BUSINESS NEW CLIENT INTAKE FORM

NEW BUSINESS CLIENT FORM

for COMPANY | TRUST | PARTNERSHIP | SMSF

Call: 0402 882 075

Email

Website

Fees

Sole Trader Intake Form

New Business Client? Kindly Nominate us as your Tax & GST agent by following the steps via this link. It is an ATO requirement effective from 13/11/2023.

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 per financial year, 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?

BookkeepingPayrollBusiness Activity Statement (BAS)PAYG RegistrationIAS & FBT RegistrationOther
Entity Type
Entity Name*
Business Registration Details

Australian Business Number (ABN)

Australian Company Number (ACN)

Tax File Number (TFN)State

Postcode
Business Contact Details*

Director / Trustee / Partner

Email

Phone No.Mobile No.

Position Held
Business Address*

Street Address

Street Address Line 2

CityState

Postcode
Is the entity Registered for GST?*
From what date?

Full Name / Business Name

Street Address Line 1

State

Telephone Number
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

CityState

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

Cancelof
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. Cancelof
Part 2: Income & Expenses
Have Accounting Software?
Which Accounting Software does your Business Use?
Invite/add us to your Xero, click here to learn how.
Invite/add us to your MYOB AR, click here to learn how.
Invite/add us to your MYOB Essentials, click here to learn how.
Invite/add us to your QuickBooks, click here to learn how.
Profit & Loss Statement:

Browse Files
upload Profit & Loss Statements (Cash & Accruals) for the Year. Cancelof
You can download our templates to record actual Income and Expenses, Dividend Income, Sales of Shares, and Depreciation Schedules, Save and re-upload it into the "browser files" button above.
Balance Sheet:

Browse Files
upload Balance Sheets for the relevant financial year. Cancelof
Business's Bank Statements:

Browse Files
upload Bank Statements for the relevant financial year. Cancelof
BASs Lodged:

Browse Files
upload all Business Activity Statements Lodged as at 30 June FYE Cancelof
GST Reports (Cash & Accruals)

Browse Files
upload Quarterly GST Reports used for BASs Lodged for the financial yr. Cancelof
MOTOR VEHICLES / ASSETS?
Does the Business have any Motor Vehicles/ Cars / Assets in its own Name?
Motor Vehicles / Cars / Assets Finance Contracts & Invoices:

Browse Files
upload all Finance Contracts and or Invoices for the relevant financial year. Cancelof
FRINGE BENEFITS TAX REGISTERED?
Is the Business registered for Fringe Benefits Tax? (FBT).
FBT is separate from income tax. It is a tax paid on certain benefits provided to employees or employees' associates, because of the employee's employment. Employees' associates are typically their family members. Click here for more info.
Part 3: Payroll / Employees
How many employees/directors receiving Salary/Wages?*
EMPLOYEE 1:

Full Name: Title / First, Middle & Last Name

Job Title

Date of BirthGender

Contact Number
Address:

Email Address

Street Address

CityState

Postcode
Emergency Contact:
Holiday Group
Select Earnings Rates:

Ordinary Hours.Overtime & Ordinary Hours
Ordinary Hours Earnings Rates

Email Address

Street Address

HoursRates ($) Per Hour

or Annual Salary Gross Amount
Overtime Hours Earnings Rates

Email Address

Street Address

HoursRates ($) Per Hour

or Annual Salary Gross Amount
Pay Frequency
Superannuation:

Fund Name

Membership Number

Fund NameMembership Number

Postcode
Tax File Number

Membership Number

Fund NameMembership Number

Postcode
or TFN Exemption:
Employment Basis
Residency Status:
Please Select:

Tax Free Threshold ClaimedOther Tax Offset ClaimedStudy & Training Support LoansUpward Variation RequestedEligible to Receive Leave LoadingSenior & Pensioners Tax Offsets.Has Approved Withholding Variation
Bank Account for Payment:
EMPLOYEE 2:

Full Name: Title / First, Middle & Last Name

Job Title

Date of BirthGender

Contact Number
Address:

Email Address

Street Address

CityState

Postcode
Emergency Contact:
Holiday Group
Select Earnings Rates 2:

Ordinary Hours.Overtime & Ordinary Hours
Ordinary Hours Earnings Rates:

Email Address

Street Address

HoursRates ($) Per Hour

or Annual Salary Gross Amount
Overtime Hours Earnings Rates

Email Address

Street Address

HoursRates ($) Per Hour

or Annual Salary Gross Amount
Pay Frequency
Superannuation:

Fund Name

Membership Number

Fund NameMembership Number

Postcode
Tax File Number

Membership Number

Fund NameMembership Number

Postcode
or TFN Exemption:
Employment Basis
Residency Status:
Please Select:

Tax Free Threshold ClaimedOther Tax Offset ClaimedStudy & Training Support LoansUpward Variation RequestedEligible to Receive Leave LoadingSenior & Pensioners Tax Offsets.Has Approved Withholding Variation
Bank Account for Payment:
Part 4: 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: Payroll / Employees

Part 4: Declaration