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*
New Proof of ID Requirements (please choose one)*
- Drivers Licence Number
- Passport Number
- Medicare Card Number
Enter Number Below:*
Main Occupation during 2022/23 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
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?
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 Age as of June 30 2023
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	Age as of June 30 2023