Accountants360

New Company

Request




NEW CLIENT INFORMATION SHEET

ALL QUESTIONS MUS BE ANSWERED




Do you require us to complete/lodge BAS/IAS
Fee Structure


Under new Substantiation rules introduced by the Australian Tax Office, Accountants 360 are required to gather the above information to assist in the correct compilation of your Personal Income Tax Returns). Please note that this document is retained by Accountants 360 and is NOT sent to the Tax Office I declare that, to the best of my knowledge and belief, this information is true and correct,

CLIENTS DETAILS:

ALL QUESTIONS MUS BE ANSWERED



PLEASE HAVE PHOTO ID READY FOR VERIFICATION


2. HOUSEHOLD INFORMATION

Did your Partner/Wife/Husband work in in this Financial Year


Do you have Private Health Cover
Did you work as a contractor

3. ADDITIONAL INFORMATION: ALL QUESTIONS MUST BE ANSWERED

Do you have a Centrelink Debt
Do you have a Child Support Debt in Australia or New Zealand
Do you have an Tax Office Debt
Do vou have a Student or education loan (HELP or SFSS Debt)

How/Where did you hear about us

Under new Substantiation rules introduced by the Australian Tax Office, Accountants 360 are required to gather the above information to assist in the correct compilation of your Personal Income Tax Return(s).

Please note that this document is retained by Accountants 360 and is NOT sent to the Tax Office declare that, to the best of my knowledge and belief, this information is true and correct,