Individual | Excel Tax

Individual Client Information Form

This form is intended for individual clients only. Please note that companies, trusts and partnerships should not use this document.

Which member of the Excel Accounting team have you been dealing with?

Personal Information

Title

First Name

Last Name

Date of Birth

Day

Month

Year

Address

Current Residential Address

Country/Region

Address

Address - line 2

City

Zip / Postal code

Contact Details

Email Address

Phone Number

Engagement Confirmation

Step 1: Enter your TFN & ABN Number (If applicable)

Tax File Number (TFN)

Australian Business Number (ABN)

Step 2: Upload Photo Identity Document (for Personal Verification Purposes)

Attachments

I will upload this documents now

I will send the required documents via email or post

Step 3: Bank Account Details for (Individual) Tax Refund

Account Name

BSB No.

Account Number

Step 4: Confirmation of Engagement

I authorize Excel Tax & Accounting Solutions to collect my personal information and access my records via the Australian Taxation Office (ATO) agent portal. This includes gathering all necessary data to prepare my tax returns and manage my taxation affairs for the duration of my professional relationship with the firm.

eSignature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Date and time

Day

Month

Year

Time

HoursMinutes