BUSINESS NEW CLIENT INTAKE FORM Logo
  • 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


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  • Part 2: Income & Expenses

  • 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.

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  • 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.

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  • 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

  • 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. 

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