Client Profile Form

New Client

Profile Form for Firm Engagement
Thank you for choosing P&L Accountants. We look forward to working with you to meet all your goals and exceed your expectations.
Your Name*

PrefixFirst NameLast Name
Residential Address*

Street Address

Street Address Line 2

CityState

Post Code
Is your Postal Address Different to your residential address?

YesNo
Postal Address

Street Address

Street Address Line 2

CityState

Post Code
Mobile Number*
Alternative Contact Number

Area CodePhone Number
E-mail*
How did you hear about us?*
Click Next to tell us about what types of Tax Returns and Services you will be requiring.

Individuals (inc Sole Traders)

YesNo
Businesses

YesNo
SMSF

YesNo

Detailed information about You
Date of Birth*

DayMonthYear
Tax File Number (TFN)*
Occupation
Are you in business as a Sole Trader?
Australian Business Number (ABN)
Marital Status
Spouse Full Name

First NameLast Name
Spouse Date of Birth

DayMonthYear
Are we preparing tax returns for your spouse?
Spouse Tax File Number (TFN)*
Mobile Number*
E-mail*
Number of Children under the age of 18?

Details regarding your Businesses
What Type of Structure is your Business
Please tell us what you know about your business and we can investigate further

Details of your Partnership
Full Legal Name of Partnership
Partnership ABN
Partnership TFN
Business Trading Name
Is the Business Address the same as your main contact details?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal
Is the Postal Address the same as your main contact details?
Postal Address

Street Address

Street Address Line 2

CityState / Province

Postal
Name of Partners

Details about your SMSF
Full Name of SMSF
ABN of SMSF
TFN of SMSF
Is the Registered Address the same as your main contact details?
Registered Address

Street Address

Street Address Line 2

CityState

Postal
Is the PostalAddress the same as your main contact details?
Postal Address

Street Address

Street Address Line 2

CityState

Postal
Type of Trustee

Individual TrusteesCorporate Trustees
Individual Trustee/Member 1

First NameLast Name
Individual Trustee/Member 2

First NameLast Name
Individual Trustee/Member 3

First NameLast Name
Individual Trustee/Member 4

First NameLast Name
Corporate Trustee Name
ACN of Corporate Trustee
Director/Member 1

First NameLast Name
Director/Member 2

First NameLast Name
Director/Member 3

First NameLast Name
Director/Member 4

First NameLast Name

Are there any other Business Structures to Add?
Please complete an additional Client Business form located in your original email. For assistance, please contact accounts@pandla.com.au
Who was your previous Accountant?
Any Other Comments?
Privacy Policy*
Once submitted and within 2 business days you will receive an email with your terms of engagement.

Please email the office at: accounts@pandla.com.au if you have not received it in that time frame.
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