New Client | Proactive Tax & Business Services I Mansfield Victoria

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New

Clients

Please complete our new client form online below.

This is designed to streamline the process for you, and minimise our eco footprint.

Your Details

Has your name changed since your last tax return was lodged? *

Yes

RESIDENTIAL ADDRESS

POSTAL ADDRESS

INDIVIDUAL EMAIL ADDRESS

WORK HOURS PHONE NUMBER

AFTER HOURS PHONE NUMBER

CHILDREN - Name, Date of Birth and Tax File Numbers

Your Partners Details

SKIP TO ATO PREFERENCES IF YOU DO NOT HAVE A PARTNER

Has your partner's name changed since your last tax return was lodged?

Yes

PARTNER'S RESIDENTIAL ADDRESS

PARTNER'S POSTAL ADDRESS

PARTNER'S INDIVIDUAL EMAIL ADDRESS

PARTNER'S WORK HOURS PHONE NUMBER

PARTNER'S AFTER HOURS PHONE NUMBER

CHILDREN - Name, Date of Birth and Tax File Numbers

ATO Digital Communication Preferences

ATO digital communication preferences will be set on your behalf based on your instructions. By ticking the following boxes, you authorise Proactive Tax & Business Services to set your ATO digital communication preferences. Proactive will then receive your digital communication via ATO Online services for agents on your behalf.

Please select:

Income tax

Activity statement related

Study and training support loans

Superannuation

Debt

Employer and business obligations

Alternatively, you will receive your digital communication via your MyGov account. We urge you to check your MyGov account regularly if you choose this option.

Would you like to receive newsletters from us?

Yes - via email

Yes - via post

No thank you

Client declaration: I authorise Proactive Tax and Business Services to act as my Tax Agent

Your Signature - use mouse, trackpad or digital pen

Partner's Signature - Your Signature - use mouse, trackpad or digital pen