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Client Information Details
Responsibilities
The Client is responsible for the reliability, accuracy and completeness of the accounting records, particulars and information provided and disclosure of all material and relevant information. Clients are required to arrange for reasonable access by us to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information supplied to us.
A taxpayer is responsible under self-assessment to keep full and proper records in order to facilitate the preparation of a correct return.
Any advice given to the Client is only an opinion based on our knowledge of the Client’s particular circumstances.
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Title
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First Name
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Middle Name(s)
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Last Name
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Date of Birth
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Tax File Number (TFN)
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Bank Account Details (BSB)
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Bank Account Details (Account Number)
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Bank Account Details (Holder's Name)
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Occupation
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Email Address
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Home Number
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Number of Children
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