Client Onboarding

First Name*

Last Name*

Email Address*

Phone Number

Date of Birth*

Tax File Number (TFN)*

Your TFN is a unique 9-digit number issued by the ATO

Australian Business Number (ABN)

Business Name

Identification Documents*

Click to upload files

Please upload a copy of your driver's license, passport, or other government-issued ID

Previous Tax Returns

Click to upload files

Upload your previous 2-3 years of tax returns if available

Income Documents

Click to upload files

Upload PAYG summaries, payment summaries, or other income documents

Occupation

Employer

Special Circumstances

e.g., work from home, investment properties, business income, etc.