Business Planet P/L | Client Engagement Form

Individual Client Engagement Form

I hereby authorize Business Planet PTY LTD to add as a client in ATO portal, Update tax registrations & other details and prepare the Income-tax return.

Name*
Surname*
Email*
Mobile / Phone*
Date of Birth*
Tax File Number*
Bank Details: BSB*
Bank Details: Account Number*
Bank Account Holder/s Name*
Bank or Financial Institution Name
Current Address: Street Number and Name*
Suburb/town*
State*
Postcode*
Occupation*

The occupation you have made the most income during the year.
Visa Status - Medicare Entitlement Statement*
Are you eligible for Medicare benefits or not eligible and want to claim Medicare levy exemption?
ABN / Sole trader - Business Income Declaration*
Did you work as a Sole trader during the Income year?
Investment Property - Rental Income Declaration*
Did you have investment property / Rental Income during the Income year?
Cryptocurrency or Share Investment - Capital Gain Declaration*
Did you have Cryptocurrency or share Investment during the Income year?
Evidence of Identity*
Max. file size: 32 MB.
Please include an evidence of identity (Eg. Passport, Driving license, student id Card etc..)
Please Specified your best time to contact
Date
Time
Select Preferred Tax Consultant*
Referred By:
Email Subscription:*
I would like to receive Update e-Newsletters for Business, taxation, finance, and real estate.
Queries and Comments:
Have you done Income tax return with Business Planet in the past?*
- Yes
- No
- Not sure
Term of Engagement*
Business Planet PTY LTD will commence your work after confirmation of the required task, service fees, and terms and conditions. You will receive the terms of engagement by email shortly.
Consent*
I agree to the privacy policy and terms & conditions.
Privacy policy and terms & conditions are available in the online form page.
Signature*
Comments
This field is for validation purposes and should be left unchanged.