Tax Client Form

Tax Client – New Client Onboarding Form

Thank you for choosing us to assist with your tax return.

Please complete the following information so we can prepare

your tax return accurately and identify any relevant deductions

or tax matters.

Full Legal Name *

Date of Birth *

Tax File Number (TFN) *

Email Address *

Phone Number *

Number of Dependants / Children

Residential Address *

Account Name *

BSB *

Account Number *

(If any)

Company Name

Company ABN

Company TFN

(If any)

Trust Name

Trust ABN

Trust TFN

I confirm that the information provided in this form is true

and complete to the best of my knowledge. I understand that I

am responsible for providing accurate information and all relevant

documents required for the preparation of my tax return.

By sending the above details you authorise

Gursharandeep Singh MANGAT (25802383)

(Dgn Tax and Advisory Pty Ltd)

as your tax agent.

I confirm that I have read and agree to the above.

Full Name *

Date *