Tax Client form

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.

Personal Details

Full Legal Name *

Date of Birth *

Tax File Number (TFN) *

Email Address *

Phone Number *

Number of Dependants / Children

Residential Address *

Bank Account Details

Account Name *

BSB *

Account Number *

Company Details
(If any)

Company Name

Company ABN

Company TFN

Trust Details
(If any)

Trust Name

Trust ABN

Trust TFN

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.

I confirm that I have read and agree to the above.

Client Confirmation

Full Name *

Date *