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03 8759 5532
Client Area
New Client Onboarding Form
Online Tax return
Xero Login
QuickBooks Login
Hubdoc Login
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New Client Onboarding Form
Step
1
of
4
25%
Full Name
*
First
Middle
Last
Date of Birth
*
DD slash MM slash YYYY
Gender
*
Gender
Male
Female
Prefer Not to Answer
Phone Number
*
Email
*
Your Residential Address
*
Address 1
Address 2
City
Postcode
Is this your postal address?
*
Yes
No
Your Postal Address
*
Address 1
Address 2
City
Postcode
Are you an existing client of S & H Tax Accountants?
*
Select
Yes
NO
What is your TFN?
*
Upload photo ID
*
Accepted file types: jpg, gif, png, pdf, Max. file size: 15 MB.
1 Photo ID (e.g. driver's licence or passport)
What is your structure?
*
Individual
Sole Trader
Company (Pty Ltd)
Partnership
Trust
Self Managed Super Fund
Entity Details
Entity Name
*
Full legal name of your company, partnership, trust or self managed super fund.
What is your ABN?
*
What is your company ACN?
*
What is entity TFN?
*
Is a business registered for gst
*
Yes
NO
GST Cash or accrual basis?
*
Cash
Accrual
GST registration Cycle
*
Quarterly
Monthly
Annually
Registered Address
*
Your entity's registered address
Address 1
Address 2
City
Postcode
Your personal details
Marital Status
*
Select
Married
Unmarried
De facto
Spouse Details
Full Name
*
First
Middle
Last
Add Spouse details
Spouse's date of birth
DD slash MM slash YYYY
Your Spouse's income (if any)
*
Bank details for Refund
BSB Number
*
Account Number
*
Account Name
*
Select the Bank (Tick one)
*
ANZ
Commonwealth Bank
National Australia Bank
Westpac
What is your occupation?
*
Do you have HECS/HELP debt? (Higher Education Loan)
*
Yes
No
Number of dependent children (If applicable)
Confirmation
How did you hear about us?
Google
Online
Word of Mouth
I Confirm
*
that the information given in this form is true, complete and accurate. I have the evidence to support the claims made. I have read the privacy policy and terms & conditions available at www.sahtax.com.au. I authorise S & H Tax Accountants to act on my behalf with ATO and ASIC and complete the credit check. I understand that some of the information may be sent by the ATO to us and some electronically to MyGOV.
Please sign below
*
Signature should match with Signature on ID uploaded.
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