Client information and appointment of Tax Agent – Individual
Full Name*
Date of Birth *
Tax File Number
ABN (If applicable )
Home Address, including state and postcode *
Postal Address *
Phone number
Email address*
Bank Account Details
Account Name *
Account Number
BSB Number
Tax Details
Name and contact details of accountant who prepared your previous tax return. (if applicable)
Firm Name
Contact Name
Email
Address
Phone Number
Please upload a copy of last tax return lodged.
Please upload proof of identity documents ( Driver License or Passport)
Please upload proof of identity documents ( Medicare card or copy of recent issued notice of assessment)
APPOINTMENT OF TAX AGENT (individual)
I, APPOINT TRINITY CONSULTING GROUP PTY LTD (TA 24670192) AS MY TAX AGENT.
Client information and appointment of Tax Agent – Company/Trust/Partnership/SMSF
Entity name *
ABN
ACN (If applicable )
Business Address, including state and postcode *
Registered Address *
Please upload a copy of last financial statement and tax return lodged
APPOINTMENT OF TAX AGENT
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