New client info form - Tax Accountants & Financial Advisers

New Client Information Form

If you are a new client, we encourage you to complete our New Client Form below to help getting to know you a little better.

Thank you for signing up with us.
Our project team member will contact and discuss with you shortly.

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Tax File Number (TFN)

Do you operate a business?
If you are currently or recently carried on a business answer 'yes'

Tax Registartions Information
We ask for your tax registration information to access your data with government authorities (i.e. the Australian Taxation Office). We store all your personal information securely and adhere to strict Privacy Policies.

Title (Mr, Mrs, Ms, Miss,or Dr)

Occupation

First name

Middle name/(s)

Last name

Date of Birth

Email address

Phone number

Is your home address the same as your postal address?

Home Address

City

State / Province

Post Code

Personal Information
Please provide your personal details and your best contact information.

Do you have a spouse?

Do you have any dependant children?

Family Information
We need this information to work out whether: you'll need to pay the full Medicare levy or the Medicare levy surcharge, you're entitled to tax offsets such as the seniors and pensioners tax offset, super contributions on behalf of your spouse tax offset, zone or overseas forces offset, invalid and invalid carer offsets.

Photo Identification (Drivers Licence or Passport)

Upload a copy of your drivers licence or passport
only upload this extention - PNG, JPG, JPEG

Proof of Identity
In order to avoid errors and help stamp-out tax fraud through identity crime, it is important we take steps to check the true identity of individuals asking use to act on their behalf. Please upload either an image of your passport or drivers license.

Signature Here :

Signature
I consent to the appointment of MaxBizz Pty Ltd T/As Beyong Taxes as my Tax Agent. I understand appointing MaxBizz Pty Ltd T/As Beyong Taxes as your Tax Agent provides them with authority to prepare and lodge Australian Taxation Office documents and forms on my behalf, where appropriate and at their discretion. The documents and forms may relate to tax agent administration, income tax, Goods and Services Tax (GST), Pay As You Go (PAYG), and any other relevant matters.

Client Consent and Privacy Notice

1. Client Consent and Engagement Terms Acknowledgement

By submitting this form, you confirm that you have read and accepted:

This Individual Tax Return engagement is subject to the overarching Standard Engagement Terms. Where inconsistencies exist, the ITR Engagement terms will take precedence for this service.

I acknowledge and agree to the above engagement terms. and act on your behalf in accordance with those terms.

2. Privacy Notice

🔒 Privacy Commitment
Beyond Taxes is committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

You can view our full Privacy Policy here.

By submitting this form, you consent to the collection and use of your personal information for the purpose of providing tax, accounting, and related services.

We will only use your information to:

Prepare and lodge your tax returns or other agreed services;
Communicate with the ATO or other relevant bodies on your behalf;
Send you updates or correspondence related to your tax affairs;
Comply with our professional and legal obligations.

Your information will be stored securely and will not be shared with third parties unless:

Required or authorised by law; or
You provide your express consent.

You may request access to or correction of your personal information at any time by contacting us at contactus@beyondtaxes.com.au.

Tax Agent Appointment

Client Consent and Privacy Notice

1. Client Consent and Engagement Terms Acknowledgement

2. Privacy Notice

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