Client Onboarding

New Client Onboarding Form

Covers your business, structure and bookkeeping details so we can set your file up correctly. About 8 minutes to complete.

Fields marked * are required. If a question relates to an entity type that doesn't apply to you (e.g. Trust Deeds for a company only), leave it blank.

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Enter your reference ID to continue your saved form.

Reference ID

01 Entity Status

Is this a new or existing entity?*

New Entity Existing Entity

Date (if existing entity)

02 Main Business

Main Business Name*

Related Entitiestick all that apply

No. of Entitiesoptional

Main Business Activity*

ABNoptional

TFNoptional

03 People & Roles

Name of Individual(s)*comma separated

Director(s)optional

Secretary(s)optional

Public Officeroptional

Shareholder(s)optional

TFN 1optional

TFN 2optional

Director ID 1optional

Director ID 2optional

04 Contact Details

Address*

Date of Birthoptional

Place of Birthoptional

Mobile*

Email*

05 Banking

Account Nameoptional

BSBoptional

A/C No.optional

06 Previous Accountant & Bookkeeper

Previous Accountantoptional

Previous Accountant — Contact No.optional

Previous Accountant — Emailoptional

Bookkeeperoptional

Bookkeeper — Contact No.optional

Bookkeeper — Emailoptional

07 Bookkeeping & Services

Bookkeeping Softwareoptional

BAS Preparation Required?

Yes No

Audit Shield Required?

Yes No

Agent Linking Info Required / Provided?

Yes No

Signed Trust Deeds held?

Yes No

Company / Ownership Structure Notesoptional

How did you hear about us?optional

08 Notes

Client Notesoptional

Resume a saved form

✓ Thanks — your information is ready