New Client Onboarding Form

Full Name*
First Middle Last
Date of Birth*
Date Format: DD slash MM slash YYYY
*
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?*
What is your TFN?*
Could you attach a copy of ID*
Drop files here or

Accepted file types: pdf, jpg, png.
E.g. Copy of drivers licence, Passport, Medicare card. Letter from Bank, copy of Utility bill etc. We need photo ID 1 or 2 Non photo IDs
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 entity TFN?*
Registered Address*
Your entity's registered address

Address 1 Address 2 City Postcode
Your personal details
Marital Status*
Spouse Details
Full Name*
First Middle Last
Add Spouse details
Spouse's date of birth
Date Format: MM slash DD 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)*
Number of dependent children (If applicable)

Confirmation
How did you hear about us?
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
Please sign below*
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Entity Details