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Division 293
New Client
New Client
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2023-02-03T16:24:15+08:00
New Client
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 2023/24 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
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Relationship Status
*
Single
Partner
Separated
Has Status Changed during 2023/24?
*
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?
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 2024
Do you have Private Hospital Cover?
*
Yes - full year
Yes - part year
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.
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