<p>New Client Form</p><p>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.</p><p>Full Name</p><p>Email address</p><p>Mobile phone number</p><p>Home phone number</p><p>Work phone number</p><p>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</p><p>Home Address</p><p>State: Post Code: Work Address</p><p>State: Post Code: Date of Birth</p><p>Tax File Number</p><p>Spouse/partner’s name and date of birth</p><p>Children’s names (and their dates of birth)</p><p>In which month would you like us to remind you to lodge next year’s return?</p><p>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?</p><p>Did you earn any income from working overseas?</p><p>Did you earn any income from foreign investments?</p><p>Do you own a rental property?</p><p>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?</p><p>Did you have private hospital cover for yourself and all of your dependants for the whole year?</p><p>Have you spent more than $2,000 on medical expenses?</p><p>Have you taken any money out of your super fund this year?</p><p>Were you a resident of Australia for the whole financial year?</p><p>I will pay my Personal Tax Specialists accounting fees this year by: </p><p>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)</p><p>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.</p><p>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.</p><p>Name on Card: </p><p>Card Number </p><p>Expiry Date </p><p>Type of Card (Bankcard / Visa / Master card) </p><p>I would like my tax refund to be banked into the following account:</p><p>Account name</p><p>BSB</p><p>Account number</p><p>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 </p>