BUSINESS NEW CLIENT INTAKE FORM

NEW BUSINESS CLIENT FORM

for COMPANY | TRUST | PARTNERSHIP | SMSF
Call: 0402 882 075

info@taxaccountinghouse.com.au

https://www.taxaccountinghouse.com.au/fees

The following guide helps you complete this form correctly & efficiently. Please Do not rush/submit insufficient information, WE CHARGE $99ph for FOLLOW UP / CHASING INFORMATION. You can ‘SAVE and ‘RESUME’ the form anytime.

- complete this form for each entity, if you need us to act for multiple entities.

- answer all applicable questions by selecting "Yes" or "No" in the dropbox, provide details & upload supporting documents.

- This letter is to be submitted in conjunction with our Engagement Letter.
Part 1: Business Details
Do you require tax lodgement services? *
Do you require other accounting services?

Bookkeeping Payroll Business Activity Statement (BAS) PAYG Registration IAS Registration
Entity Structure
Entity Name *
Business Contact Details *

Director / Trustee / Partner

Email

Phone No. Mobile No.

Position Held
Business Address *

Street Address

Street Address Line 2

City State

Postcode
TFN of Business:
Tax File Number
ABN of Business:
Australian Business Number
ACN of Business:
Australian Company Number
Is the entity Registered for GST?
From what date?

Full Name / Business Name

Street Address Line 1
Do you agree for us to act as the company's ASIC Registered Agent? *
Business Bank Account for TAX REFUND *
Previous Accountant's Details, if had one.

Full Name / Business Name

Street Address Line 1

City State

Telephone Number
Tax Return for Financial Year Ended 30 June *
State the Financial Year End you require the accounts and tax return to be prepared.
Would you authorise us to update your business address and contact details with the ATO? *
Upload a Current Company Information / Trust Deed / Partnership Agreement

Browse Files

Cancel of
Upload a Photo IDs for each of the business' director / owner/ shareholder. *

Browse Files
upload a copy of your Passport or Drivers License for verification purposes. Cancel of
Part 2: Income & Expenses
Upload Profit & Loss Statement.

Browse Files
upload Profit & Loss Statement for the relevant financial year. Cancel of
You can download our Profit & Loss Statement template to record actual income and expenses, Dividend Income, Sale of Shares, Depreciation Schedules, and re-upload it into the "browser files" button above.
Upload Balance Sheet.

Browse Files
upload Balance Sheet for the relevant financial year. Cancel of
Upload Business's Bank Statements.

Browse Files
upload Bank Statement for the relevant financial year. Cancel of
Other information
Business Turnover (income $).
No. of Employees
Name of your Accounting Software.
If you use Xero, please INVITE us an ADVISOR. Learn how via https://central.xero.com/s/article/Add-a-new-user-to-your-organisation
Part 3: Declaration
You hereby appoint Tax & Accounting House ('TAH') (Tax Agent Reg. No 2580 2656) to act as your bookkeeper, accountant &/or tax agent. We will add you to our tax agent portal and liaise with the ATO on your behalf regarding the specific service, as required.

You declare that all the information you have provided to us is correct and complete to the best of your knowledge.

Internet Transfer: You understand that once you transfer your accounting fees into our bank account, the specific service requested will be prepared and or lodged with the ATO and any refund due will be deposited directly into your nominated bank account by the ATO.

Business Clients: You are required to submit this form in conjunction with our Engagement Letter. Please read our Engagement Letter, complete, sign and submit the last page of the Engagement Letter via this link.
Owner / Director / Manager 1 Signature *
*
Owner / Director / Manager 2 Signature
Should be Empty:

NEW BUSINESS CLIENT FORM

Part 1: Business Details

Part 2: Income & Expenses

Part 3: Declaration