Step 1: Client Information Form

Please complete the form below so we can prepare your taxation and accounting records accurately.

Office

Personal Details

Bank Details

Appointment

Hereby appoint Advanced Tax Business Services as my legal representative with the Australian Taxation Office and ask them to complete the appropriate forms to reflect the below appointments.

Income tax matters
BAS / GST matters

Signature

Signature

Terms

CLIENTS Account Keeping Fee (NB ONLY applies if you do not pay your fees as agreed)

We, the parties named in this Client Information Form, agree that, in addition to any fees outlined in the applicable Fee Schedule, should our account with Advanced Accounting, Taxation & Business Services remain outstanding for more than 30 days from the date of invoice, Advanced Accounting, Taxation & Business Services may, at its sole discretion, charge an additional Account Keeping Fee of $150, which we agree to pay. We further acknowledge that the professional fees of Advanced Accounting, Taxation & Business Services remain payable even if we choose not to proceed with or complete the requested services, subject to the firm's Refund Policy and applicable Australian Consumer Law.

Acknowledgement of Terms of Engagement

We acknowledge that we have read, understood, and agree to be bound by the Terms of Engagement and Fee Schedule provided by Advanced Accounting, Taxation & Business Services. We appoint Advanced Accounting, Taxation & Business Services as our authorised tax agent to act on our behalf in matters relating to the Australian Taxation Office, as authorised by this engagement.