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Contact us
Client Information Form – New Entity
"
*
" indicates required fields
Step
1
of
4
25%
Contact Information
Name
*
First
Middle
Last
Mobile phone
*
Work phone
*
Email
*
Address
Home address
*
Street Address
Address Line 2
Suburb
State
Post Code
Postal Address
*
Street Address
Address Line 2
Suburb
State
Post Code
Entity Information
Legal name
*
Trading name
*
Tax File Number (TFN)
*
Australian Business Number (ABN)
*
Industry type
*
Has your tax return been lodged for the most recent financial year?
*
No
Yes, received and collected
Yes, NOT received and collected
Has your business registered for GST?
*
Yes
No
How often is GST lodged?
*
Monthly
Quarterly
Annually
How often is PAYG lodged?
*
Monthly
Quarterly
Annually
Employee Detail Forms
*
Yes
No
Number of Staff (approx.)
*
Current accounting system
*
Xero
MYOB
QuickBooks
NetSuite
Other
Which of the following additional services will you require in your package?
*
Bookkeping
Invoicing
Bills
Xero Subscription type
*
Other Accounting system
*
Bank Account Details
BSB
*
Account Number
*
Account Name
*
Financial Institution
*
Credit card linked?
*
Yes
No
Other
Credit Card Details
*
Other
*
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