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Individual Tax Client

    Individual Tax Client

    New Client Onboarding Form


    Thank you for choosing us to assist with your tax return.
    Please complete the following information so we can prepare
    your tax return accurately and identify any relevant deductions
    or tax matters.

    1
    Personal Details








    2
    Bank Account Details

    Please provide the bank account details to be used for your tax return.




    3
    Work-Related Deductions


    Select all options that apply.

    4
    Declaration


    I confirm that the information provided in this form is true and
    complete to the best of my knowledge.


    I understand that I am responsible for providing accurate information
    and all relevant documents required for the preparation of my tax return.


    By sending the above details, you authorise
    Gursharandeep Singh MANGAT (25802383)
    (Dgn Tax and Advisory Pty Ltd)
    as your tax agent.




    Please review your information before submitting the form.