New Client Individual

We would appreciate you taking the time to complete the following details. If you have any questions in relation to the form, please do not hesitate to ask for assistance.

NOTE: If you have extra documents to upload or are having trouble uploading, please email directly to: debbie@stellaraccounts.com.au

First Name(s)(Required)

Last Name(Required)

Title(Required)

Occupation(Required)

Tax File Number(Required)

ABN(Required)

Mobile Number(Required)

Home Phone Number(Required)

Email Address(Required)

Date of Birth(Required)

Ages of Dependent Children

Do you have private hospital insurance?

Spouse/Partner Full Name, Date of Birth and Taxable Income

Bank Account Name(Required)

BSB(Required)

Account Number(Required)

Please include details of ABN income

Please include details of govt payments/pensions

Please include details of overseas income

Please include details of child support

Please include details of major assets sales

Please include details of investment income

File Uploads

Drop files here or

Max. file size: 10 MB, Max. files: 5.

Thank you for taking the time to complete this form. Your signature allows us to access your personal information on the Tax Agent Portal for tax return preparation purposes.

Please note that payment of my fee is confirmation that you will provide all documentation as requested and are aware that no refunds will be made available once work has commenced. Further, you agree that an additional charge of $75 may apply if your documents are not provided on repeated request.

Client's Signature(s)(Required)

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New Client Individual

New Client Details – Individual

Contact Us

For all of your taxation & bookkeeping needs.

0428 887 104

admin@stellaraccounts.com.au

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