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 *

Prefix First Name Last Name

Residential Address *

Street Address
Street Address Line 2
City	State
Post Code	Country

Is your Postal Address Different to your residential address?

Yes No

Postal Address

Street Address
Street Address Line 2
City	State
Post Code	Country

Mobile Number *
Alternative Contact Number

Area Code Phone 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)

Yes No
Businesses

Yes No
SMSF

Yes No

Detailed information about You
Date of Birth *

Day Month Year Date Picker Icon
Tax File Number (TFN) *
Occupation
Are you in business as a Sole Trader?
Australian Business Number (ABN)
Marital Status
Spouse Full Name

First Name Last Name
Spouse Date of Birth

Day Month Year Date Picker Icon
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
City	State / Province
Postal	Country

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

Postal Address

Street Address
Street Address Line 2
City	State / Province
Postal	Country

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?

Is the PostalAddress the same as your main contact details?

Type of Trustee

Individual Trustees Corporate Trustees
Individual Trustee/Member 1

First Name Last Name
Individual Trustee/Member 2

First Name Last Name
Individual Trustee/Member 3

First Name Last Name
Individual Trustee/Member 4

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

First Name Last Name
Director/Member 2

First Name Last Name
Director/Member 3

First Name Last Name
Director/Member 4

First Name Last 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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