If you are a new Business Client please complete this form to submit your details. Where a signature is required on an electronically submitted form, you may have to provide a signature at our offices. If you prefer, this form can be downloaded for printing and manual submission 2024 New Client Form BusinessDownload Business Contact InformationLegal Business EntityRegistered Business Name(s)Main Business ActivityTax File Number – Please call our office to supply tax file numberABN (if applicable)ACN (if applicable)Street AddressPostal AddressContact NumberAlternative NumberEmail Electronic Banking Details (for refunds)Account NameBSBAccount NumberAdditional Entities Information (if applicable)Click + button to add more entitiesEntity NameABN(if applicable)ACN(if applicable) Add RemovePlease call our office to supply tax file numberATO RegistrationsDoes your business employ staff? Yes No If so, how many?Is your business registered for GST? Yes No Is your business registered for fuel tax credits? Yes No Is your business set up for Single Touch Payroll? Yes No Bookkeeping MethodBookkeeping methods MYOB Cashbook Xero Excel Quickbooks Other Which of the following services can we assist you with?x Business Activity Statement x Prepare & Lodge Annual FBT Returns x Annual Financial Statements x Bookkeeping Services x Prepare & Lodge Tax Returns x Single Touch Payroll x Corporate Secretarial Services (ASIC) x Prepare & Lodge Annual Superannuation Fund Returns x Other Previous Tax Return InformationWas last year's return prepared by a registered tax agent? Yes No Name of AgentAddressDetails of Work DoneOn behalf of the businessSignatureDate DD slash MM slash YYYY NameClient PortalOur Client Portal is an easy to use, secure way for you to upload and download documents, data files and reports at your own convenience. The Client Portal allows you to access relevant files at any time. You can review and sign your tax return online via an authenticated digital signing function. Please remember to notify us once you have completed uploading any relevant documents for work to be completed.Client Contact Information (Individual 1)Full NameHave you changed your name since your last tax return? Yes No Previous NameDate of Birth DD slash MM slash YYYY Please call our office to supply tax file numberABN ( if applicable)Street AddressHave you changed your address since your last tax return? Yes No Postal AddressContact NumberAlternative NumberEmail Relationship Status Single Married* De Facto* Widowed Have you changed your relationship status since your last tax return? Yes * No Have you any dependants living with you? Yes ** No * If Spouse/Defacto is not completing client contact information on this form please complete Spouse/Defacto Information below **Please complete Dependants Details belowSpouse/Defacto Information- if applicable Spouse Full NameDate of Birth DD slash MM slash YYYY Please call our office to supply tax file numberApproximate IncomeDependants Details – if applicable (click + to add more)Is the dependant a child under 24 years old and a full time student at a school, college or university? Yes* No Is the dependant a parent or parent in law? Yes* No *Please complete Dependant Details BelowClick + button to add more dependantsDependant's Full NameDate of Birth Add RemoveElectronic Banking Details (for refunds)Account NameBSBAccount NumberSignatureI declare that the above information is correct and I understand the terms of engagement with Desborough Accountants.SignatureDate DD slash MM slash YYYY Signing OptionsPlease indicate if you would prefer to Collect your finished tax return from our office to sign Have your tax return posted to you for signing Sign your documents digitally via our Client Portal** If you are signing digitally, how would you like your original documents returned to you? Pick up Post Return optionsClient PortalEnter an email address to use for your client portal login. This email must be a unique email address that is not used by other people. By signing this document, you are acknowledging that:The email address you have provided is yours alone and that no one else has access to it. You consent to Desborough Accountants setting up a client portal login with the provided email address and uploading your tax returns and other documents for your private access. You and you alone, will be responsible for using the digital signature function to sign any documents that are uploaded with a signature requestSignatureDate DD slash MM slash YYYY Client Contact Information (Individual 2)Full NameHave you changed your name since your last tax return? Yes No Previous NameDate of Birth DD slash MM slash YYYY Please call our office to supply tax file numberABN ( if applicable)Street AddressHave you changed your address since your last tax return? Yes No Postal AddressContact NumberAlternative NumberEmail Relationship Status Single Married* De Facto* Widowed Have you changed your relationship status since your last tax return? Yes * No Have you any dependants living with you? Yes ** No * If Spouse/Defacto is not completing client contact information on this form please complete Spouse/Defacto Information below **Please complete Dependants Details belowSpouse/Defacto Information- if applicable Spouse Full NameDate of Birth DD slash MM slash YYYY Please call our office to supply tax file numberApproximate IncomeDependants Details – if applicable (click + to add more)Is the dependant a child under 24 years old and a full time student at a school, college or university? Yes* No Is the dependant a parent or parent in law? Yes* No *Please complete Dependant Details BelowClick + button to add more dependantsDependant's Full NameDate of Birth Add RemoveElectronic Banking Details (for refunds)Account NameBSBAccount NumberSignatureI declare that the above information is correct and I understand the terms of engagement with Desborough Accountants.SignatureDate DD slash MM slash YYYY Signing OptionsPlease indicate if you would prefer to Collect your finished tax return from our office to sign Have your tax return posted to you for signing Sign your documents digitally via our Client Portal** If you are signing digitally, how would you like your original documents returned to you? Pick up Post Return optionsClient PortalEnter an email address to use for your client portal login. This email must be a unique email address that is not used by other people. By signing this document, you are acknowledging that:The email address you have provided is yours alone and that no one else has access to it. You consent to Desborough Accountants setting up a client portal login with the provided email address and uploading your tax returns and other documents for your private access. You and you alone, will be responsible for using the digital signature function to sign any documents that are uploaded with a signature requestSignatureDate DD slash MM slash YYYY Liability Limited by a scheme approved under Professional Standards Legislation.Updated 25/07/24CommentsThis field is for validation purposes and should be left unchanged.