Individual Client Form X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required) First Name Middle Name Surname Tax File NumberABNDate of Birth MM slash DD slash YYYY Full Residential AddressFull Postal AddressAre you Australian Citizen or Permanent Resident Yes / No If not, please provide visa details:YesNoPlease provide your visa details hereOccupationMobile TelephoneEmail Address Bank DetailsBSB Acct NoBank Account NameBank NameSpouse NameSpouse TFNSpouse Date of Birth MM slash DD slash YYYY Spouse ABNChildren’s Names And Dates Of Birth:Are there any special instructions you would like us to note when contacting you?As per the new rule initiated by the ATO, the tax agent needs to verify the client ID to ensure that the client identity data is safe and protected. You don’t have to provide the copy of the ID proof, please let me know when you are available to have a quick video call to check the documents online (either face time or whatsapp video call), to confirm the client identity. Please see the below link for more details about the new ruling of ATO for client ID verification: https://www.ato.gov.au/tax-and-super-professionals/for-tax-professionals/your-practice/tax-and-bas-agents/agent-client-verification-methods I authorise MHA Accounting Services to me as their client for providing tax agent services. By engaging our service, you hereby agree to the Terms and Conditions contained herein and the scope of services as discussed with you (with or without an Engagement Terms & Conditions).I agree to the Terms and Conditions. I agree to the Terms and Conditions.I agree to the privacy policy. I agree to the privacy policy.
