Online Tax Return This form is auto saved on your device. Client Details Form Client Details: Full Name* Date of Birth* Place of Birth Email Address* Tax Details* ---TFNABN TFN/ABN* Occupation Address Details: Home Address Postal Address (if different) Telephone: Mobile Number Phone Number Bank Details: Account Name* BSB* Account Number* Spouse/Children Details: Spouse Name Spouse DOB Spouse Taxable Income Dependent Children Private Health Insurance details Business Entity Details: Entity TFN Entity ABN BAS Required ---YesNo Ethical Letter Required ---YesNo Us to act as ASIC Agent ---YesNo Provide more details for Sole trading business (if applicable) I consent to the appointment of True Tax and Accounting Services Pty Ltd. as my Tax Agent. I accept that appointing your firm as my Tax Agent provides you with authority to prepare and lodge Australian Taxation Office documents and forms on my behalf, where appropriate and at your discretion. The documents and forms may relate to tax agent administration, income tax, Goods and Services Tax (GST), Pay As You Go (PAYG) and activity statement matters. Furthermore, I authorise True Tax and Accounting Services Pty Ltd. to: Obtain information from our previous accountant and the Australian Taxation Office. Pass on taxation & financial information to banking/financial institutions at our request Add our details to the True Tax and Accounting Services Pty Ltd. mailing list to receive e-news and other electronic and paper-based correspondence. I have attached a copy of my photo ID for identification purposes. I provide True Tax and Accounting Services Pty Ltd. with express written authority to designate my preferred address(as) forservice for ATO communications. True Tax and Accounting Services Pty Ltd. has explained to me that some ATO communications may be sent or retrieved digitally and others will be sent by post. I provide True Tax and Accounting Services Pty Ltd. with express written authority to use email as a preferred method of correspondence (where possible) for all taxation matters, forms and documents. Upload Document* (File Formats: jpg,png,pdf) ---Driving LicencePassportMedicare CardAny Other ID Proof My Preferred Address My Preferred Email* Date Signature*