New Client Onboarding

Taxpayer Information

First Name *

Last Name *

Email *

Phone *

Type of Income *

Salary / Wages Rental Crypto Investments (Shares)

Address

Street Address *

City / Suburb *

State *

Country *

Postal Code *

Tax & Banking

Date of Birth *

Tax File Number (TFN) *

Occupation *

Bank Account Name *

BSB *

Account Number *

Health & Family

Private Health Insurance *

Yes No

Residency Status *

Spouse *

Yes No

Number of Dependant Children

Identification

Proof of Identity * Accepted formats: PDF, JPG, PNG. Max 10MB. A driver licence or passport copy is sufficient.

Entity Information

Entity Type *

Company Name *

ACN (if applicable)

ABN *

TFN *

Financial Year End *

Registered Address *

Principal Business Address (if different)

Contact Person

Name *

Position / Role *

Email *

Phone *

Ownership & Control

Directors, Trustees, Partners, or Beneficiaries (as applicable) — one per line *

Accounting & Banking

Previous Accountant? *

Yes No

Previous Accountant Name

Bookkeeping Software *

Bank Account Name *

BSB *

Account Number *

Documents

Entity Document * Please upload the relevant entity document — ASIC extract for a company, Trust Deed for a trust, partnership agreement, etc. Accepted formats: PDF, JPG, PNG. Max 10MB.

Acknowledgment & Signature

I confirm the information provided is true and correct to the best of my knowledge. I agree to TaxPoint Advisory's terms of engagement and privacy policy. I give TaxPoint Advisory permission to access my tax records with the Australian Taxation Office on my behalf.

Signature *

Sign using your mouse, trackpad, or finger.

Taxpayer Information

Address

Tax & Banking

Health & Family

Identification

Entity Information

Contact Person

Ownership & Control

Accounting & Banking

Documents

Acknowledgment & Signature

Thank you