New Client Individual

New Client Details – 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:

Residential Address(Required)

For identification purposes, please upload photos of your Notice of Assessment and Drivers Licence:

Max. file size: 32 MB.
Max. file size: 32 MB.

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.