Business Tax Returns - Accounting Excellence Pty Ltd

Entity Details

Entity Name

Tax File Number

ABN

Mobile

Email

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Is the postal address the same as the business address?

Yes
No

Postal Address

Are you trading through a company?

Yes
No

Director/s name

Please upload the latest ASIC annual company statement

Max. file size: 64 MB.

Are you trading through a trust structure?

Yes
No

Trustee/s name

If a corporate trustee, please advise Director/s name and corporate trustee ABN and ACN

Beneficiary names

Please upload a copy of your trust deed

Max. file size: 64 MB.

Are you trading through a partnership structure?

Yes
No

Partners name, DOB, TFN and % of ownership

Income & Expense Details

Required Documentation - Please attach the following information:
Access to Accounting Software – Please invite marion@accountingexcellence.com.au

Consent

Have sent invitation

Bank Statement for Financial Year 1 July - 30 June

Max. file size: 64 MB.

Excel Spreadsheet summarising income and expenses for Financial Year 1 July - 30 June

Max. file size: 64 MB.

Summary of Payroll Information (if required)

Payroll Information (if required)

Max. file size: 64 MB.

Other Information - Please provide additional relevant information if applicable

Client Acceptance of Engagement & Authorisation

Upload Driver Licence or other form of photo ID ***

Max. file size: 64 MB.

** The Tax Practitioners Board (TPB) and ATO have announced new guidelines to strengthen and modernise the practices and controls that registered tax practitioners must adhere to when verifying the identity of new clients. The guidelines have been brought into legislation to minimise the risk of a practice being the target of fraudulent activities against themselves, their business, clients, taxpayers and/or the government.

Do you require urgent processing?

(refer additional fees)

Yes
No

Client Engagement Letter | Terms and Conditions

Consent

I have read and agree to the Client Engagement Letter and Terms and Conditions

Thank you for taking the time to complete this form. By ticking the above, this allows us to access your information on the ATO Tax Agent Portal for tax/BAS return preparation purposes.

Phone

This field is for validation purposes and should be left unchanged.