If you are a new client, please complete this form to submit your details. Alternatively you can download and print the form and complete it manually. Where a signature is required on an electronically submitted form, you may have to provide a signature at our offices. 2024 New Client Form IndividualDownload Client Contact InformationFull NamePlease include all given names including all middle namesHave you changed your name since your last tax return? Yes No Previous NameDate of Birth DD slash MM slash YYYY Please call office to supply tax file numberABN ( if applicable)Street Address Street Address Have you changed your address since your last tax return? Yes No Postal Address Street Address Contact NumberAlternative NumberEmail Relationship Status Single Married DeFacto Widowed Have you changed your relationship status since your last tax return? Yes No Do you have any dependents living with you? Yes No Are you a sole trader? Yes * No *Please complete Spouse/Defacto Information below **Please complete Dependants Details belowElectronic Banking Details (for refunds)Account NameBSBAccount NumberSpouse/Defacto Information if applicableFull NameDate of Birth DD slash MM slash YYYY Please call office to supply tax file numberApprox. IncomeDependants’ Details – if applicableIs 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’s details below(Click the + symbol on the right to add more dependants)Dependent's Full NameDependant's Full NameDate of Birth Add RemoveOccupation DetailsWhat is your occupation?Have you had a change in occupation or started a new job during the income year? If yes, please give details below. Yes No DetailsAsset DetailsDid you buy or sell any assets during the income year? If yes, please provide details below. (Click the + symbol on the right to add more assets)x Yes No ListDetails of assetBoughtSold Add RemovePrevious Tax Return InformationWas last year's return prepared by a registered tax agent? Yes No Name of AgentAddressDetails of work doneEngagement You are engaging Desborough Accountants to assist with the preparation and lodgment of your taxation return. It is important for you to understand that; You are responsible for the accuracy and completeness of the particulars and information provided to us by you. Any advice we provide is only an opinion based on our knowledge of your particular circumstances. You have obligations under the self-assessment regime to keep full and proper records in order to facilitate the preparation of accurate returns. We cannot provide taxation services if we find that information on which those services are to be based contain false or misleading information, or omit material information, and you are not prepared to appropriately amend that information. We can specifically advise as to the requirements of the substantiation provisions relating to your income tax return and of the necessity to obtain acceptable receipts as specifically required by the legislation. Please ask us if you are unsure of your responsibilities. Please note that we will not be checking that the requirements of the substantiation provisions have been satisfied, this is your responsibility. When preparing your return, we may identify one or more issues that are not clear under the tax laws. Where we have pointed out such issues to you, you have a right to request a Private Binding Ruling from the ATO. Upon providing the ATO with all the relevant facts, they will provide you with a ruling setting out their view on the proper tax treatment of the issue requested to be ruled upon. Our fee terms are seven days, and our policy is to lodge your tax returns once your account is settled. The fee for this service does not cover any inquiries made to us or investigations involving us conducted by the ATO. Substantial penalties apply for an incorrectly prepared income tax return. If you have any queries in respect to this, please contact our office for assistance. SignatureI declare that the above information is correct and and that I understand the terms of the engagement with Desborough Accountants. Date: DD slash MM slash YYYY SignatureSigning OptionsPlease indicate if you would prefer to:Signing Collect your finished tax return from our office to sign Have your tax return posted to you for signing Sign your documents digitally via Client Portal If you are signing digitally, how would you like your original documents returned to you?Signing Pick Up Post Client 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. The below email address will be used for your client portal login, this email must be a unique email address that is not used by other people.Email Date DD slash MM slash YYYY 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 requestSignature2024 Income Tax Checklist Please tick all items that are relevant to you during the period 1 July 2023 to 30 June 2024. Income Income earned from employment Bank interest earned from an Australian bank account Receipt of any Government pensions (e.g. age pension, jobseeker, disability) Ownership of private or public shares, including any purchases or sales during the year Investment in managed investments/funds An interest in or investment in any partnerships or other trusts Holdings (including any purchases, trades or sales) of cryptocurrency Ownership of any foreign assets Foreign income earned (e.g. investment properties, pensions, bank interest, business income) Income earned from running a business Investment property ownership Income earned from renting part or all of your home (including on a short-term basis) Participation in ride share activities (e.g. Uber) Other income Please provide details of other incomeExpenses/Deductions Personal superannuation contributions – Do you have confirmation from your super fund? Tax deductible donations Work related motor vehicle use Worked from home Work related mobile phone use Uniform costs (with a registered logo) and/or protective clothing (e.g. steel cap boots, aprons, hats) Union fees Professional memberships or subscriptions Work related education costs or seminars Work related tools/equipment Any other work-related expenses Tax agent fees (excluding Desborough Accountant fees) Income protection insurance (does not include insurance within your superannuation fund) Lived in a remote area of Australia Moved overseas to live or returned from overseas to live in Australia. Other expenses/deductions Expenses/Deductions Yes No Please provide details of other expenses/deductionsOther Information – please answer the following questionsWere there any changes to your relationships with dependents during the year (e.g. a new spouse, separation, new children born, adult children left home)? Yes No Were all your dependents (spouse and children) covered by private hospital cover for the full financial year? Yes No Please see our What To Provide Document document for details on what other information we will require from you.Liability Limited by a scheme approved under Professional Standards Legislation.Updated 25/07/24CommentsThis field is for validation purposes and should be left unchanged.
