New Client Form

Become A Client

Full Name
First
Email address
Mobile Phone number
Home Phone number
How would you prefer us to contact you?
When is the best time to contact you?
Occupation
Date of Birth
MM slash DD slash YYYY
Home Address
Street Address State / Province / Region ZIP / Postal Code
Tax File Number
Spouse/Partner’s Name
Partner’s Date of Birth
MM slash DD slash YYYY
Children’s Names
Children’s Date of Birth
MM slash DD slash YYYY
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?
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 $27.50 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.
Price
Credit Card
Card Details
Cardholder Name
Account Name
BSB
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