, were you and all Dependents (if applicable) members the entire year?
- Yes
- No
Do you currently have any Child Support/Centrelink debts outstanding?*
- Yes
- No
How did you hear about Tax Choice?
- Webpage/Google Search
- Facebook
- Advertising/Signage
- Family/Friend
Name
Notes to Accountant:
Upload Documents
Drop files here or
Signature
Consent*
I acknowledge that I have read & understand the Terms of Engagement as outlined in the Engagement Letter attached.
My device does not support this electronic signature.

BSB	Account Number

Full Name	Date of Birth	Income Earnt