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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
*
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
What is your TFN?
*
What is your company structure?
*
Sole Trader
Private Limited Company
Partnership
Trust
Self Managed Super Fund
Individual
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
*
Select
Married
unmarried
Spouse Details
Full Name
*
First
Middle
Last
Add Spouse details
Spouse's date of birth
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
Confirmation
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.
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