Client Information Form

Client Information Form
Welcome to Optimised Accounting! Thank you for choosing us as your accountants.

In order for us to get you up to speed with your finances, we need some information from you to confirm your identity and for our records. This online platform makes it easy for you to send us information quickly, efficiently, and on your own schedule. It's important to submit all of your information here rather than sending emails.
Personal details
Full Name*

PrefixFirst NameMiddle NameLast Name
Preferred Name
(Optional. If different from your first name)
Date of Birth*

DayMonthYear
Date of birth
Place of Birth*
Email*
example@example.com
Mobile Number*
Residential Address*

Street Address

Street Address Line 2

SuburbState

Post Code
Mailing Address (if different from residential address)

Street Address

Street Address Line 2

SuburbState

Post Code
Tax File Number*
9 Numbers long
Director ID
Your unique identifier given to a director/proposed director by the ABRS (Please fill this out if you are/going to be a director)
Please upload a copy of your photo ID*

Drivers License/Passport - (Purged from our database after sighting)
Cancelof
Bank Account Details
Account Name*
Account Name
BSB*
BSB
Account Number*
Account Number

Family Details
Do you have a Spouse?*

YesNo
Spouse's Name

PrefixFirst NameMiddle NameLast Name
Spouse's Date of Birth

DayMonthYear
Date of birth
Do you have Children?*

YesNo
Your Children(s) Details*
How did you hear about us?*
Who referred you to us?
How did you hear about us?
Authorisation
I confirm that these details are true and correct, and I am authorised to make this declaration.
I authorise Optimised Accounting to act on my behalf with the Australian Taxation Office (ATO) in accordance with the General Terms of Engagement below.
Read the General Terms of Engagement
You'll be receiving email correspondence from assist@optimisedaccounting.com.au, assist@optacc.com.au, and our team members.
Please make sure you have added both to your contacts in your email platform.
You will also be added to our newsletter with tips and updates for growing your business. Should you prefer to not receive them, you can change your preferences at the footer of those emails.
I confirm that I have added the above emails to my contacts and consent to these communications
Should be Empty: