Email/SMS/Phone/Other

New Client Form

So that we can register you as a Personal Tax Specialists client with the Tax Office, please provide us with a copy of your last tax return and answer all of the questions below.

Full Name

Email address

Mobile phone number

Home phone number

Work phone number

How would you prefer us to contact you? (Email/SMS/phone/other) When is the best time to contact you? (Business hours/after hours/any time/other) Occupation

Home Address

State: Post Code: Work Address

State: Post Code: Date of Birth

Tax File Number

Spouse/partner’s name and date of birth

Children’s names (and their dates of birth)

In which month would you like us to remind you to lodge next year’s return?

How did you find us? (If a friend recommended us, please tell us their name so we can thank them) Do you own any shares or units in investment trusts?

Did you earn any income from working overseas?

Did you earn any income from foreign investments?

Do you own a rental property?

Have you sold any of your investments this year? (This includes rental property, land, shares, units in trusts) Do you receive any payments from Centrelink?

Did you have private hospital cover for yourself and all of your dependants for the whole year?

Have you spent more than $2,000 on medical expenses?

Have you taken any money out of your super fund this year?

Were you a resident of Australia for the whole financial year?

I will pay my Personal Tax Specialists accounting fees this year by:

Fee From Refund: Please deduct my PTS accounting fees from my tax refund and deposit the balance directly into my nominated bank account. (There is an additional fee of $20 per return to use this option)

Internet Deposit: I understand that once I transfer my PTS accounting fees into their bank account, my tax return will be lodged with the ATO and any refund I am due will be deposited directly into my nominated bank account by the ATO.

Credit Card: By providing my credit card details below, I authorise PTS to charge my accounting fees to this card. I understand that my tax refund will be deposited directly into my nominated bank account by the ATO.

Name on Card:

Card Number

Expiry Date

Type of Card (Bankcard / Visa / Master card)

I would like my tax refund to be banked into the following account:

Account name

Account number

By returning this form, I confirm that I wish to appoint Personal Tax Specialists Pty Ltd (Tax agent registration 78691-009) as my registered tax agent