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Thank you for deciding to use us as your Accountants/Tax Agent/Advisory professionals. Could you please complete the following link (like completing a ‘clipboard’ form at an initial doctor’s appointment). We need you to fill out a separate version of this form for each of the persons and entities that form part of your personal and business trading structure.

Type NA if not applicable. For example, if your name is Jane Doe, but you have a company or a trust as well, then please indicate here which of your entities or persons you are completing the form for
Type NA if not applicable. If you are filling this form out for a person or entity that lodges tax returns then we require the Tax File Number for that person or entity
Type NA if not applicable. If you are filling this form out for a person or entity that lodges tax returns then we require the Tax File Number for that person or entity
Typr NA if not applicable. If you are filling this form out for a company
DD/MM/YYYY - Only required if this form is for an individual person - note format is
Town/Territory/Country
Please state complete permanent/postal address
My skype address. Type NA if not applicable if you do not have Skype. If you do not have skype installed we suggest you do so. Skype requires a good headset, and is a great tool saving travel, time and cost effective for live assistance by The Abacus Tax Group
I/We hereby authorize The Abacus Tax Group Pyt Ltd [TAX Agent: 25595549] and or its representatives by submission of this form to act as necessary in relation to the following: a) Communicate with any financial institution in relation to any query, investments held, interest earned, dividends received, and distributions received, etc. b) Communicate with any government department (including the holding and quoting of my Centrelink Customer Reference Number) in relation to any query, benefits received, etc. c) To communicate with the Australian Taxation Office (including the holding and quoting of my Tax File Number or Australian Business Number) in relation to any query, assessment, audit matter, etc, and d) To file Business and Personal Income Tax Returns, file ABN, TFN & GST applications and other tax and BAS registrations or elections or notifications, file BAS Returns, prepare and lodge Income Tax PAYG Variations. e) To act for any company entity of yours including being appointed as your company's ASIC agent.
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